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Forrester Research
FORR

Overview Fund Activity

95 hedge funds and large institutions have $399M invested in Forrester Research in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 41 reducing their positions, and 7 closing their positions.

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
27
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.06M
2
Invesco
2
Invesco
Georgia
$2.42M
3
EIP
3
Epoch Investment Partners
New York
$19M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$30.9M
5
Citadel Advisors
5
Citadel Advisors
Florida
$570K

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$6.55M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$94.3M
3
TA
3
Teachers Advisors
New York
$718K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$9.02M
5
PAM
5
Panagora Asset Management
Massachusetts
$461K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$94.3M 2,630,544 -119,656 -4%
PCP
2
P2 Capital Partners
New York
$54M 1,507,517 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.9M 861,359 +22,494 +3%
BFA
4
BlackRock Fund Advisors
California
$24.8M 691,179 +7,513 +1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.8M 636,139 +713 +0.1%
EIP
6
Epoch Investment Partners
New York
$19M 529,502 +22,495 +4%
RA
7
Royce & Associates
New York
$17M 473,657 -15,500 -3%
ACM
8
American Capital Management
New York
$16M 444,910 -15,027 -3%
BIT
9
BlackRock Institutional Trust
California
$12.7M 355,246 +12,541 +4%
State Street
10
State Street
Massachusetts
$9.31M 259,694 -6,097 -2%
Renaissance Technologies
11
Renaissance Technologies
New York
$9.02M 251,600 -49,700 -16%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$7.87M 219,538 -1,818 -0.8%
USAA
13
United Services Automobile Association
Texas
$7.72M 215,409 – –
Northern Trust
14
Northern Trust
Illinois
$6.74M 187,963 -13,290 -7%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$6.55M 182,740 -499,540 -73%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.74M 160,007 -1,962 -1%
Norges Bank
17
Norges Bank
Norway
$5.3M 147,903 – –
Principal Financial Group
18
Principal Financial Group
Iowa
$2.97M 82,827 +2,803 +4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.85M 79,493 +1,973 +3%
Invesco
20
Invesco
Georgia
$2.42M 67,593 +23,971 +55%
NFA
21
Nationwide Fund Advisors
Ohio
$2.22M 61,886 -2,966 -5%
Morgan Stanley
22
Morgan Stanley
New York
$2.06M 57,451 +44,043 +328%
TCIM
23
TIAA CREF Investment Management
New York
$1.96M 54,740 -3,920 -7%
Ameriprise
24
Ameriprise
Minnesota
$1.82M 50,810 -6,110 -11%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.7M 47,541 -3,515 -7%
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