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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 9694 (-2)

10% less capital invested

Capital invested by funds: $303M → $273M (-$30.3M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

17% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 36

53% less call options, than puts

Call options by funds: $312K | Put options by funds: $658K

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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$53.1M -$3.24M -103,891 -5%
PCP
2
P2 Capital Partners
New York
$32.1M
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.8M +$422K +13,548 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.3M +$428K +13,728 +2%
BFA
5
BlackRock Fund Advisors
California
$18.6M +$896K +28,756 +5%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.6M +$2.09M +67,114 +15%
EIP
7
Epoch Investment Partners
New York
$14.3M +$390K +12,500 +3%
ACM
8
American Capital Management
New York
$12.6M -$98.2K -3,150 -0.7%
BIT
9
BlackRock Institutional Trust
California
$7.66M +$80.2K +2,573 +1%
USAA
10
United Services Automobile Association
Texas
$6.45M
State Street
11
State Street
Massachusetts
$6.39M +$136K +4,378 +2%
Norges Bank
12
Norges Bank
Norway
$5.54M
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$5.05M +$325K +10,416 +6%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$4.6M +$173K +5,545 +4%
Northern Trust
15
Northern Trust
Illinois
$3.83M +$2.09K +67 +0%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$3.71M +$3.74M +120,100 +1,166%
Invesco
17
Invesco
Georgia
$3.1M +$359K +11,502 +12%
Morgan Stanley
18
Morgan Stanley
New York
$2.64M +$2.84M +91,187 +6,337%
Millennium Management
19
Millennium Management
New York
$2.61M +$612K +19,622 +27%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.29M +$16.3K +524 +0.7%
Principal Financial Group
21
Principal Financial Group
Iowa
$1.86M +$70.2K +2,251 +4%
GKIM
22
GW&K Investment Management
Massachusetts
$1.76M -$8.11K -260 -0.4%
ACH
23
ArrowMark Colorado Holdings
Colorado
$1.59M +$1.74M +55,742 New
NFA
24
Nationwide Fund Advisors
Ohio
$1.37M
Ameriprise
25
Ameriprise
Minnesota
$1.29M -$63.4K -2,035 -4%

FORR Hedge Fund Activity: Q4 2015 in Review

94 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2015, worth a combined $273M — down 10% from $303M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FORR and 6 opened new positions — a net loss of 1 holder — while 36 trimmed existing stakes and 30 added.

The largest buyer was Fidelity Investments, adding an estimated $3.74M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $6.97M sold.

  • 94 institutional investors held Forrester Research (FORR) as of Q4 2015, down from 96 in Q3 2015.
  • Funds reported $273M of Forrester Research stock for Q4 2015, down 10% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q4 2015 and 7 closed out, a net change of -1 holder.
  • The largest Forrester Research buyer in Q4 2015 was Fidelity Investments, an estimated $3.74M added.
  • The largest Forrester Research seller in Q4 2015 was Kayne Anderson Rudnick Investment Management, an estimated $6.97M sold.

Based on aggregated 13F filings for Q4 2015.