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Forrester Research
FORR

Overview Fund Activity

118 hedge funds and large institutions have $449M invested in Forrester Research in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
39
Closed
11
Calls
–
Puts
$394K
Net Calls
-$394K
Net Calls Change
-$394K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$20M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$28.9M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$16.2M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31M
5
Victory Capital Management
5
Victory Capital Management
Texas
$1.07M

Top Sellers

1
ACM
1
American Capital Management
New York
$6.8M
2
Wells Fargo
2
Wells Fargo
California
$1.32M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$786K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$3.79M
5
Norges Bank
5
Norges Bank
Norway
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$25K +$11.7K +286 +88%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$22K – – –
AG
103
Advisor Group
Arizona
$17K -$928 -22 -5%
TCOV
104
Trust Company of Vermont
Vermont
$14K – – –
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$13K -$1K -24 -7%
LIA
106
LS Investment Advisors
Michigan
$11K – – –
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$8K -$6.64K -166 -45%
VCM
108
Versant Capital Management
Arizona
$7K – – –
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$7K +$605 +14 +9%
SEI Investments
110
SEI Investments
Pennsylvania
$7K +$7K +157 New
SWA
111
Sutton Wealth Advisors
Florida
$5.51K – – –
PCM
112
Prelude Capital Management
New York
$4K +$4K +100 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K -$145 -4 -7%
UBS Group
114
UBS Group
Switzerland
$1K -$21.3K -745 -96%
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$1K – – –
JA
116
JOYN Advisors
Georgia
$1K +$1K +18 New
CAW
117
Cornerstone Advisors (Washington)
Washington
$1K +$1K +19 New
JG
118
Jefferies Group
New York
– -$218K -4,936 Closed
SIM
119
Spark Investment Management
New York
– -$203K -4,600 Closed
GCP
120
GSA Capital Partners
United Kingdom
– -$202K -4,562 Closed
Neuberger Berman Group
121
Neuberger Berman Group
New York
– -$201K -4,542 Closed
Parallax Volatility Advisers
122
Parallax Volatility Advisers
California
– -$67K -1,512 Closed
KBC Group
123
KBC Group
Belgium
– -$35K -789 Closed
DCM
124
Delpha Capital Management
New York
– -$11K -238 Closed
VCM
125
Virtue Capital Management
Tennessee
– -$3K -78 Closed
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5
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