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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $439M invested in Forrester Research in 2019 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 15 closing their positions.

Holders
116
Holders Change
–
Holders Change %
0%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
41
Reduced
41
Closed
15
Calls
$1.67M
Puts
$2.43M
Net Calls
-$758K
Net Calls Change
-$335K

Top Buyers

1
RA
1
Royce & Associates
New York
$10.2M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$8.27M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$30.3M
4
BlackRock
4
BlackRock
New York
$72M
5
OPCM
5
Osborne Partners Capital Management
California
$2.03M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.43M
2
Millennium Management
2
Millennium Management
New York
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$2.86M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$48K 1,160 -1,200 -51%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$43K 1,043 +843 +422%
US Bancorp
103
US Bancorp
Minnesota
$42K 1,025 – –
Macquarie Group
104
Macquarie Group
Australia
$42K 1,000 – –
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$35K 848 – –
AIP
106
Ameritas Investment Partners
Nebraska
$32K 776 – –
MOACM
107
Mutual of America Capital Management
New York
$16K 380 -13 -3%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$16K 359 +275 +327%
TCOV
109
Trust Company of Vermont
Vermont
$14K 330 – –
LIA
110
LS Investment Advisors
Michigan
$12K 276 -957 -78%
KPW
111
Kore Private Wealth
New York
$10K 250 +250 New
SWA
112
Sutton Wealth Advisors
Florida
$7.72K 185 +52 +39%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$4K 107 – –
NFG
114
Next Financial Group
Texas
$2K 42 – –
Millennium Management
115
Millennium Management
New York
– – -99,267 Closed
Marshall Wace
116
Marshall Wace
United Kingdom
– – -86,706 Closed
Two Sigma Investments
117
Two Sigma Investments
New York
– – -41,917 Closed
WCM
118
Weld Capital Management
New York
– – -20,634 Closed
SO
119
STRS Ohio
Ohio
– – -13,900 Closed
Tudor Investment Corp
120
Tudor Investment Corp
Connecticut
– – -11,782 Closed
DTL
121
Dynamic Technology Lab
Singapore
– – -9,796 Closed
SLF
122
Sun Life Financial
Ontario, Canada
– – -9,162 Closed
OAM
123
Oxford Asset Management
United Kingdom
– – -8,433 Closed
SG Americas Securities
124
SG Americas Securities
New York
– – -4,626 Closed
PAM
125
Panagora Asset Management
Massachusetts
– – -4,624 Closed
2 3 4
5
6