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Forrester Research
FORR

Overview Fund Activity

97 hedge funds and large institutions have $323M invested in Forrester Research in 2016 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 27 reducing their positions, and 7 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
2.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
41
Reduced
27
Closed
7
Calls
$326K
Puts
–
Net Calls
+$326K
Net Calls Change
+$672K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$66.2M
2
USAA
2
United Services Automobile Association
Texas
$8.62M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$6.77M
4
GKIM
4
GW&K Investment Management
Massachusetts
$2.8M
5
CIA
5
Capital Impact Advisors
Massachusetts
$823K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$290K
2
Deutsche Bank
2
Deutsche Bank
Germany
$473K
3
AIM
3
Alambic Investment Management
California
$0
4
Two Sigma Investments
4
Two Sigma Investments
New York
$524K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$66.2M 1,970,732 +105,534 +6%
PCP
2
P2 Capital Partners
New York
$37.8M 1,125,608 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.4M 876,193 +5,376 +0.6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23M 684,671 +7,445 +1%
BFA
5
BlackRock Fund Advisors
California
$21.7M 646,499 -6,646 -1%
EIP
6
Epoch Investment Partners
New York
$17.4M 516,699 +15,400 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$17M 505,318 -7,914 -2%
ACM
8
American Capital Management
New York
$14.6M 433,822 -7,440 -2%
BIT
9
BlackRock Institutional Trust
California
$9.1M 270,648 +1,584 +0.6%
USAA
10
United Services Automobile Association
Texas
$8.62M 256,409 +29,920 +13%
State Street
11
State Street
Massachusetts
$7.26M 215,947 -8,360 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$6.77M 201,512 +24,025 +14%
Norges Bank
13
Norges Bank
Norway
$6.54M 194,699 – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$5.55M 165,222 +3,819 +2%
Northern Trust
15
Northern Trust
Illinois
$4.65M 138,467 +3,983 +3%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.38M 130,400 – –
Invesco
17
Invesco
Georgia
$3.92M 116,597 +7,713 +7%
Morgan Stanley
18
Morgan Stanley
New York
$2.89M 86,041 -6,585 -7%
GKIM
19
GW&K Investment Management
Massachusetts
$2.8M 83,373 +21,548 +35%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.29M 68,044 +2,649 +4%
ACH
21
ArrowMark Colorado Holdings
Colorado
$2.03M 60,326 +4,584 +8%
NFA
22
Nationwide Fund Advisors
Ohio
$1.62M 48,237 +155 +0.3%
Ameriprise
23
Ameriprise
Minnesota
$1.55M 45,976 +750 +2%
RA
24
Royce & Associates
New York
$1.44M 42,804 – –
BIM
25
BlackRock Investment Management
Delaware
$1.38M 41,109 +768 +2%
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