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Forrester Research
FORR

Overview Fund Activity

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.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.62%
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

Top Buyers

1
PCP
1
P2 Capital Partners
New York
$35M
2
Norges Bank
2
Norges Bank
Norway
$7.01M
3
EIP
3
Epoch Investment Partners
New York
$17.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.58M
5
HRCM
5
Hawk Ridge Capital Management
California
$754K

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$174K
3
BIT
3
BlackRock Institutional Trust
California
$10.3M
4
UBS Group
4
UBS Group
Switzerland
$3K
5
KBC Group
5
KBC Group
Belgium
$57K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$71.3M 1,980,274 -263,426 -12%
PCP
2
P2 Capital Partners
New York
$35M 970,573 +48,222 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.3M 840,217 +12,843 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.5M 653,495 -4,213 -0.6%
BFA
5
BlackRock Fund Advisors
California
$22.9M 636,201 -6,021 -0.9%
EIP
6
Epoch Investment Partners
New York
$17.6M 489,032 +30,680 +7%
ACM
7
American Capital Management
New York
$16M 445,287 +15,597 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.1M 362,545 +18,424 +5%
RA
9
Royce & Associates
New York
$11.9M 329,104 -537 -0.2%
BIT
10
BlackRock Institutional Trust
California
$10.3M 284,711 -38,918 -12%
USAA
11
United Services Automobile Association
Texas
$8.43M 234,009 +3,100 +1%
State Street
12
State Street
Massachusetts
$8.39M 232,705 +6,409 +3%
Kayne Anderson Rudnick Investment Management
13
Kayne Anderson Rudnick Investment Management
California
$8.05M 223,443 +3,023 +1%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$7.03M 195,270 +7,337 +4%
Norges Bank
15
Norges Bank
Norway
$7.01M 194,699 +46,796 +32%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$5.16M 143,165 +3,141 +2%
Northern Trust
17
Northern Trust
Illinois
$4.97M 138,089 -3,348 -2%
Invesco
18
Invesco
Georgia
$2.98M 82,694 +8,241 +11%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.75M 76,329 -203 -0.3%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.37M 65,890 -1,215 -2%
GKIM
21
GW&K Investment Management
Massachusetts
$2.18M 60,615 +200 +0.3%
Ameriprise
22
Ameriprise
Minnesota
$1.83M 50,851 +971 +2%
NFA
23
Nationwide Fund Advisors
Ohio
$1.76M 48,882 -7,276 -13%
Citadel Advisors
24
Citadel Advisors
Florida
$1.58M 43,761 +21,501 +97%
BIM
25
BlackRock Investment Management
Delaware
$1.47M 40,751 +4,266 +12%
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