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Forrester Research
FORR

Overview Fund Activity

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
37
Closed
21
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K

Top Buyers

1
RA
1
Royce & Associates
New York
$21.7M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$12.9M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$23.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.41M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$37.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$783K
2
BlackRock
2
BlackRock
New York
$48.3M
3
OPCM
3
Osborne Partners Capital Management
California
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
WA
5
Wasatch Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MSA
76
Mason Street Advisors
Wisconsin
$108K 3,697 – –
MLICM
77
Metropolitan Life Insurance Company (MetLife)
New York
$101K 3,459 – –
Bessemer Group
78
Bessemer Group
New Jersey
$99K 3,400 -11,800 -78%
Citigroup
79
Citigroup
New York
$97K 3,318 -1,581 -32%
FMT
80
First Mercantile Trust
Tennessee
$97K 3,324 +190 +6%
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$94K 3,210 – –
PAM
82
Panagora Asset Management
Massachusetts
$70K 2,393 +2,393 New
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$56K 1,900 – –
PO
84
Private Ocean
California
$36K 1,259 – –
FC
85
FORA Capital
Florida
$33K 1,115 +1,115 New
US Bancorp
86
US Bancorp
Minnesota
$30K 1,025 – –
Macquarie Group
87
Macquarie Group
Australia
$29K 1,000 – –
AIP
88
Ameritas Investment Partners
Nebraska
$28K 966 +190 +24%
Zurich Cantonal Bank
89
Zurich Cantonal Bank
Switzerland
$25K 848 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$18K 651 +292 +81%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$16K 607 -1,110 -65%
MOACM
92
Mutual of America Capital Management
New York
$14K 462 +82 +22%
TCOV
93
Trust Company of Vermont
Vermont
$10K 330 – –
LIA
94
LS Investment Advisors
Michigan
$8K 276 – –
KPW
95
Kore Private Wealth
New York
$7K 250 – –
SWA
96
Sutton Wealth Advisors
Florida
$4.03K 138 -47 -25%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$1K 41 -66 -62%
LC
98
Lindbrook Capital
California
$1K 36 +36 New
VCM
99
Versant Capital Management
Arizona
$1K 65 +65 New
OPCM
100
Osborne Partners Capital Management
California
– – -48,735 Closed
1 2 3
4
5