Forrester Research
FORR
97 hedge funds and large institutions have $348M invested in Forrester Research in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 7 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $362M → $348M (-$14.4M)
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
1% less funds holding
Funds holding: 98 → 97 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $465K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
+$1.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$1.65M |
| 3 |
EIP
Epoch Investment Partners
New York
|
+$1.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$760K |
| 5 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
+$739K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.31M |
| 2 |
Morgan Stanley
New York
|
-$1.51M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$1.38M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$812K |
| 5 |
KBC Group
Brussels,
Belgium
|
-$644K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
101
Capstone Asset Management
Houston,
Texas
| – | -$203K | -5,523 | Closed |
|
102
Nomura Holdings
Tokyo,
Japan
| – | -$203K | -5,514 | Closed |
|
|
BJ
103
BlackRock Japan
Tokyo,
Japan
| – | -$4K | -121 | Closed |
|
|
GAM
104
Gemmer Asset Management
Walnut Creek,
California
| – | -$1K | -30 | Closed |
|
FORR Hedge Fund Activity: Q2 2015 in Review
97 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2015, worth a combined $348M — down 4% from $362M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 37 added.
The largest buyer was P2 Capital Partners, adding an estimated $1.7M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.
- 97 institutional investors held Forrester Research (FORR) as of Q2 2015, down from 98 in Q1 2015.
- Funds reported $348M of Forrester Research stock for Q2 2015, down 4% quarter-over-quarter.
- 6 funds opened new Forrester Research positions in Q2 2015 and 7 closed out, a net change of -1 holder.
- The largest Forrester Research buyer in Q2 2015 was P2 Capital Partners, an estimated $1.7M added.
- The largest Forrester Research seller in Q2 2015 was Wellington Management Group, an estimated $9.31M sold.
Based on aggregated 13F filings for Q2 2015.