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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

30% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 30

4% more funds holding

Funds holding: 9498 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less capital invested

Capital invested by funds: $395M → $362M (-$33.5M)

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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$82.5M -$7.48M -199,466 -8%
PCP
2
P2 Capital Partners
New York
$33.9M -$9.29M -247,671 -21%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.4M +$980K +26,125 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.2M +$337K +8,990 +1%
BFA
5
BlackRock Fund Advisors
California
$23.6M +$1.31M +34,840 +6%
EIP
6
Epoch Investment Partners
New York
$16.9M -$420K -11,200 -2%
ACM
7
American Capital Management
New York
$15.8M -$301K -8,027 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$12.7M +$2.62M +69,803 +25%
RA
9
Royce & Associates
New York
$12.1M -$446K -11,900 -3%
BIT
10
BlackRock Institutional Trust
California
$11.9M -$61.3K -1,636 -0.5%
USAA
11
United Services Automobile Association
Texas
$8.49M +$484K +12,900 +6%
State Street
12
State Street
Massachusetts
$8.32M +$223K +5,950 +3%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.11M +$218K +5,806 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$6.91M -$1.36M -36,317 -16%
Norges Bank
15
Norges Bank
Norway
$5.44M
Northern Trust
16
Northern Trust
Illinois
$5.2M -$44.1K -1,176 -0.8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.15M +$32.7K +872 +0.6%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.81M +$96.6K +2,576 +3%
Invesco
19
Invesco
Georgia
$2.74M +$390K +10,397 +16%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.47M +$35.2K +940 +1%
GKIM
21
GW&K Investment Management
Massachusetts
$2.22M +$934K +24,905 +70%
NFA
22
Nationwide Fund Advisors
Ohio
$2.06M -$73.2K -1,953 -3%
Ameriprise
23
Ameriprise
Minnesota
$1.83M +$67.4K +1,798 +4%
Morgan Stanley
24
Morgan Stanley
New York
$1.75M +$1.49M +39,845 +516%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$1.58M +$221K +5,900 +16%

FORR Hedge Fund Activity: Q1 2015 in Review

98 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q1 2015, worth a combined $362M — down 8.5% from $395M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FORR positions and 6 closed out — a net gain of 5 holders — while 39 added to existing stakes and 30 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.62M. The largest seller was P2 Capital Partners, cutting an estimated $9.29M.

  • 98 institutional investors held Forrester Research (FORR) as of Q1 2015, up from 94 in Q4 2014.
  • Funds reported $362M of Forrester Research stock for Q1 2015, down 8.5% quarter-over-quarter.
  • 11 funds opened new Forrester Research positions in Q1 2015 and 6 closed out, a net change of +5 holders.
  • The largest Forrester Research buyer in Q1 2015 was Renaissance Technologies, an estimated $2.62M added.
  • The largest Forrester Research seller in Q1 2015 was P2 Capital Partners, an estimated $9.29M sold.

Based on aggregated 13F filings for Q1 2015.