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Forrester Research
FORR

Overview Fund Activity

127 hedge funds and large institutions have $435M invested in Forrester Research in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 44 increasing their positions, 35 reducing their positions, and 7 closing their positions.

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
44
Reduced
35
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.89M
2
BFA
2
BlackRock Fund Advisors
California
$34.4M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$8.81M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$5.46M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.81M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$0
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$84.6M
3
Millennium Management
3
Millennium Management
New York
$1.21M
4
MAM
4
Martingale Asset Management
Massachusetts
$443K
5
SIM
5
Spark Investment Management
New York
$294K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$84.6M 1,970,362 -74,107 -4%
PCP
2
P2 Capital Partners
New York
$48.3M 1,125,608 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$37.9M 881,552 +27,476 +3%
BFA
4
BlackRock Fund Advisors
California
$34.4M 800,881 +83,611 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.9M 696,422 -553 -0.1%
Renaissance Technologies
6
Renaissance Technologies
New York
$23.2M 540,200 +6,582 +1%
ACM
7
American Capital Management
New York
$17.8M 413,702 -3,205 -0.8%
BIT
8
BlackRock Institutional Trust
California
$11.5M 266,641 +185 +0.1%
Norges Bank
9
Norges Bank
Norway
$11M 256,053 – –
USAA
10
United Services Automobile Association
Texas
$10.2M 236,499 -7,390 -3%
State Street
11
State Street
Massachusetts
$10.1M 236,133 +17,441 +8%
Invesco
12
Invesco
Georgia
$9.22M 214,620 +31,372 +17%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$8.81M 205,097 +43,212 +27%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.67M 178,617 +12,671 +8%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$6.46M 150,300 +22,845 +18%
Northern Trust
16
Northern Trust
Illinois
$5.95M 138,407 -1,520 -1%
ACH
17
ArrowMark Colorado Holdings
Colorado
$5.46M 127,216 +33,094 +35%
Morgan Stanley
18
Morgan Stanley
New York
$5.02M 116,849 +9,264 +9%
GKIM
19
GW&K Investment Management
Massachusetts
$4.49M 104,630 -5,663 -5%
Wells Fargo
20
Wells Fargo
California
$3.89M 90,542 +87,063 +2,503%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$3.71M 86,324 +3,030 +4%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.29M 76,499 +3,675 +5%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.43M 56,538 +19,366 +52%
BIM
24
BlackRock Investment Management
Delaware
$2.29M 53,351 +8,120 +18%
Ameriprise
25
Ameriprise
Minnesota
$2.17M 50,403 +1,320 +3%
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