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Forrester Research
FORR

Overview Fund Activity

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.

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

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$5.38M
2
BlackRock
2
BlackRock
New York
$77.2M
3
OAM
3
Oxford Asset Management
United Kingdom
$2.79M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.54M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$75.8M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$878K
4
USAA
4
United Services Automobile Association
Texas
$11.2M
5
Norges Bank
5
Norges Bank
Norway
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
101
LS Investment Advisors
Michigan
$60K 1,233 +59 +5%
UBS Group
102
UBS Group
Switzerland
$53K 1,108 -3,284 -75%
US Bancorp
103
US Bancorp
Minnesota
$49K 1,025 -155 -13%
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$44K 912 +176 +24%
AIP
105
Ameritas Investment Partners
Nebraska
$38K 776 – –
QT
106
Quantamental Technologies
New York
$34K 705 +108 +18%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$30K 621 +121 +24%
MAM
108
Meeder Asset Management
Ohio
$26K 548 +548 New
Federated Hermes
109
Federated Hermes
Pennsylvania
$18K 382 +382 New
TCOV
110
Trust Company of Vermont
Vermont
$16K 330 – –
MOACM
111
Mutual of America Capital Management
New York
$14K 291 +36 +14%
PCM
112
Prelude Capital Management
New York
$13K 278 +84 +43%
KPW
113
Kore Private Wealth
New York
$12K 250 – –
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$10K 210 -310 -60%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$10K 200 -299 -60%
PNC Financial Services Group
116
PNC Financial Services Group
Pennsylvania
$9K 201 -9 -4%
TRCT
117
Tower Research Capital (TRC)
New York
$9K 195 +195 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$7K 145 – –
SWA
119
Sutton Wealth Advisors
Florida
$6.43K 133 – –
AG
120
Advisor Group
Arizona
$5K 100 -286 -74%
MNBTD
121
Moody National Bank Trust Division
Texas
$5K 98 – –
Simplex Trading
122
Simplex Trading
Illinois
$4K 93 +93 New
VCM
123
Versant Capital Management
Arizona
$3K 80 -36 -31%
WAM
124
Wealthspire Advisors (Maryland)
Maryland
$3K 57 – –
LC
125
Lindbrook Capital
California
$2K 43 – –
2 3 4
5
6