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Forrester Research
FORR

Overview Fund Activity

122 hedge funds and large institutions have $389M invested in Forrester Research in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 9 closing their positions.

Holders
122
Holders Change
-5
Holders Change %
-3.94%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
51
Reduced
35
Closed
9
Calls
$246K
Puts
–
Net Calls
+$246K
Net Calls Change
+$246K

Top Buyers

1
BlackRock
1
BlackRock
New York
$48.7M
2
Invesco
2
Invesco
Georgia
$11.1M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$6.64M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.5M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$9.53M

Top Sellers

1
PCP
1
P2 Capital Partners
New York
$26.9M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$3.02M
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$847K
5
CCM
5
Cadence Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$79.2M 1,993,642 +23,280 +1%
BlackRock
2
BlackRock
New York
$48.7M 1,225,136 +1,224,196 +130,234%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.5M 917,062 +35,510 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$28M 704,941 +8,519 +1%
PCP
5
P2 Capital Partners
New York
$26.9M 675,936 -449,672 -40%
Renaissance Technologies
6
Renaissance Technologies
New York
$22M 554,200 +14,000 +3%
ACM
7
American Capital Management
New York
$16.2M 406,652 -7,050 -2%
Norges Bank
8
Norges Bank
Norway
$11.2M 282,553 +26,500 +10%
Invesco
9
Invesco
Georgia
$11.1M 279,580 +64,960 +30%
State Street
10
State Street
Massachusetts
$10M 252,522 +16,389 +7%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$9.53M 239,637 +34,540 +17%
USAA
12
United Services Automobile Association
Texas
$9.11M 229,259 -7,240 -3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.39M 185,856 +7,239 +4%
ACH
14
ArrowMark Colorado Holdings
Colorado
$6.64M 166,945 +39,729 +31%
Northern Trust
15
Northern Trust
Illinois
$5.49M 138,151 -256 -0.2%
GKIM
16
GW&K Investment Management
Massachusetts
$4.08M 102,580 -2,050 -2%
Wells Fargo
17
Wells Fargo
California
$3.79M 95,395 +4,853 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.59M 90,223 +3,899 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.15M 79,177 +2,678 +4%
Morgan Stanley
20
Morgan Stanley
New York
$3.02M 76,005 -40,844 -35%
Ameriprise
21
Ameriprise
Minnesota
$2.3M 57,898 +7,495 +15%
RA
22
Royce & Associates
New York
$1.64M 41,304 – –
CIA
23
Capital Impact Advisors
Massachusetts
$1.54M 38,830 +14,329 +58%
Charles Schwab
24
Charles Schwab
California
$1.53M 38,514 +1,539 +4%
Millennium Management
25
Millennium Management
New York
$1.5M 37,623 +9,480 +34%
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