Forrester Research
FORR
122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.
46% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 35
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.45% less ownership
Funds ownership: 55.56% → 54.1% (-1.5%)
4% less funds holding
Funds holding: 127 → 122 (-5)
11% less capital invested
Capital invested by funds: $435M → $389M (-$45.9M)
Top Buyers
| 1 |
BlackRock
New York
|
+$48.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$2.55M |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.56M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.39M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.36M |
Top Sellers
| 1 |
PCP
P2 Capital Partners
New York
|
-$17.7M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.46M |
| 3 |
Morgan Stanley
New York
|
-$1.6M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.38M |
| 5 |
CCM
Cadence Capital Management
Boston,
Massachusetts
|
-$930K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Schroder Investment Management Group
London,
United Kingdom
| – | -$221K | -5,143 | Closed |
|
|
PAM
127
Panagora Asset Management
Boston,
Massachusetts
| – | -$115K | -2,679 | Closed |
|
|
TRCT
128
Tower Research Capital (TRC)
New York
| – | +$39 | +1 | +10% |
|
|
PFBT
129
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | +$393 | +10 | New |
|
FORR Hedge Fund Activity: Q1 2017 in Review
122 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2017, worth a combined $389M — down 11% from $435M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FORR positions and 9 closed out — a net gain of 1 holder — while 51 added to existing stakes and 35 trimmed.
The largest buyer was BlackRock, adding an estimated $48.1M. The largest seller was P2 Capital Partners, cutting an estimated $17.7M.
- 122 institutional investors held Forrester Research (FORR) as of Q1 2017, down from 127 in Q4 2016.
- Funds reported $389M of Forrester Research stock for Q1 2017, down 11% quarter-over-quarter.
- 10 funds opened new Forrester Research positions in Q1 2017 and 9 closed out, a net change of +1 holder.
- The largest Forrester Research buyer in Q1 2017 was BlackRock, an estimated $48.1M added.
- The largest Forrester Research seller in Q1 2017 was P2 Capital Partners, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2017.