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Forrester Research

116 hedge funds and large institutions have $386M invested in Forrester Research in 2016 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

129% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 21

14% more funds holding

Funds holding: 102116 (+14)

11% more capital invested

Capital invested by funds: $348M → $386M (+$37.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
116
Holders Change
+14
Holders Change %
+13.73%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
48
Reduced
21
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
$79.5M +$1.07M +26,930 +1%
PCP
2
P2 Capital Partners
New York
$43.8M
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M -$821K -20,725 -2%
BFA
4
BlackRock Fund Advisors
California
$27.9M +$2.09M +52,848 +8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.1M +$183K +4,623 +0.7%
Renaissance Technologies
6
Renaissance Technologies
New York
$20.8M +$1.21M +30,618 +6%
ACM
7
American Capital Management
New York
$16.2M +$16.5M +416,907 New
BIT
8
BlackRock Institutional Trust
California
$10.4M +$93.4K +2,357 +0.9%
Norges Bank
9
Norges Bank
Norway
$9.51M +$2.43M +61,354 +32%
USAA
10
United Services Automobile Association
Texas
$9.49M -$174K -4,400 -2%
State Street
11
State Street
Massachusetts
$8.5M +$290K +7,328 +3%
Invesco
12
Invesco
Georgia
$7.13M +$1.8M +45,433 +33%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.46M +$213K +5,368 +3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$6.3M -$1.89M -47,604 -23%
Northern Trust
15
Northern Trust
Illinois
$5.44M +$24.4K +616 +0.4%
EIP
16
Epoch Investment Partners
New York
$5.22M -$15.2M -382,539 -74%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$4.96M -$117K -2,945 -2%
GKIM
18
GW&K Investment Management
Massachusetts
$4.29M +$54.3K +1,370 +1%
Morgan Stanley
19
Morgan Stanley
New York
$4.18M +$1.19M +30,171 +39%
ACH
20
ArrowMark Colorado Holdings
Colorado
$3.66M +$1.01M +25,416 +37%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.24M +$14.2K +359 +0.4%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.83M +$81.7K +2,063 +3%
AI
23
Analytic Investors
California
$2.71M +$267K +6,734 +11%
Millennium Management
24
Millennium Management
New York
$2.29M +$2.07M +52,306 +783%
Ameriprise
25
Ameriprise
Minnesota
$1.91M +$48.4K +1,222 +3%

FORR Hedge Fund Activity: Q3 2016 in Review

116 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2016, worth a combined $386M — up 11% from $348M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FORR positions and 4 closed out — a net gain of 14 holders — while 48 added to existing stakes and 21 trimmed.

The largest buyer was American Capital Management, opening a new position worth an estimated $16.5M. The largest seller was Epoch Investment Partners, cutting an estimated $15.2M.

  • 116 institutional investors held Forrester Research (FORR) as of Q3 2016, up from 102 in Q2 2016.
  • Funds reported $386M of Forrester Research stock for Q3 2016, up 11% quarter-over-quarter.
  • 18 funds opened new Forrester Research positions in Q3 2016 and 4 closed out, a net change of +14 holders.
  • The largest Forrester Research buyer in Q3 2016 was American Capital Management, an estimated $16.5M added.
  • The largest Forrester Research seller in Q3 2016 was Epoch Investment Partners, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2016.