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Forrester Research

98 hedge funds and large institutions have $444M invested in Forrester Research in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 37 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 37

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $450M → $444M (-$6.4M)

1% less funds holding

Funds holding: 9998 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
42
Reduced
37
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$102M +$2.64M +74,480 +3%
PCP
2
P2 Capital Partners
New York
$55.4M
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.2M +$753K +21,258 +3%
BFA
4
BlackRock Fund Advisors
California
$24.8M +$1.99M +56,209 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$23.2M +$105K +2,954 +0.5%
EIP
6
Epoch Investment Partners
New York
$18.2M +$845K +23,850 +5%
RA
7
Royce & Associates
New York
$18.1M -$67.3K -1,900 -0.4%
ACM
8
American Capital Management
New York
$16.9M +$118K +3,325 +0.7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$14.6M +$12.1M +340,587 +606%
BIT
10
BlackRock Institutional Trust
California
$12.9M -$624K -17,628 -5%
Renaissance Technologies
11
Renaissance Technologies
New York
$12.2M +$1.02M +28,800 +10%
State Street
12
State Street
Massachusetts
$10.3M +$12.7K +360 +0.1%
USAA
13
United Services Automobile Association
Texas
$7.58M +$178K +5,040 +3%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$7.52M -$2.02M -57,112 -22%
Northern Trust
15
Northern Trust
Illinois
$7.44M -$626K -17,670 -8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.34M +$454K +12,815 +8%
Norges Bank
17
Norges Bank
Norway
$5.44M
TA
18
Teachers Advisors
New York
$5.04M +$326K +9,203 +7%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$3.83M -$16.2M -458,460 -81%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.89M -$117K -3,300 -4%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.83M -$39K -1,100 -1%
Prudential Financial
22
Prudential Financial
New Jersey
$2.64M -$995K -28,100 -28%
NFA
23
Nationwide Fund Advisors
Ohio
$2.45M +$62.5K +1,764 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$2.36M +$63.8K +1,802 +3%
TCIM
25
TIAA CREF Investment Management
New York
$2.08M +$55.6K +1,569 +3%

FORR Hedge Fund Activity: Q3 2013 in Review

98 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2013, worth a combined $444M — down 1.4% from $450M a quarter earlier.

Fund positioning in FORR was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 42 added to existing stakes and 37 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $12.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $16.2M.

  • 98 institutional investors held Forrester Research (FORR) as of Q3 2013, down from 99 in Q2 2013.
  • Funds reported $444M of Forrester Research stock for Q3 2013, down 1.4% quarter-over-quarter.
  • 7 funds opened new Forrester Research positions in Q3 2013 and 7 closed out, a net change of 0 holders.
  • The largest Forrester Research buyer in Q3 2013 was Massachusetts Financial Services, an estimated $12.1M added.
  • The largest Forrester Research seller in Q3 2013 was T. Rowe Price Associates, an estimated $16.2M sold.

Based on aggregated 13F filings for Q3 2013.