Forrester Research
FORR
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.
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
9% more capital invested
Capital invested by funds: $464M → $506M (+$42.3M)
0.45% less ownership
Funds ownership: 61.52% → 61.07% (-0.45%)
3% less funds holding
Funds holding: 119 → 115 (-4)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
85% less call options, than puts
Call options by funds: $225K | Put options by funds: $1.5M
Top Buyers
| 1 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
+$5.45M |
| 2 |
BlackRock
New York
|
+$4.36M |
| 3 |
Millennium Management
New York
|
+$1.54M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.31M |
| 5 |
State Street
Boston,
Massachusetts
|
+$1.04M |
Top Sellers
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$9.37M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.62M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.82M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$1.1M |
| 5 |
JP Morgan Chase
New York
|
-$790K |
FORR Hedge Fund Activity: Q3 2018 in Review
115 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2018, worth a combined $506M — up 9.1% from $464M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of FORR and 11 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 42 added.
The largest buyer was ACK Asset Management, adding an estimated $5.45M. The largest seller was Ballentine Partners, cutting an estimated $9.37M.
- 115 institutional investors held Forrester Research (FORR) as of Q3 2018, down from 119 in Q2 2018.
- Funds reported $506M of Forrester Research stock for Q3 2018, up 9.1% quarter-over-quarter.
- 11 funds opened new Forrester Research positions in Q3 2018 and 14 closed out, a net change of -3 holders.
- The largest Forrester Research buyer in Q3 2018 was ACK Asset Management, an estimated $5.45M added.
- The largest Forrester Research seller in Q3 2018 was Ballentine Partners, an estimated $9.37M sold.
Based on aggregated 13F filings for Q3 2018.