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Forrester Research
FORR

Overview Fund Activity

115 hedge funds and large institutions have $506M invested in Forrester Research in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
33
Closed
14
Calls
$225K
Puts
$1.51M
Net Calls
-$1.28M
Net Calls Change
-$416K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$8.89M
2
BlackRock
2
BlackRock
New York
$68.2M
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$22.7M
5
State Street
5
State Street
Massachusetts
$13.3M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$25.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$263K
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
GFP
101
Gryphon Financial Partners
Ohio
$9K 201 +201 New
VCM
102
Versant Capital Management
Arizona
$8K 183 – –
PCM
103
Prelude Capital Management
New York
$8K 177 +177 New
SWA
104
Sutton Wealth Advisors
Florida
$6.11K 133 – –
JA
105
JOYN Advisors
Georgia
$5K 113 -6 -5%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$3K 59 – –
WAM
107
Wealthspire Advisors (Maryland)
Maryland
$3K 66 +29 +78%
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$2K 48 – –
TWA
109
TCI Wealth Advisors
Arizona
$2K 51 – –
NFG
110
Next Financial Group
Texas
$2K 42 +42 New
CAW
111
Cornerstone Advisors (Washington)
Washington
$1K 19 – –
Victory Capital Management
112
Victory Capital Management
Texas
– – -26,218 Closed
OAM
113
Oxford Asset Management
United Kingdom
– – -16,347 Closed
SCP
114
Seizert Capital Partners
Michigan
– – -11,366 Closed
6M
115
6 Meridian
Kansas
– – -11,185 Closed
Manulife (Manufacturers Life Insurance)
116
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– – -8,112 Closed
PAM
117
Panagora Asset Management
Massachusetts
– – -7,881 Closed
D.E. Shaw & Co
118
D.E. Shaw & Co
New York
– – -5,371 Closed
SG Americas Securities
119
SG Americas Securities
New York
– – -3,390 Closed
PIA
120
Piedmont Investment Advisors
North Carolina
– – -2,311 Closed
Simplex Trading
121
Simplex Trading
Illinois
– – -1,707 Closed
Macquarie Group
122
Macquarie Group
Australia
– – -368 Closed
TRCT
123
Tower Research Capital (TRC)
New York
– – -284 Closed
MAM
124
Meeder Asset Management
Ohio
– – -278 Closed
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
– – -162 Closed
2 3 4
5
6