We are live on ! Find out more
FORR icon

Forrester Research
FORR

116 hedge funds and large institutions have $428M invested in Forrester Research in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

14% more capital invested

Capital invested by funds: $375M → $428M (+$53.4M)

3.83% more ownership

Funds ownership: 53.87% → 57.7% (+3.8%)

3% less funds holding

Funds holding: 119 → 116 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
46
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BP
Ballentine Partners
Massachusetts
+$10.1M
2
Invesco
Invesco
Georgia
+$7.24M
3
Norges Bank
Norges Bank
Norway
+$5.06M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$3.67M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$5.55M
2
PCP
P2 Capital Partners
New York
-$591K
3
Vanguard Group
Vanguard Group
Pennsylvania
-$588K
4
Victory Capital Management
Victory Capital Management
Texas
-$486K
5
Squarepoint
Squarepoint
New York
-$368K

FORR Hedge Fund Activity: Q3 2017 in Review

116 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q3 2017, worth a combined $428M — up 14% from $375M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of FORR and 6 opened new positions — a net loss of 3 holders — while 38 trimmed existing stakes and 46 added.

The largest buyer was Ballentine Partners, adding an estimated $10.1M. The largest seller was Millennium Management, exiting entirely with an estimated $5.55M sold.

  • 116 institutional investors held Forrester Research (FORR) as of Q3 2017, down from 119 in Q2 2017.
  • Funds reported $428M of Forrester Research stock for Q3 2017, up 14% quarter-over-quarter.
  • 6 funds opened new Forrester Research positions in Q3 2017 and 9 closed out, a net change of -3 holders.
  • The largest Forrester Research buyer in Q3 2017 was Ballentine Partners, an estimated $10.1M added.
  • The largest Forrester Research seller in Q3 2017 was Millennium Management, an estimated $5.55M sold.

Based on aggregated 13F filings for Q3 2017.