Forrester Research
FORR
95 hedge funds and large institutions have $399M invested in Forrester Research in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
4% more funds holding
Funds holding: 91 → 95 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less capital invested
Capital invested by funds: $458M → $399M (-$59.5M)
34% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.64M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$892K |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$837K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$837K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$593K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$18.6M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.45M |
| 3 |
TA
Teachers Advisors
New York
|
-$4.4M |
| 4 |
Renaissance Technologies
New York
|
-$1.85M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$1.76M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Capstone Asset Management
Houston,
Texas
| – | -$231K | -6,035 | Closed |
|
102
BNP Paribas Financial Markets
Paris,
France
| – | -$6.24K | -163 | Closed |
|
FORR Hedge Fund Activity: Q1 2014 in Review
95 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2014, worth a combined $399M — down 13% from $458M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FORR positions and 7 closed out — a net gain of 4 holders — while 27 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.64M. The largest seller was Massachusetts Financial Services, cutting an estimated $18.6M.
- 95 institutional investors held Forrester Research (FORR) as of Q1 2014, up from 91 in Q4 2013.
- Funds reported $399M of Forrester Research stock for Q1 2014, down 13% quarter-over-quarter.
- 11 funds opened new Forrester Research positions in Q1 2014 and 7 closed out, a net change of +4 holders.
- The largest Forrester Research buyer in Q1 2014 was Morgan Stanley, an estimated $1.64M added.
- The largest Forrester Research seller in Q1 2014 was Massachusetts Financial Services, an estimated $18.6M sold.
Based on aggregated 13F filings for Q1 2014.