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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$20.9M
2
Invesco
2
Invesco
Georgia
$9.98M
3
Norges Bank
3
Norges Bank
Norway
$18.9M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.29M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$13.9M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.6M
3
PCP
3
P2 Capital Partners
New York
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$200K
5
Squarepoint
5
Squarepoint
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$31K 776 – –
TRCT
102
Tower Research Capital (TRC)
New York
$25K 591 +591 New
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$22K 520 – –
AG
104
Advisor Group
Arizona
$18K 427 +171 +67%
TCOV
105
Trust Company of Vermont
Vermont
$14K 330 – –
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$14K 340 +72 +27%
Loomis, Sayles & Company
107
Loomis, Sayles & Company
Massachusetts
$13K 310 +26 +9%
VCM
108
Versant Capital Management
Arizona
$8K 198 -94 -32%
SWA
109
Sutton Wealth Advisors
Florida
$5.57K 133 – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$5K 124 – –
MA
111
MUFG Americas
New York
$3K 64 – –
OAM
112
Oppenheimer Asset Management
New York
$2K 53 – –
NFG
113
Next Financial Group
Texas
$2K 42 – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$2K 52 +25 +93%
Millennium Management
115
Millennium Management
New York
– – -141,679 Closed
PCP
116
P2 Capital Partners
New York
– – -15,098 Closed
Squarepoint
117
Squarepoint
New York
– – -9,405 Closed
RA
118
Rational Advisors
New York
– – -7,900 Closed
BCM
119
BlueCrest Capital Management
Jersey
– – -7,846 Closed
AIM
120
Acrospire Investment Management
Illinois
– – -1,866 Closed
PCM
121
Prelude Capital Management
New York
– – -1,000 Closed
Pacer Advisors
122
Pacer Advisors
Pennsylvania
– – -234 Closed
CG
123
Cutler Group
California
– – -144 Closed
Simplex Trading
124
Simplex Trading
Illinois
– – – –
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– – – –
2 3 4
5
6