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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 35

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.45% less ownership

Funds ownership: 55.56%54.1% (-1.5%)

4% less funds holding

Funds holding: 127122 (-5)

11% less capital invested

Capital invested by funds: $435M → $389M (-$45.9M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$36K +$9.62K +245 +37%
AIP
102
Ameritas Investment Partners
Nebraska
$31K +$30.5K +776 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$21K
UBS Group
104
UBS Group
Switzerland
$20K -$29.9K -762 -60%
AIM
105
Acrospire Investment Management
Illinois
$15K -$10.3K -261 -42%
TCOV
106
Trust Company of Vermont
Vermont
$13K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$11K -$4.79K -122 -31%
Loomis, Sayles & Company
108
Loomis, Sayles & Company
Massachusetts
$11K
VCM
109
Versant Capital Management
Arizona
$11K
AG
110
Advisor Group
Arizona
$9K +$3.89K +99 +81%
PCM
111
Prelude Capital Management
New York
$9K +$8.96K +228 New
SWA
112
Sutton Wealth Advisors
Florida
$5.29K
CG
113
Cutler Group
California
$5K
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$5K
LTFS
115
Ladenburg Thalmann Financial Services
Florida
$5K +$1.61K +41 +52%
MA
116
MUFG Americas
New York
$2K
NFG
117
Next Financial Group
Texas
$2K
MAM
118
Meeder Asset Management
Ohio
$2K +$1.69K +43 New
OAM
119
Oppenheimer Asset Management
New York
$2K +$2.08K +53 New
Fidelity Investments
120
Fidelity Investments
Massachusetts
-$6.46M -150,300 Closed
CCM
121
Cadence Capital Management
Massachusetts
-$930K -21,653 Closed
WI
122
WBI Investments
New Jersey
-$716K -16,664 Closed
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
-$592K -15,077 Closed
GCP
124
GSA Capital Partners
United Kingdom
-$321K -7,466 Closed
SIM
125
Spark Investment Management
New York
-$294K -6,862 Closed

FORR Hedge Fund Activity: Q1 2017 in Review

122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2017, worth a combined $389M — down 11% from $435M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 9 closed out — a net gain of 1 holder — while 51 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock, adding an estimated $48.1M. The largest seller was P2 Capital Partners, cutting an estimated $17.7M.

  • 122 institutional investors held Forrester Research (FORR) as of Q1 2017, down from 127 in Q4 2016.
  • Funds reported $389M of Forrester Research stock for Q1 2017, down 11% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q1 2017 and 9 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q1 2017 was BlackRock, an estimated $48.1M added.
  • The largest Forrester Research seller in Q1 2017 was P2 Capital Partners, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2017.