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Forrester Research
FORR

Overview Fund Activity

122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
51
Reduced
35
Closed
9
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
+$246K

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.7M
2
Invesco
2
Invesco
Georgia
$11.1M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$6.64M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.5M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$9.53M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$26.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.02M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$847K
5
CCM
5
Cadence Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$36K 906 +245 +37%
AIP
102
Ameritas Investment Partners
Nebraska
$31K 776 +776 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$21K 520 – –
UBS Group
104
UBS Group
Switzerland
$20K 502 -762 -60%
AIM
105
Acrospire Investment Management
Illinois
$15K 366 -261 -42%
TCOV
106
Trust Company of Vermont
Vermont
$13K 330 – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$11K 271 -122 -31%
VCM
108
Versant Capital Management
Arizona
$11K 292 – –
Loomis, Sayles & Company
109
Loomis, Sayles & Company
Massachusetts
$11K 284 – –
AG
110
Advisor Group
Arizona
$9K 221 +99 +81%
PCM
111
Prelude Capital Management
New York
$9K 228 +228 New
SWA
112
Sutton Wealth Advisors
Florida
$5.29K 133 – –
CG
113
Cutler Group
California
$5K 144 – –
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$5K 124 – –
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$5K 120 +41 +52%
MA
116
MUFG Americas
New York
$2K 60 – –
NFG
117
Next Financial Group
Texas
$2K 42 – –
MAM
118
Meeder Asset Management
Ohio
$2K 43 +43 New
OAM
119
Oppenheimer Asset Management
New York
$2K 53 +53 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
– – -150,300 Closed
CCM
121
Cadence Capital Management
Massachusetts
– – -21,653 Closed
WI
122
WBI Investments
New Jersey
– – -16,664 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
– – -15,077 Closed
GCP
124
GSA Capital Partners
United Kingdom
– – -7,466 Closed
SIM
125
Spark Investment Management
New York
– – -6,862 Closed
2 3 4
5
6