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Forrester Research

94 hedge funds and large institutions have $395M invested in Forrester Research in 2014 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

5% more capital invested

Capital invested by funds: $376M → $395M (+$19.1M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9594 (-1)

20% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 35

Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
28
Reduced
35
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
$96.2M -$4.07M -102,699 -4%
PCP
2
P2 Capital Partners
New York
$46.1M -$316K -7,973 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.5M -$622K -15,688 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.5M +$175K +4,414 +0.7%
BFA
5
BlackRock Fund Advisors
California
$23.9M +$2.32M +58,421 +11%
EIP
6
Epoch Investment Partners
New York
$18.5M +$141K +3,546 +0.8%
ACM
7
American Capital Management
New York
$17.2M -$329K -8,295 -2%
RA
8
Royce & Associates
New York
$13.4M -$2.32M -58,500 -15%
BIT
9
BlackRock Institutional Trust
California
$12.8M -$308K -7,772 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$10.8M +$1.06M +26,718 +11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$8.83M +$303K +7,644 +4%
State Street
12
State Street
Massachusetts
$8.68M -$775K -19,548 -8%
USAA
13
United Services Automobile Association
Texas
$8.58M
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$8.45M -$38.8K -979 -0.5%
Norges Bank
15
Norges Bank
Norway
$5.82M
Northern Trust
16
Northern Trust
Illinois
$5.61M -$302K -7,613 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.48M -$428K -10,791 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.91M +$30.1K +760 +1%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.6M +$12.1K +304 +0.5%
Invesco
20
Invesco
Georgia
$2.52M +$114K +2,877 +5%
NFA
21
Nationwide Fund Advisors
Ohio
$2.29M -$3.01K -76 -0.1%
Ameriprise
22
Ameriprise
Minnesota
$1.89M +$14.7K +370 +0.8%
TCIM
23
TIAA CREF Investment Management
New York
$1.78M -$150K -3,793 -8%
Deutsche Bank
24
Deutsche Bank
Germany
$1.52M +$471K +11,868 +45%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.46M -$6.94K -175 -0.5%

FORR Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2014, worth a combined $395M — up 5.1% from $376M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FORR positions and 7 closed out — a net gain of 1 holder — while 28 added to existing stakes and 35 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.32M. The largest seller was Wellington Management Group, cutting an estimated $4.07M.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2014, down from 95 in Q3 2014.
  • Funds reported $395M of Forrester Research stock for Q4 2014, up 5.1% quarter-over-quarter.
  • 8 funds opened new Forrester Research positions in Q4 2014 and 7 closed out, a net change of +1 holder.
  • The largest Forrester Research buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $2.32M added.
  • The largest Forrester Research seller in Q4 2014 was Wellington Management Group, an estimated $4.07M sold.

Based on aggregated 13F filings for Q4 2014.