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Forrester Research

132 hedge funds and large institutions have $511M invested in Forrester Research in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 31

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $475M → $511M (+$35.8M)

5% more funds holding

Funds holding: 126132 (+6)

0.73% less ownership

Funds ownership: 58.27%57.54% (-0.73%)

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
50
Reduced
31
Closed
15
Calls
$4K
Puts
Net Calls
+$4K
Net Calls Change
-$80K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
101
LS Investment Advisors
Michigan
$60K +$2.75K +59 +5%
UBS Group
102
UBS Group
Switzerland
$53K -$153K -3,284 -75%
US Bancorp
103
US Bancorp
Minnesota
$49K -$7.22K -155 -13%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$44K +$8.2K +176 +24%
AIP
105
Ameritas Investment Partners
Nebraska
$38K
QT
106
Quantamental Technologies
New York
$34K +$5.03K +108 +18%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$30K +$5.64K +121 +24%
MAM
108
Meeder Asset Management
Ohio
$26K +$25.5K +548 New
Federated Hermes
109
Federated Hermes
Pennsylvania
$18K +$17.8K +382 New
TCOV
110
Trust Company of Vermont
Vermont
$16K
MOACM
111
Mutual of America Capital Management
New York
$14K +$1.68K +36 +14%
PCM
112
Prelude Capital Management
New York
$13K +$3.91K +84 +43%
KPW
113
Kore Private Wealth
New York
$12K
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$10K -$14.4K -310 -60%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$10K -$13.9K -299 -60%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$9K -$419 -9 -4%
TRCT
117
Tower Research Capital (TRC)
New York
$9K +$9.09K +195 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$7K
SWA
119
Sutton Wealth Advisors
Florida
$6.43K
AG
120
Advisor Group
Arizona
$5K -$13.3K -286 -74%
MNBTD
121
Moody National Bank Trust Division
Texas
$5K
Simplex Trading
122
Simplex Trading
Illinois
$4K +$4.33K +93 New
VCM
123
Versant Capital Management
Arizona
$3K -$1.68K -36 -31%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$3K
BCA
125
Berman Capital Advisors
Georgia
$2K

FORR Hedge Fund Activity: Q1 2019 in Review

132 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2019, worth a combined $511M — up 7.5% from $475M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FORR positions and 15 closed out — a net gain of 6 holders — while 50 added to existing stakes and 31 trimmed.

The largest buyer was Assenagon Asset Management, opening a new position worth an estimated $5.19M. The largest seller was Wellington Management Group, cutting an estimated $18.5M.

  • 132 institutional investors held Forrester Research (FORR) as of Q1 2019, up from 126 in Q4 2018.
  • Funds reported $511M of Forrester Research stock for Q1 2019, up 7.5% quarter-over-quarter.
  • 21 funds opened new Forrester Research positions in Q1 2019 and 15 closed out, a net change of +6 holders.
  • The largest Forrester Research buyer in Q1 2019 was Assenagon Asset Management, an estimated $5.19M added.
  • The largest Forrester Research seller in Q1 2019 was Wellington Management Group, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.