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Forrester Research
FORR

Overview Fund Activity

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
–
Net Calls
+$84K
Net Calls Change
+$1.36M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.03M
3
Millennium Management
3
Millennium Management
New York
$3.22M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$23.9M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$23.2M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$11.2M
2
Invesco
2
Invesco
Georgia
$1.68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$87.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.25M
5
Norges Bank
5
Norges Bank
Norway
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TCOV
101
Trust Company of Vermont
Vermont
$15K 330 – –
CCM
102
Copeland Capital Management
Pennsylvania
$12K 277 +277 New
MOACM
103
Mutual of America Capital Management
New York
$11K 255 +63 +33%
KPW
104
Kore Private Wealth
New York
$11K 250 +250 New
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$10.4K 232 -354 -60%
PCM
106
Prelude Capital Management
New York
$9K 194 +17 +10%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$9K 210 +151 +256%
LTFS
108
Ladenburg Thalmann Financial Services
Florida
$8K 189 -64 -25%
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$6K 145 +145 New
SWA
110
Sutton Wealth Advisors
Florida
$5.95K 133 – –
VCM
111
Versant Capital Management
Arizona
$5K 116 -67 -37%
MNBTD
112
Moody National Bank Trust Division
Texas
$4K 98 +98 New
WAM
113
Wealthspire Advisors (Maryland)
Maryland
$3K 57 -9 -14%
OAM
114
Oppenheimer Asset Management
New York
$3K 60 +60 New
JA
115
JOYN Advisors
Georgia
$2K 53 -60 -53%
Carson Wealth (CWM LLC)
116
Carson Wealth (CWM LLC)
Nebraska
$2K 48 – –
TWA
117
TCI Wealth Advisors
Arizona
$2K 51 – –
NFG
118
Next Financial Group
Texas
$2K 42 – –
BCA
119
Berman Capital Advisors
Georgia
$2K 51 +51 New
CAM
120
Cresset Asset Management
Illinois
$1K 16 +16 New
MSA
121
Marino Stram & Associates
Massachusetts
$1K 31 +31 New
LC
122
Lindbrook Capital
California
$1K 43 +43 New
VIA
123
Vident Investment Advisory
Georgia
– – -8,824 Closed
WCM
124
Wedge Capital Management
North Carolina
– – -5,637 Closed
O
125
OppenheimerFunds
New York
– – -5,046 Closed
2 3 4
5
6