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Forrester Research
FORR

Overview Fund Activity

94 hedge funds and large institutions have $273M invested in Forrester Research in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 36 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
2.47%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
30
Reduced
36
Closed
7
Calls
$312K
Puts
$658K
Net Calls
-$346K
Net Calls Change
+$1.65M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.64M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$14.6M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$1.59M
5
BFA
5
BlackRock Fund Advisors
California
$18.6M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$53.1M
3
AC
3
Amici Capital
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$83K
5
Deutsche Bank
5
Deutsche Bank
Germany
$994K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.1M 1,865,198 -103,891 -5%
PCP
2
P2 Capital Partners
New York
$32.1M 1,125,608 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M 870,817 +13,548 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M 677,226 +13,728 +2%
BFA
5
BlackRock Fund Advisors
California
$18.6M 653,145 +28,756 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.6M 513,232 +67,114 +15%
EIP
7
Epoch Investment Partners
New York
$14.3M 501,299 +12,500 +3%
ACM
8
American Capital Management
New York
$12.6M 441,262 -3,150 -0.7%
BIT
9
BlackRock Institutional Trust
California
$7.66M 269,064 +2,573 +1%
USAA
10
United Services Automobile Association
Texas
$6.45M 226,489 – –
State Street
11
State Street
Massachusetts
$6.39M 224,307 +4,378 +2%
Norges Bank
12
Norges Bank
Norway
$5.55M 194,699 – –
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$5.05M 177,487 +10,416 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.6M 161,403 +5,545 +4%
Northern Trust
15
Northern Trust
Illinois
$3.83M 134,484 +67 +0%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$3.71M 130,400 +120,100 +1,166%
Invesco
17
Invesco
Georgia
$3.1M 108,884 +11,502 +12%
Morgan Stanley
18
Morgan Stanley
New York
$2.64M 92,626 +91,187 +6,337%
Millennium Management
19
Millennium Management
New York
$2.61M 91,643 +19,622 +27%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.29M 80,386 +524 +0.7%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.86M 65,395 +2,251 +4%
GKIM
22
GW&K Investment Management
Massachusetts
$1.76M 61,825 -260 -0.4%
ACH
23
ArrowMark Colorado Holdings
Colorado
$1.59M 55,742 +55,742 New
NFA
24
Nationwide Fund Advisors
Ohio
$1.37M 48,082 – –
Ameriprise
25
Ameriprise
Minnesota
$1.29M 45,226 -2,035 -4%
1
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