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Forrester Research
FORR

Overview Fund Activity

120 hedge funds and large institutions have $477M invested in Forrester Research in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$33.2M
2
BlackRock
2
BlackRock
New York
$58.9M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$13.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.89M
5
GKIM
5
GW&K Investment Management
Massachusetts
$6.15M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.87M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$714K
3
GC
3
Guggenheim Capital
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$2.99M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$34K -$25.2K -579 -43%
AIP
102
Ameritas Investment Partners
Nebraska
$34K – – –
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$23K – – –
AG
104
Advisor Group
Arizona
$18K -$85 -2 -0.5%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$16K -$28.4K -649 -64%
LTFS
106
Ladenburg Thalmann Financial Services
Florida
$15K -$179 -4 -1%
TCOV
107
Trust Company of Vermont
Vermont
$15K – – –
TRCT
108
Tower Research Capital (TRC)
New York
$14K -$11.4K -265 -45%
LIA
109
LS Investment Advisors
Michigan
$12K -$66.7K -1,533 -85%
DCM
110
Delpha Capital Management
New York
$11K +$11K +238 New
VCM
111
Versant Capital Management
Arizona
$8K -$656 -15 -8%
Envestnet Asset Management
112
Envestnet Asset Management
Illinois
$7K +$1.14K +24 +19%
SWA
113
Sutton Wealth Advisors
Florida
$5.88K – – –
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$3K +$356 +7 +13%
VCM
115
Virtue Capital Management
Tennessee
$3K +$3K +78 New
MA
116
MUFG Americas
New York
$2K -$1.2K -24 -38%
WAM
117
Wealthspire Advisors (Maryland)
Maryland
$1K +$926 +25 +1,250%
GC
118
Guggenheim Capital
Illinois
– -$906K -21,668 Closed
OAM
119
Oxford Asset Management
United Kingdom
– -$349K -8,340 Closed
GT
120
Glenmede Trust
Pennsylvania
– -$328K -7,854 Closed
NFA
121
Nationwide Fund Advisors
Ohio
– -$236K -5,636 Closed
MWNA
122
Marshall Wace North America
New York
– -$206K -4,908 Closed
PI
123
PineBridge Investments
New York
– -$50K -1,211 Closed
Loomis, Sayles & Company
124
Loomis, Sayles & Company
Massachusetts
– -$13K -310 Closed
OAM
125
Oppenheimer Asset Management
New York
– -$2K -53 Closed
2 3 4
5
6