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Forrester Research
FORR

Overview Fund Activity

127 hedge funds and large institutions have $435M invested in Forrester Research in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.89M
2
BFA
2
BlackRock Fund Advisors
California
$34.4M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.81M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$5.46M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.81M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$84.6M
3
Millennium Management
3
Millennium Management
New York
$1.21M
4
MAM
4
Martingale Asset Management
Massachusetts
$443K
5
SIM
5
Spark Investment Management
New York
$294K
Name Market Value Shares Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$94.7K 2,206 +720 +48%
MSA
102
Mason Street Advisors
Wisconsin
$94K 2,190 +145 +7%
Bessemer Group
103
Bessemer Group
New Jersey
$82K 1,900 -14,100 -88%
PI
104
PineBridge Investments
New York
$54K 1,264 – –
UBS Group
105
UBS Group
Switzerland
$54K 1,264 +1,255 +13,944%
US Bancorp
106
US Bancorp
Minnesota
$49K 1,125 +100 +10%
SOADOR
107
State of Alaska Department of Revenue
Alaska
$46K 1,080 +1,080 New
BlackRock
108
BlackRock
New York
$40K 940 +100 +12%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$27K 661 – –
AIM
110
Acrospire Investment Management
Illinois
$27K 627 +503 +406%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$22K 520 – –
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$17K 393 +193 +97%
LIA
113
LS Investment Advisors
Michigan
$15K 357 – –
TCOV
114
Trust Company of Vermont
Vermont
$14K 330 – –
VCM
115
Versant Capital Management
Arizona
$12K 292 – –
Loomis, Sayles & Company
116
Loomis, Sayles & Company
Massachusetts
$12K 284 +284 New
CG
117
Cutler Group
California
$6K 144 -84 -37%
SWA
118
Sutton Wealth Advisors
Florida
$5.71K 133 – –
AG
119
Advisor Group
Arizona
$5K 122 +22 +22%
Envestnet Asset Management
120
Envestnet Asset Management
Illinois
$5K 124 +124 New
MA
121
MUFG Americas
New York
$3K 60 -60 -50%
LTFS
122
Ladenburg Thalmann Financial Services
Florida
$3K 79 +79 New
NFG
123
Next Financial Group
Texas
$2K 42 – –
MFS
124
MSI Financial Services
Massachusetts
$2K 40 – –
EIP
125
Epoch Investment Partners
New York
– – -134,245 Closed
2 3 4
5
6