We are live on ! Find out more
FORR icon

Forrester Research

97 hedge funds and large institutions have $348M invested in Forrester Research in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 37 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $362M → $348M (-$14.4M)

5% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 39

1% less funds holding

Funds holding: 9897 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $465K

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% 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
6
Increased
37
Reduced
39
Closed
7
Calls
Puts
$465K
Net Calls
-$465K
Net Calls Change
-$465K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.3M -$9.31M -263,426 -12%
PCP
2
P2 Capital Partners
New York
$35M +$1.7M +48,222 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.3M +$454K +12,843 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.5M -$149K -4,213 -0.6%
BFA
5
BlackRock Fund Advisors
California
$22.9M -$213K -6,021 -0.9%
EIP
6
Epoch Investment Partners
New York
$17.6M +$1.08M +30,680 +7%
ACM
7
American Capital Management
New York
$16M +$551K +15,597 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.1M +$651K +18,424 +5%
RA
9
Royce & Associates
New York
$11.9M -$19K -537 -0.2%
BIT
10
BlackRock Institutional Trust
California
$10.3M -$1.38M -38,918 -12%
USAA
11
United Services Automobile Association
Texas
$8.43M +$110K +3,100 +1%
State Street
12
State Street
Massachusetts
$8.39M +$227K +6,409 +3%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.05M +$107K +3,023 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$7.03M +$259K +7,337 +4%
Norges Bank
15
Norges Bank
Norway
$7.01M +$1.65M +46,796 +32%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.16M +$111K +3,141 +2%
Northern Trust
17
Northern Trust
Illinois
$4.97M -$118K -3,348 -2%
Invesco
18
Invesco
Georgia
$2.98M +$291K +8,241 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.75M -$7.17K -203 -0.3%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.37M -$42.9K -1,215 -2%
GKIM
21
GW&K Investment Management
Massachusetts
$2.18M +$7.07K +200 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$1.83M +$34.3K +971 +2%
NFA
23
Nationwide Fund Advisors
Ohio
$1.76M -$257K -7,276 -13%
Citadel Advisors
24
Citadel Advisors
Florida
$1.58M +$760K +21,501 +97%
BIM
25
BlackRock Investment Management
Delaware
$1.47M +$151K +4,266 +12%

FORR Hedge Fund Activity: Q2 2015 in Review

97 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2015, worth a combined $348M — down 4% from $362M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 37 added.

The largest buyer was P2 Capital Partners, adding an estimated $1.7M. The largest seller was Wellington Management Group, cutting an estimated $9.31M.

  • 97 institutional investors held Forrester Research (FORR) as of Q2 2015, down from 98 in Q1 2015.
  • Funds reported $348M of Forrester Research stock for Q2 2015, down 4% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q2 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q2 2015 was P2 Capital Partners, an estimated $1.7M added.
  • The largest Forrester Research seller in Q2 2015 was Wellington Management Group, an estimated $9.31M sold.

Based on aggregated 13F filings for Q2 2015.