FORR icon

Forrester Research
FORR

Overview Fund Activity

120 hedge funds and large institutions have $477M invested in Forrester Research in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 9 closing their positions.

Holders
120
Holders Change
+4
Holders Change %
+3.45%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
46
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BP
1
Ballentine Partners
Massachusetts
$33.2M
2
BlackRock
2
BlackRock
New York
$58.9M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$13.5M
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$1.89M
5
GKIM
5
GW&K Investment Management
Massachusetts
$6.15M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.87M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$714K
3
GC
3
Guggenheim Capital
Illinois
$0
4
Wells Fargo
4
Wells Fargo
California
$2.99M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$310K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$91.7M 2,074,021 +31,688 +2%
BlackRock
2
BlackRock
New York
$58.9M 1,331,814 +75,907 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$42.7M 966,642 +19,999 +2%
BP
4
Ballentine Partners
Massachusetts
$33.2M 750,037 +250,000 +50%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32.1M 726,216 +6,612 +0.9%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.8M 651,300 +19,900 +3%
Norges Bank
7
Norges Bank
Norway
$20.1M 455,775 +4,481 +1%
ACM
8
American Capital Management
New York
$17.6M 398,452 -3,300 -0.8%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$16M 362,076 +29,665 +9%
ACH
10
ArrowMark Colorado Holdings
Colorado
$13.5M 306,283 +63,588 +26%
State Street
11
State Street
Massachusetts
$11.6M 262,206 -1,031 -0.4%
USAA
12
United Services Automobile Association
Texas
$10.9M 247,079 +8,700 +4%
Invesco
13
Invesco
Georgia
$8.87M 200,718 -37,616 -16%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.35M 166,276 -8,460 -5%
Northern Trust
15
Northern Trust
Illinois
$6.39M 144,472 +885 +0.6%
GKIM
16
GW&K Investment Management
Massachusetts
$6.15M 139,034 +40,358 +41%
Morgan Stanley
17
Morgan Stanley
New York
$5.73M 129,572 +26,630 +26%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.93M 111,447 +8,915 +9%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$4.42M 99,906 +1,349 +1%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.48M 78,634 +2,726 +4%
Wells Fargo
21
Wells Fargo
California
$2.99M 67,599 -12,023 -15%
NI
22
Numeric Investors
Massachusetts
$2.75M 62,305 -3,300 -5%
Ameriprise
23
Ameriprise
Minnesota
$2.48M 56,043 -230 -0.4%
Goldman Sachs
24
Goldman Sachs
New York
$2.28M 51,682 +4,367 +9%
Charles Schwab
25
Charles Schwab
California
$1.9M 43,040 +2,274 +6%
1
2 3 4 5