Forrester Research
FORR
119 hedge funds and large institutions have $375M invested in Forrester Research in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 9 closing their positions.
44% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 36
0.23% less ownership
Funds ownership: 54.1% → 53.87% (-0.23%)
4% less capital invested
Capital invested by funds: $389M → $375M (-$14.1M)
2% less funds holding
Funds holding: 122 → 119 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
+$9.89M |
| 2 |
Millennium Management
New York
|
+$4.12M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.97M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.75M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
P2 Capital Partners
New York
|
-$26.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$8.75M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$674K |
| 4 |
MC
Menta Capital
San Francisco,
California
|
-$572K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$519K |
FORR Hedge Fund Activity: Q2 2017 in Review
119 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q2 2017, worth a combined $375M — down 3.6% from $389M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FORR and 6 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 52 added.
The largest buyer was Ballentine Partners, opening a new position worth an estimated $9.89M. The largest seller was P2 Capital Partners, cutting an estimated $26.1M.
- 119 institutional investors held Forrester Research (FORR) as of Q2 2017, down from 122 in Q1 2017.
- Funds reported $375M of Forrester Research stock for Q2 2017, down 3.6% quarter-over-quarter.
- 6 funds opened new Forrester Research positions in Q2 2017 and 9 closed out, a net change of -3 holders.
- The largest Forrester Research buyer in Q2 2017 was Ballentine Partners, an estimated $9.89M added.
- The largest Forrester Research seller in Q2 2017 was P2 Capital Partners, an estimated $26.1M sold.
Based on aggregated 13F filings for Q2 2017.