Forrester Research
FORR
102 hedge funds and large institutions have $348M invested in Forrester Research in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $323M → $348M (+$25.5M)
5% more funds holding
Funds holding: 97 → 102 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
16% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.67M |
| 2 |
AI
Analytic Investors
Los Angeles,
California
|
+$1.21M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$912K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$757K |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
American Capital Management
New York
|
-$14.6M |
| 2 |
BIM
Bogle Investment Management
Newton Lower Falls,
Massachusetts
|
-$524K |
| 3 |
D.E. Shaw & Co
New York
|
-$321K |
| 4 |
Citigroup
New York
|
-$312K |
| 5 |
Morgan Stanley
New York
|
-$308K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
101
MSI Financial Services
Springfield,
Massachusetts
| $1K | – | – | – |
|
|
NFG
102
Next Financial Group
Houston,
Texas
| $1K | – | – | – |
|
|
ACM
103
American Capital Management
New York
| – | -$14.6M | -433,822 | Closed |
|
|
BIM
104
Bogle Investment Management
Newton Lower Falls,
Massachusetts
| – | -$524K | -15,604 | Closed |
|
|
105
D.E. Shaw & Co
New York
| – | -$321K | -9,561 | Closed |
|
|
AIM
106
Acrospire Investment Management
Chicago,
Illinois
| – | -$4K | -124 | Closed |
|
FORR Hedge Fund Activity: Q2 2016 in Review
102 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2016, worth a combined $348M — up 7.9% from $323M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FORR positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $1.67M. The largest seller was American Capital Management, exiting entirely with an estimated $14.6M sold.
- 102 institutional investors held Forrester Research (FORR) as of Q2 2016, up from 97 in Q1 2016.
- Funds reported $348M of Forrester Research stock for Q2 2016, up 7.9% quarter-over-quarter.
- 10 funds opened new Forrester Research positions in Q2 2016 and 4 closed out, a net change of +6 holders.
- The largest Forrester Research buyer in Q2 2016 was Wellington Management Group, an estimated $1.67M added.
- The largest Forrester Research seller in Q2 2016 was American Capital Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2016.