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Forrester Research
FORR

Overview Fund Activity

118 hedge funds and large institutions have $449M invested in Forrester Research in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 11 closing their positions.

Holders
118
Holders Change
-2
Holders Change %
-1.67%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
45
Reduced
39
Closed
11
Calls
–
Puts
$394K
Net Calls
-$394K
Net Calls Change
-$394K

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$20M
2
Man Group
2
Man Group
United Kingdom
$2.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$28.9M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$16.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31M

Top Sellers

1
ACM
1
American Capital Management
New York
$6.8M
2
Wells Fargo
2
Wells Fargo
California
$1.32M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$786K
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$3.79M
5
Norges Bank
5
Norges Bank
Norway
$18.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$85.2M 2,055,031 -18,990 -0.9%
BlackRock
2
BlackRock
New York
$55.2M 1,332,635 +821 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.7M 982,836 +16,194 +2%
BP
4
Ballentine Partners
Massachusetts
$31.1M 750,037 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31M 748,186 +21,970 +3%
Renaissance Technologies
6
Renaissance Technologies
New York
$28.9M 697,800 +46,500 +7%
ACH
7
ArrowMark Colorado Holdings
Colorado
$20M 483,338 +177,055 +58%
Norges Bank
8
Norges Bank
Norway
$18.1M 435,974 -19,801 -4%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$16.2M 391,827 +29,751 +8%
State Street
10
State Street
Massachusetts
$10.8M 260,611 -1,595 -0.6%
USAA
11
United Services Automobile Association
Texas
$10.6M 256,849 +9,770 +4%
Invesco
12
Invesco
Georgia
$9.11M 219,730 +19,012 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.08M 170,722 +4,446 +3%
ACM
14
American Capital Management
New York
$6.8M 163,950 -234,502 -59%
Northern Trust
15
Northern Trust
Illinois
$6.12M 147,676 +3,204 +2%
GKIM
16
GW&K Investment Management
Massachusetts
$5.77M 139,207 +173 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$4.65M 112,069 -17,503 -14%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$4.25M 102,570 +2,664 +3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$3.79M 91,303 -20,144 -18%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.35M 80,746 +2,112 +3%
Man Group
21
Man Group
United Kingdom
$2.8M 67,605 +67,605 New
Ameriprise
22
Ameriprise
Minnesota
$2.21M 53,273 -2,770 -5%
Goldman Sachs
23
Goldman Sachs
New York
$2.19M 52,731 +1,049 +2%
Charles Schwab
24
Charles Schwab
California
$2.05M 49,544 +6,504 +15%
MAM
25
Martingale Asset Management
Massachusetts
$1.66M 40,004 -900 -2%
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