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Forrester Research
FORR

Overview Fund Activity

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
46
Reduced
37
Closed
9
Calls
–
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$3.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$19.5M
3
BlackRock
3
BlackRock
New York
$58.3M
4
USAA
4
United Services Automobile Association
Texas
$12.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.21M
3
Bank of America
3
Bank of America
North Carolina
$124K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
AG
101
Advisor Group
Arizona
$16K 389 -14 -3%
Macquarie Group
102
Macquarie Group
Australia
$15K 368 -732 -67%
TCOV
103
Trust Company of Vermont
Vermont
$14K 330 – –
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$14K 344 +144 +72%
LTFS
105
Ladenburg Thalmann Financial Services
Florida
$13K 312 – –
TRCT
106
Tower Research Capital (TRC)
New York
$12K 284 -328 -54%
LIA
107
LS Investment Advisors
Michigan
$12K 276 – –
MAM
108
Meeder Asset Management
Ohio
$11.7K 278 -514 -65%
VCM
109
Versant Capital Management
Arizona
$7K 183 – –
Envestnet Asset Management
110
Envestnet Asset Management
Illinois
$7K 162 – –
SWA
111
Sutton Wealth Advisors
Florida
$5.58K 133 – –
JA
112
JOYN Advisors
Georgia
$5K 119 +101 +561%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K 59 +4 +7%
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$2K 37 +10 +37%
MOACM
115
Mutual of America Capital Management
New York
$2K 36 +36 New
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K 48 +48 New
TWA
117
TCI Wealth Advisors
Arizona
$2K 51 +51 New
CAW
118
Cornerstone Advisors (Washington)
Washington
$1K 19 – –
Assenagon Asset Management
119
Assenagon Asset Management
Luxembourg
– – -18,954 Closed
CI
120
Cigna Investments
Connecticut
– – -9,963 Closed
FQ
121
First Quadrant
California
– – -9,549 Closed
Two Sigma Investments
122
Two Sigma Investments
New York
– – -5,702 Closed
Tudor Investment Corp
123
Tudor Investment Corp
Connecticut
– – -4,900 Closed
JIM
124
Jupiter Investment Management
United Kingdom
– – -3,388 Closed
PG
125
PEAK6 Group
Illinois
– – -1,701 Closed
2 3 4
5
6