Forrester Research
FORR
98 hedge funds and large institutions have $362M invested in Forrester Research in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
30% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 30
4% more funds holding
Funds holding: 94 → 98 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less capital invested
Capital invested by funds: $395M → $362M (-$33.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$2.62M |
| 2 |
Morgan Stanley
New York
|
+$1.49M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.31M |
| 4 |
Two Sigma Investments
New York
|
+$1.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$980K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$9.29M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$7.48M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$1.36M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.02M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$547K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
101
Boothbay Fund Management
New York
| – | -$267K | -6,782 | Closed |
|
|
NCCM
102
Nine Chapters Capital Management
Short Hills,
New Jersey
| – | -$224K | -5,700 | Closed |
|
103
SG Americas Securities
New York
| – | -$108K | -2,750 | Closed |
|
104
SEI Investments
Oaks,
Pennsylvania
| – | -$4K | -91 | Closed |
|
FORR Hedge Fund Activity: Q1 2015 in Review
98 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2015, worth a combined $362M — down 8.5% from $395M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FORR positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 30 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $2.62M. The largest seller was P2 Capital Partners, cutting an estimated $9.29M.
- 98 institutional investors held Forrester Research (FORR) as of Q1 2015, up from 94 in Q4 2014.
- Funds reported $362M of Forrester Research stock for Q1 2015, down 8.5% quarter-over-quarter.
- 11 funds opened new Forrester Research positions in Q1 2015 and 6 closed out, a net change of +5 holders.
- The largest Forrester Research buyer in Q1 2015 was Renaissance Technologies, an estimated $2.62M added.
- The largest Forrester Research seller in Q1 2015 was P2 Capital Partners, an estimated $9.29M sold.
Based on aggregated 13F filings for Q1 2015.