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Forrester Research

96 hedge funds and large institutions have $303M invested in Forrester Research in 2015 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 34 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 9796 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

13% less capital invested

Capital invested by funds: $348M → $303M (-$44.6M)

17% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 41

68% less call options, than puts

Call options by funds: $921K | Put options by funds: $2.91M

Holders
96
Holders Change
-1
Holders Change %
-1.03%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
34
Reduced
41
Closed
10
Calls
$921K
Puts
$2.91M
Net Calls
-$1.99M
Net Calls Change
-$1.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$61.9M -$369K -11,185 -0.6%
PCP
2
P2 Capital Partners
New York
$35.4M +$5.12M +155,035 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$27M +$563K +17,052 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.9M +$330K +10,003 +2%
BFA
5
BlackRock Fund Advisors
California
$19.6M -$390K -11,812 -2%
EIP
6
Epoch Investment Partners
New York
$15.4M -$7.69K -233 -0%
Renaissance Technologies
7
Renaissance Technologies
New York
$14M +$2.76M +83,573 +23%
ACM
8
American Capital Management
New York
$14M -$28.9K -875 -0.2%
BIT
9
BlackRock Institutional Trust
California
$8.38M -$602K -18,220 -6%
USAA
10
United Services Automobile Association
Texas
$7.12M -$248K -7,520 -3%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$6.97M -$60.5K -1,834 -0.8%
State Street
12
State Street
Massachusetts
$6.91M -$422K -12,776 -5%
Norges Bank
13
Norges Bank
Norway
$6.12M
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$5.25M -$931K -28,199 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$4.9M +$419K +12,693 +9%
Northern Trust
16
Northern Trust
Illinois
$4.23M -$121K -3,672 -3%
Invesco
17
Invesco
Georgia
$3.06M +$485K +14,688 +18%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$2.51M +$117K +3,533 +5%
Millennium Management
19
Millennium Management
New York
$2.26M +$1.27M +38,590 +115%
Deutsche Bank
20
Deutsche Bank
Germany
$2M +$1.16M +35,025 +122%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.99M -$90.7K -2,746 -4%
GKIM
22
GW&K Investment Management
Massachusetts
$1.95M +$48.5K +1,470 +2%
NFA
23
Nationwide Fund Advisors
Ohio
$1.51M -$26.4K -800 -2%
Ameriprise
24
Ameriprise
Minnesota
$1.49M -$119K -3,590 -7%
RA
25
Royce & Associates
New York
$1.35M -$9.45M -286,300 -87%

FORR Hedge Fund Activity: Q3 2015 in Review

96 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2015, worth a combined $303M — down 13% from $348M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of FORR and 9 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 34 added.

The largest buyer was P2 Capital Partners, adding an estimated $5.12M. The largest seller was Royce & Associates, cutting an estimated $9.45M.

  • 96 institutional investors held Forrester Research (FORR) as of Q3 2015, down from 97 in Q2 2015.
  • Funds reported $303M of Forrester Research stock for Q3 2015, down 13% quarter-over-quarter.
  • 9 funds opened new Forrester Research positions in Q3 2015 and 10 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q3 2015 was P2 Capital Partners, an estimated $5.12M added.
  • The largest Forrester Research seller in Q3 2015 was Royce & Associates, an estimated $9.45M sold.

Based on aggregated 13F filings for Q3 2015.