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Forrester Research
FORR

Overview Fund Activity

119 hedge funds and large institutions have $464M invested in Forrester Research in 2018 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 9 closing their positions.

Holders
119
Holders Change
+1
Holders Change %
+0.85%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
46
Reduced
37
Closed
9
Calls
–
Puts
$864K
Net Calls
-$864K
Net Calls Change
-$470K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$3.3M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$19.5M
3
BlackRock
3
BlackRock
New York
$58.3M
4
USAA
4
United Services Automobile Association
Texas
$12.7M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$30.8M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$14.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.21M
3
Bank of America
3
Bank of America
North Carolina
$124K
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$376K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.5M 2,085,962 +30,931 +2%
BlackRock
2
BlackRock
New York
$58.3M 1,390,788 +58,153 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.4M 986,278 +3,442 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$32.2M 767,461 +19,275 +3%
BP
5
Ballentine Partners
Massachusetts
$31.5M 750,037 – –
Renaissance Technologies
6
Renaissance Technologies
New York
$30.8M 733,500 +35,700 +5%
ACH
7
ArrowMark Colorado Holdings
Colorado
$21.5M 512,567 +29,229 +6%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$19.5M 465,864 +74,037 +19%
Norges Bank
9
Norges Bank
Norway
$14.1M 336,476 -99,498 -23%
USAA
10
United Services Automobile Association
Texas
$12.7M 301,849 +45,000 +18%
State Street
11
State Street
Massachusetts
$11.2M 266,562 +5,951 +2%
Invesco
12
Invesco
Georgia
$9.75M 232,350 +12,620 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.05M 167,996 -2,726 -2%
ACM
14
American Capital Management
New York
$6.61M 157,550 -6,400 -4%
Northern Trust
15
Northern Trust
Illinois
$6.5M 155,021 +7,345 +5%
GKIM
16
GW&K Investment Management
Massachusetts
$5.8M 138,280 -927 -0.7%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.01M 119,362 +16,792 +16%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.01M 95,556 +4,253 +5%
Principal Financial Group
19
Principal Financial Group
Iowa
$3.39M 80,812 +66 +0.1%
AAM
20
ACK Asset Management
Connecticut
$3.3M 75,000 +75,000 New
Man Group
21
Man Group
United Kingdom
$2.65M 63,249 -4,356 -6%
Goldman Sachs
22
Goldman Sachs
New York
$2.65M 63,208 +10,477 +20%
Ameriprise
23
Ameriprise
Minnesota
$2.33M 55,538 +2,265 +4%
Morgan Stanley
24
Morgan Stanley
New York
$2.21M 52,561 -59,508 -53%
Charles Schwab
25
Charles Schwab
California
$2.14M 51,092 +1,548 +3%
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