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Forrester Research
FORR

Overview Fund Activity

102 hedge funds and large institutions have $348M invested in Forrester Research in 2016 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 4 closing their positions.

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
27
Reduced
32
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$74.4M
2
AI
2
Analytic Investors
California
$2.32M
3
GKIM
3
GW&K Investment Management
Massachusetts
$4.02M
4
Invesco
4
Invesco
Georgia
$5.08M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$726K

Top Sellers

1
ACM
1
American Capital Management
New York
$0
2
BIM
2
Bogle Investment Management
Massachusetts
$0
3
Citigroup
3
Citigroup
New York
$181K
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$2.85M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$74.4M 2,017,539 +46,807 +2%
PCP
2
P2 Capital Partners
New York
$41.5M 1,125,608 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.2M 874,801 -1,392 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.5M 692,352 +7,681 +1%
BFA
5
BlackRock Fund Advisors
California
$24.5M 664,422 +17,923 +3%
EIP
6
Epoch Investment Partners
New York
$19M 516,784 +85 +0%
Renaissance Technologies
7
Renaissance Technologies
New York
$18.5M 503,000 -2,318 -0.5%
BIT
8
BlackRock Institutional Trust
California
$9.74M 264,099 -6,549 -2%
USAA
9
United Services Automobile Association
Texas
$9.15M 248,289 -8,120 -3%
State Street
10
State Street
Massachusetts
$7.79M 211,364 -4,583 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$7.72M 209,489 +7,977 +4%
Norges Bank
12
Norges Bank
Norway
$7.18M 194,699 – –
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.92M 160,578 -4,644 -3%
Northern Trust
14
Northern Trust
Illinois
$5.14M 139,311 +844 +0.6%
Invesco
15
Invesco
Georgia
$5.08M 137,815 +21,218 +18%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.81M 130,400 – –
GKIM
17
GW&K Investment Management
Massachusetts
$4.02M 108,923 +25,550 +31%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.06M 82,935 +1,026 +1%
Morgan Stanley
19
Morgan Stanley
New York
$2.85M 77,414 -8,627 -10%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.61M 70,761 +2,717 +4%
ACH
21
ArrowMark Colorado Holdings
Colorado
$2.53M 68,706 +8,380 +14%
AI
22
Analytic Investors
California
$2.32M 62,914 +33,821 +116%
NFA
23
Nationwide Fund Advisors
Ohio
$1.77M 48,137 -100 -0.2%
Ameriprise
24
Ameriprise
Minnesota
$1.76M 47,861 +1,885 +4%
BIM
25
BlackRock Investment Management
Delaware
$1.6M 43,307 +2,198 +5%
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