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Forrester Research
FORR

Overview Fund Activity

98 hedge funds and large institutions have $362M invested in Forrester Research in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 6 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
39
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$12.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.75M
3
BFA
3
BlackRock Fund Advisors
California
$23.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$1.08M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.4M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$33.9M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$82.5M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.91M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$208K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.5M 2,243,700 -199,466 -8%
PCP
2
P2 Capital Partners
New York
$33.9M 922,351 -247,671 -21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.4M 827,374 +26,125 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.2M 657,708 +8,990 +1%
BFA
5
BlackRock Fund Advisors
California
$23.6M 642,222 +34,840 +6%
EIP
6
Epoch Investment Partners
New York
$16.9M 458,352 -11,200 -2%
ACM
7
American Capital Management
New York
$15.8M 429,690 -8,027 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.7M 344,121 +69,803 +25%
RA
9
Royce & Associates
New York
$12.1M 329,641 -11,900 -3%
BIT
10
BlackRock Institutional Trust
California
$11.9M 323,629 -1,636 -0.5%
USAA
11
United Services Automobile Association
Texas
$8.49M 230,909 +12,900 +6%
State Street
12
State Street
Massachusetts
$8.33M 226,296 +5,950 +3%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.11M 220,420 +5,806 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$6.91M 187,933 -36,317 -16%
Norges Bank
15
Norges Bank
Norway
$5.44M 147,903 – –
Northern Trust
16
Northern Trust
Illinois
$5.2M 141,437 -1,176 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.15M 140,024 +872 +0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.81M 76,532 +2,576 +3%
Invesco
19
Invesco
Georgia
$2.74M 74,453 +10,397 +16%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.47M 67,105 +940 +1%
GKIM
21
GW&K Investment Management
Massachusetts
$2.22M 60,415 +24,905 +70%
NFA
22
Nationwide Fund Advisors
Ohio
$2.07M 56,158 -1,953 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.83M 49,880 +1,798 +4%
Morgan Stanley
24
Morgan Stanley
New York
$1.75M 47,566 +39,845 +516%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.58M 43,016 +5,900 +16%
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