Forrester Research
FORR
97 hedge funds and large institutions have $323M invested in Forrester Research in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 27
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
18% more capital invested
Capital invested by funds: $273M → $323M (+$50.2M)
3% more funds holding
Funds holding: 94 → 97 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.25M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$922K |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$740K |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$664K |
| 5 |
CIA
Capital Impact Advisors
Boston,
Massachusetts
|
+$548K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.56M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$642K |
| 3 |
AIM
Alambic Investment Management
Belvedere,
California
|
-$456K |
| 4 |
Two Sigma Investments
New York
|
-$398K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$361K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TC
101
TFS Capital
West Chester,
Pennsylvania
| – | -$285K | -10,017 | Closed |
|
|
CS
102
Credit Suisse
Zurich,
Switzerland
| – | -$284K | -9,933 | Closed |
|
|
GAM
103
Gotham Asset Management
New York
| – | -$207K | -7,253 | Closed |
|
|
PCM
104
Prelude Capital Management
New York
| – | -$111K | -3,900 | Closed |
|
105
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1K | -28 | Closed |
|
FORR Hedge Fund Activity: Q1 2016 in Review
97 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2016, worth a combined $323M — up 18% from $273M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FORR positions and 7 closed out — a net gain of 3 holders — while 41 added to existing stakes and 27 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.25M. The largest seller was Millennium Management, cutting an estimated $2.56M.
- 97 institutional investors held Forrester Research (FORR) as of Q1 2016, up from 94 in Q4 2015.
- Funds reported $323M of Forrester Research stock for Q1 2016, up 18% quarter-over-quarter.
- 10 funds opened new Forrester Research positions in Q1 2016 and 7 closed out, a net change of +3 holders.
- The largest Forrester Research buyer in Q1 2016 was Wellington Management Group, an estimated $3.25M added.
- The largest Forrester Research seller in Q1 2016 was Millennium Management, an estimated $2.56M sold.
Based on aggregated 13F filings for Q1 2016.