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Forrester Research
FORR

Overview Fund Activity

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.

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
–

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$23.9M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$10.8M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$1.29M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$547K
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.52M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.2M
2
RA
2
Royce & Associates
New York
$13.4M
3
SFM
3
Systematic Financial Management
New Jersey
$0
4
State Street
4
State Street
Massachusetts
$8.68M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$31.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$96.2M 2,443,166 -102,699 -4%
PCP
2
P2 Capital Partners
New York
$46.1M 1,170,022 -7,973 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.5M 801,249 -15,688 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.5M 648,718 +4,414 +0.7%
BFA
5
BlackRock Fund Advisors
California
$23.9M 607,382 +58,421 +11%
EIP
6
Epoch Investment Partners
New York
$18.5M 469,552 +3,546 +0.8%
ACM
7
American Capital Management
New York
$17.2M 437,717 -8,295 -2%
RA
8
Royce & Associates
New York
$13.4M 341,541 -58,500 -15%
BIT
9
BlackRock Institutional Trust
California
$12.8M 325,265 -7,772 -2%
Renaissance Technologies
10
Renaissance Technologies
New York
$10.8M 274,318 +26,718 +11%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$8.83M 224,250 +7,644 +4%
State Street
12
State Street
Massachusetts
$8.68M 220,346 -19,548 -8%
USAA
13
United Services Automobile Association
Texas
$8.58M 218,009 – –
Kayne Anderson Rudnick Investment Management
14
Kayne Anderson Rudnick Investment Management
California
$8.45M 214,614 -979 -0.5%
Norges Bank
15
Norges Bank
Norway
$5.82M 147,903 – –
Northern Trust
16
Northern Trust
Illinois
$5.61M 142,613 -7,613 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.48M 139,152 -10,791 -7%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.91M 73,956 +760 +1%
Principal Financial Group
19
Principal Financial Group
Iowa
$2.6M 66,165 +304 +0.5%
Invesco
20
Invesco
Georgia
$2.52M 64,056 +2,877 +5%
NFA
21
Nationwide Fund Advisors
Ohio
$2.29M 58,111 -76 -0.1%
Ameriprise
22
Ameriprise
Minnesota
$1.89M 48,082 +370 +0.8%
TCIM
23
TIAA CREF Investment Management
New York
$1.78M 45,146 -3,793 -8%
Deutsche Bank
24
Deutsche Bank
Germany
$1.52M 38,533 +11,868 +45%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.46M 37,116 -175 -0.5%
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