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Forrester Research
FORR

Overview Fund Activity

95 hedge funds and large institutions have $376M invested in Forrester Research in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 49 reducing their positions, and 10 closing their positions.

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
23
Reduced
49
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.35M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.13M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$693K
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$7.98M
5
ICAP
5
Independence Capital Asset Partners
Colorado
$608K

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$5.45M
2
BFA
2
BlackRock Fund Advisors
California
$20.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$93.8M
4
RA
4
Royce & Associates
New York
$14.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.8M 2,545,865 -32,619 -1%
PCP
2
P2 Capital Partners
New York
$43.4M 1,177,995 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.1M 816,937 -19,021 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.8M 644,304 -10,062 -2%
BFA
5
BlackRock Fund Advisors
California
$20.2M 548,961 -38,668 -7%
EIP
6
Epoch Investment Partners
New York
$17.2M 466,006 -20,430 -4%
ACM
7
American Capital Management
New York
$16.4M 446,012 -3,000 -0.7%
RA
8
Royce & Associates
New York
$14.7M 400,041 -31,122 -7%
BIT
9
BlackRock Institutional Trust
California
$12.3M 333,037 -18,023 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.13M 247,600 +19,600 +9%
State Street
11
State Street
Massachusetts
$8.84M 239,894 -15,091 -6%
USAA
12
United Services Automobile Association
Texas
$8.04M 218,009 +2,600 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$7.98M 216,606 +17,033 +9%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$7.95M 215,593 -3,308 -2%
Northern Trust
15
Northern Trust
Illinois
$5.54M 150,226 -8,409 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.53M 149,943 -7,249 -5%
Norges Bank
17
Norges Bank
Norway
$5.45M 147,903 -147,903 -50%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.7M 73,196 +1,420 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.43M 65,861 -7,463 -10%
Invesco
20
Invesco
Georgia
$2.26M 61,179 -5,177 -8%
SFM
21
Systematic Financial Management
New Jersey
$2.25M 61,130 +9,795 +19%
NFA
22
Nationwide Fund Advisors
Ohio
$2.15M 58,187 -522 -0.9%
TCIM
23
TIAA CREF Investment Management
New York
$1.8M 48,939 -1,324 -3%
Ameriprise
24
Ameriprise
Minnesota
$1.76M 47,712 -2,710 -5%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.38M 37,291 -7,350 -16%
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