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Forrester Research
FORR

Overview Fund Activity

119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
52
Reduced
36
Closed
9
Calls
$215K
Puts
–
Net Calls
+$215K
Net Calls Change
-$31K

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$10.4M
2
Millennium Management
2
Millennium Management
New York
$5.55M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$80M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.6M
5
Norges Bank
5
Norges Bank
Norway
$12.8M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$591K
2
Invesco
2
Invesco
Georgia
$2.29M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$166K
4
MC
4
Menta Capital
California
$0
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$26K 664 +162 +32%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$20K 507 -399 -44%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$20K 520 – –
TCOV
104
Trust Company of Vermont
Vermont
$13K 330 – –
Loomis, Sayles & Company
105
Loomis, Sayles & Company
Massachusetts
$11K 284 – –
VCM
106
Versant Capital Management
Arizona
$11K 292 – –
AG
107
Advisor Group
Arizona
$10K 256 +35 +16%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$10K 268 +148 +123%
MAM
109
Meeder Asset Management
Ohio
$9K 233 +190 +442%
Pacer Advisors
110
Pacer Advisors
Pennsylvania
$9K 234 +234 New
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$8K 200 -71 -26%
SWA
112
Sutton Wealth Advisors
Florida
$5.21K 133 – –
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$5K 124 – –
CG
114
Cutler Group
California
$5K 144 – –
MA
115
MUFG Americas
New York
$3K 64 +4 +7%
OAM
116
Oppenheimer Asset Management
New York
$2K 53 – –
NFG
117
Next Financial Group
Texas
$2K 42 – –
PNC Financial Services Group
118
PNC Financial Services Group
Pennsylvania
$1K 27 +21 +350%
MC
119
Menta Capital
California
– – -14,383 Closed
CS
120
Credit Suisse
Switzerland
– – -13,050 Closed
Arrowstreet Capital
121
Arrowstreet Capital
Massachusetts
– – -10,400 Closed
HIMCH
122
Hartford Investment Management Co (HIMCO)
Connecticut
– – -5,840 Closed
HHC
123
Hutchin Hill Capital
New York
– – -5,600 Closed
AIM
124
Alambic Investment Management
California
– – -5,545 Closed
AQR Capital Management
125
AQR Capital Management
Connecticut
– – -5,294 Closed
2 3 4
5
6