Forrester Research
FORR
91 hedge funds and large institutions have $458M invested in Forrester Research in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 10 closing their positions.
3% more capital invested
Capital invested by funds: $444M → $458M (+$14.5M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 39
7% less funds holding
Funds holding: 98 → 91 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$10.9M |
| 2 |
Goldman Sachs
New York
|
+$820K |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$635K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$618K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$3.62M |
| 2 |
Two Sigma Advisers
New York
|
-$2.15M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.89M |
| 4 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
-$1.52M |
| 5 |
Two Sigma Investments
New York
|
-$1.5M |
FORR Hedge Fund Activity: Q4 2013 in Review
91 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2013, worth a combined $458M — up 3.3% from $444M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FORR and 3 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 37 added.
The largest buyer was Massachusetts Financial Services, adding an estimated $10.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $3.62M.
- 91 institutional investors held Forrester Research (FORR) as of Q4 2013, down from 98 in Q3 2013.
- Funds reported $458M of Forrester Research stock for Q4 2013, up 3.3% quarter-over-quarter.
- 3 funds opened new Forrester Research positions in Q4 2013 and 10 closed out, a net change of -7 holders.
- The largest Forrester Research buyer in Q4 2013 was Massachusetts Financial Services, an estimated $10.9M added.
- The largest Forrester Research seller in Q4 2013 was T. Rowe Price Associates, an estimated $3.62M sold.
Based on aggregated 13F filings for Q4 2013.