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Forrester Research

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.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $323M → $348M (+$25.5M)

5% more funds holding

Funds holding: 97102 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.72%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$74.4M +$1.67M +46,807 +2%
PCP
2
P2 Capital Partners
New York
$41.5M
Vanguard Group
3
Vanguard Group
Pennsylvania
$32.2M -$49.7K -1,392 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$25.5M +$274K +7,681 +1%
BFA
5
BlackRock Fund Advisors
California
$24.5M +$640K +17,923 +3%
EIP
6
Epoch Investment Partners
New York
$19M +$3.03K +85 +0%
Renaissance Technologies
7
Renaissance Technologies
New York
$18.5M -$82.7K -2,318 -0.5%
BIT
8
BlackRock Institutional Trust
California
$9.73M -$234K -6,549 -2%
USAA
9
United Services Automobile Association
Texas
$9.15M -$290K -8,120 -3%
State Street
10
State Street
Massachusetts
$7.79M -$164K -4,583 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$7.72M +$285K +7,977 +4%
Norges Bank
12
Norges Bank
Norway
$7.18M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.92M -$166K -4,644 -3%
Northern Trust
14
Northern Trust
Illinois
$5.13M +$30.1K +844 +0.6%
Invesco
15
Invesco
Georgia
$5.08M +$757K +21,218 +18%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$4.81M
GKIM
17
GW&K Investment Management
Massachusetts
$4.01M +$912K +25,550 +31%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.06M +$36.6K +1,026 +1%
Morgan Stanley
19
Morgan Stanley
New York
$2.85M -$308K -8,627 -10%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.61M +$97K +2,717 +4%
ACH
21
ArrowMark Colorado Holdings
Colorado
$2.53M +$299K +8,380 +14%
AI
22
Analytic Investors
California
$2.32M +$1.21M +33,821 +116%
NFA
23
Nationwide Fund Advisors
Ohio
$1.77M -$3.57K -100 -0.2%
Ameriprise
24
Ameriprise
Minnesota
$1.76M +$67.3K +1,885 +4%
BIM
25
BlackRock Investment Management
Delaware
$1.6M +$78.4K +2,198 +5%

FORR Hedge Fund Activity: Q2 2016 in Review

102 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2016, worth a combined $348M — up 7.9% from $323M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FORR positions and 4 closed out — a net gain of 6 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $1.67M. The largest seller was American Capital Management, exiting entirely with an estimated $14.6M sold.

  • 102 institutional investors held Forrester Research (FORR) as of Q2 2016, up from 97 in Q1 2016.
  • Funds reported $348M of Forrester Research stock for Q2 2016, up 7.9% quarter-over-quarter.
  • 10 funds opened new Forrester Research positions in Q2 2016 and 4 closed out, a net change of +6 holders.
  • The largest Forrester Research buyer in Q2 2016 was Wellington Management Group, an estimated $1.67M added.
  • The largest Forrester Research seller in Q2 2016 was American Capital Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2016.