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Forrester Research
FORR

Overview Fund Activity

128 hedge funds and large institutions have $500M invested in Forrester Research in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
45
Reduced
39
Closed
15
Calls
–
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$309K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$4.39M
2
BlackRock
2
BlackRock
New York
$77.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$39.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$1.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.34M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$69.2M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$24.8M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$611K
4
Millennium Management
4
Millennium Management
New York
$2.43M
5
AAM
5
ACK Asset Management
Connecticut
$8.51M
Name Market Value Shares Shares
Change 		Shares
Change %
FMT
101
First Mercantile Trust
Tennessee
$152K 3,234 -530 -14%
MERSOM
102
Municipal Employees' Retirement System of Michigan
Michigan
$144K 3,060 +60 +2%
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$89K 1,900 – –
Bank of Montreal
104
Bank of Montreal
Ontario, Canada
$86K 1,798 +886 +97%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$69.2K 1,472 -943 -39%
PO
106
Private Ocean
California
$59K 1,259 – –
LIA
107
LS Investment Advisors
Michigan
$58K 1,233 – –
US Bancorp
108
US Bancorp
Minnesota
$48K 1,025 – –
AIP
109
Ameritas Investment Partners
Nebraska
$36K 776 – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$29K 607 -14 -2%
QT
111
Quantamental Technologies
New York
$28K 593 -112 -16%
MAM
112
Meeder Asset Management
Ohio
$20K 435 -113 -21%
MOACM
113
Mutual of America Capital Management
New York
$17K 369 +78 +27%
TCOV
114
Trust Company of Vermont
Vermont
$16K 330 – –
TRCT
115
Tower Research Capital (TRC)
New York
$13K 286 +91 +47%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$11K 232 +32 +16%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$11K 246 +45 +22%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$10K 210 – –
Fifth Third Bancorp
119
Fifth Third Bancorp
Ohio
$7K 145 – –
SWA
120
Sutton Wealth Advisors
Florida
$6.26K 133 – –
BCA
121
Berman Capital Advisors
Georgia
$2K 51 – –
TWA
122
TCI Wealth Advisors
Arizona
$2K 51 – –
NFG
123
Next Financial Group
Texas
$2K 42 – –
LC
124
Lindbrook Capital
California
$2K 43 – –
PFBT
125
Parkside Financial Bank & Trust
Missouri
$1K 14 – –
2 3 4
5
6