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Forrester Research
FORR

Overview Fund Activity

132 hedge funds and large institutions have $511M invested in Forrester Research in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
50
Reduced
31
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$80K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$5.38M
2
BlackRock
2
BlackRock
New York
$77.2M
3
OAM
3
Oxford Asset Management
United Kingdom
$2.79M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$2.54M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$75.8M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$878K
4
USAA
4
United Services Automobile Association
Texas
$11.2M
5
Norges Bank
5
Norges Bank
Norway
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BCA
126
Berman Capital Advisors
Georgia
$2K 51 – –
TWA
127
TCI Wealth Advisors
Arizona
$2K 51 – –
NFG
128
Next Financial Group
Texas
$2K 42 – –
NFH
129
NEXT Financial Holdings
Texas
$2K 42 +42 New
CAM
130
Cresset Asset Management
Illinois
$1K 16 – –
PFBT
131
Parkside Financial Bank & Trust
Missouri
$1K 14 +4 +40%
BG
132
Bahl & Gaynor
Ohio
– – -25,119 Closed
SGI
133
Summit Global Investments
Utah
– – -15,900 Closed
SRAM
134
Stone Ridge Asset Management
New York
– – -12,325 Closed
First Trust Advisors
135
First Trust Advisors
Illinois
– – -4,747 Closed
Russell Investments Group
136
Russell Investments Group
United Kingdom
– – -2,878 Closed
Marshall Wace
137
Marshall Wace
United Kingdom
– – -2,336 Closed
PI
138
PineBridge Investments
New York
– – -1,837 Closed
CCM
139
Copeland Capital Management
Pennsylvania
– – -277 Closed
LTFS
140
Ladenburg Thalmann Financial Services
Florida
– – -189 Closed
OAM
141
Oppenheimer Asset Management
New York
– – -60 Closed
JA
142
JOYN Advisors
Georgia
– – -53 Closed
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
– – -48 Closed
MSA
144
Marino Stram & Associates
Massachusetts
– – -31 Closed
HNB
145
Huntington National Bank
Ohio
– – -1 Closed
CIR
146
Clear Investment Research
Georgia
$0 6 – –
CFGS
147
Concourse Financial Group Securities
Alabama
– – – –
GT
148
Glenmede Trust
Pennsylvania
$0 19 – –
2 3 4 5
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