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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
46
Reduced
30
Closed
24
Calls
$1.29M
Puts
$1.71M
Net Calls
-$423K
Net Calls Change
-$118K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$2.79M
4
CCPM
4
Cooper Creek Partners Management
New York
$2.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.19M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$39.2M
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LIA
101
LS Investment Advisors
Michigan
$40K 1,233 – –
US Bancorp
102
US Bancorp
Minnesota
$33K 1,025 – –
Macquarie Group
103
Macquarie Group
Australia
$32K 1,000 -4,300 -81%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$27K 848 +638 +304%
AIP
105
Ameritas Investment Partners
Nebraska
$25K 776 – –
MOACM
106
Mutual of America Capital Management
New York
$13K 393 +24 +7%
Lazard Asset Management
107
Lazard Asset Management
New York
$12K 404 +404 New
TCOV
108
Trust Company of Vermont
Vermont
$11K 330 – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$6K 200 -32 -14%
Twin Tree Management
110
Twin Tree Management
Texas
$6K 181 +181 New
SWA
111
Sutton Wealth Advisors
Florida
$4.28K 133 – –
Fidelity Investments
112
Fidelity Investments
Massachusetts
$3K 107 -500 -82%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$2K 84 -162 -66%
NFG
114
Next Financial Group
Texas
$1K 42 – –
BP
115
Ballentine Partners
Massachusetts
– – -250,000 Closed
USAA
116
United Services Automobile Association
Texas
– – -215,749 Closed
AAM
117
ACK Asset Management
Connecticut
– – -193,400 Closed
RC
118
Roubaix Capital
Colorado
– – -107,419 Closed
CIA
119
Capital Impact Advisors
Massachusetts
– – -38,815 Closed
Canada Life
120
Canada Life
Manitoba, Canada
– – -14,635 Closed
IUHSA
121
Itau Unibanco Holding S.A.
Brazil
– – -13,945 Closed
HIM
122
Hillsdale Investment Management
Ontario, Canada
– – -13,000 Closed
GAM
123
Grandview Asset Management
Pennsylvania
– – -9,150 Closed
EGM
124
Engineers Gate Manager
New York
– – -7,080 Closed
UCFA
125
United Capital Financial Advisors
Texas
– – -5,475 Closed
2 3 4
5
6