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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9695 (-1)

6% less capital invested

Capital invested by funds: $401M → $376M (-$25.1M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

53% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 49

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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.8M -$1.25M -32,619 -1%
PCP
2
P2 Capital Partners
New York
$43.4M
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.1M -$728K -19,021 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.8M -$385K -10,062 -2%
BFA
5
BlackRock Fund Advisors
California
$20.2M -$1.48M -38,668 -7%
EIP
6
Epoch Investment Partners
New York
$17.2M -$782K -20,430 -4%
ACM
7
American Capital Management
New York
$16.4M -$115K -3,000 -0.7%
RA
8
Royce & Associates
New York
$14.7M -$1.19M -31,122 -7%
BIT
9
BlackRock Institutional Trust
California
$12.3M -$690K -18,023 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$9.13M +$750K +19,600 +9%
State Street
11
State Street
Massachusetts
$8.84M -$578K -15,091 -6%
USAA
12
United Services Automobile Association
Texas
$8.04M +$99.5K +2,600 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$7.98M +$652K +17,033 +9%
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$7.95M -$127K -3,308 -2%
Northern Trust
15
Northern Trust
Illinois
$5.54M -$322K -8,409 -5%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.53M -$277K -7,249 -5%
Norges Bank
17
Norges Bank
Norway
$5.45M -$5.66M -147,903 -50%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.7M +$54.3K +1,420 +2%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.43M -$286K -7,463 -10%
Invesco
20
Invesco
Georgia
$2.25M -$198K -5,177 -8%
SFM
21
Systematic Financial Management
New Jersey
$2.25M +$375K +9,795 +19%
NFA
22
Nationwide Fund Advisors
Ohio
$2.15M -$20K -522 -0.9%
TCIM
23
TIAA CREF Investment Management
New York
$1.8M -$50.7K -1,324 -3%
Ameriprise
24
Ameriprise
Minnesota
$1.76M -$104K -2,710 -5%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.38M -$281K -7,350 -16%

FORR Hedge Fund Activity: Q3 2014 in Review

95 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2014, worth a combined $376M — down 6.3% from $401M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FORR and 9 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 23 added.

The largest buyer was Citadel Advisors, adding an estimated $780K. The largest seller was Norges Bank, cutting an estimated $5.66M.

  • 95 institutional investors held Forrester Research (FORR) as of Q3 2014, down from 96 in Q2 2014.
  • Funds reported $376M of Forrester Research stock for Q3 2014, down 6.3% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q3 2014 and 10 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2014 was Citadel Advisors, an estimated $780K added.
  • The largest Forrester Research seller in Q3 2014 was Norges Bank, an estimated $5.66M sold.

Based on aggregated 13F filings for Q3 2014.