Forrester Research
FORR
127 hedge funds and large institutions have $435M invested in Forrester Research in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
55.56% more ownership
Funds ownership: 0% → 55.56% (+56%)
26% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 35
13% more capital invested
Capital invested by funds: $386M → $435M (+$49.1M)
9% more funds holding
Funds holding: 116 → 127 (+11)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| 1 |
Wells Fargo
San Francisco,
California
|
+$3.46M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.32M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.72M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.32M |
| 5 |
Goldman Sachs
New York
|
+$1.29M |
Top Sellers
| 1 |
EIP
Epoch Investment Partners
New York
|
-$5.22M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.95M |
| 3 |
Millennium Management
New York
|
-$1.23M |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$1.15M |
| 5 |
SIM
Spark Investment Management
New York
|
-$745K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Arrowstreet Capital
Boston,
Massachusetts
| – | -$622K | -16,000 | Closed |
|
127
California Public Employees Retirement System
Sacramento,
California
| – | -$455K | -11,700 | Closed |
|
|
DTL
128
Dynamic Technology Lab
Singapore
| – | -$444K | -11,412 | Closed |
|
|
VKH
129
Virtu KCG Holdings
New York
| – | -$383K | -9,844 | Closed |
|
130
SG Americas Securities
New York
| – | -$161K | -4,147 | Closed |
|
|
PCM
131
Prelude Capital Management
New York
| – | -$35K | -900 | Closed |
|
|
TRCT
132
Tower Research Capital (TRC)
New York
| – | -$15.5K | -390 | -98% |
|
133
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$239 | +6 | New |
|
FORR Hedge Fund Activity: Q4 2016 in Review
127 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2016, worth a combined $435M — up 13% from $386M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FORR positions and 7 closed out — a net gain of 13 holders — while 44 added to existing stakes and 35 trimmed.
The largest buyer was Wells Fargo, adding an estimated $3.46M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $5.22M sold.
- 127 institutional investors held Forrester Research (FORR) as of Q4 2016, up from 116 in Q3 2016.
- Funds reported $435M of Forrester Research stock for Q4 2016, up 13% quarter-over-quarter.
- 20 funds opened new Forrester Research positions in Q4 2016 and 7 closed out, a net change of +13 holders.
- The largest Forrester Research buyer in Q4 2016 was Wells Fargo, an estimated $3.46M added.
- The largest Forrester Research seller in Q4 2016 was Epoch Investment Partners, an estimated $5.22M sold.
Based on aggregated 13F filings for Q4 2016.