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Forrester Research
FORR

Overview Fund Activity

115 hedge funds and large institutions have $506M invested in Forrester Research in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 14 closing their positions.

Holders
115
Holders Change
-4
Holders Change %
-3.36%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
42
Reduced
33
Closed
14
Calls
$225K
Puts
$1.51M
Net Calls
-$1.28M
Net Calls Change
-$416K

Top Buyers

1
AAM
1
ACK Asset Management
Connecticut
$8.89M
2
BlackRock
2
BlackRock
New York
$68.2M
3
Millennium Management
3
Millennium Management
New York
$1.78M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$22.7M
5
State Street
5
State Street
Massachusetts
$13.3M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$25.1M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$93.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$263K
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$210K
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.1M 2,028,902 -57,060 -3%
BlackRock
2
BlackRock
New York
$68.2M 1,485,725 +94,937 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.2M 1,007,171 +20,893 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.6M 774,922 +7,461 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$34.5M 751,900 +18,400 +3%
BP
6
Ballentine Partners
Massachusetts
$25.1M 546,229 -203,808 -27%
ACH
7
ArrowMark Colorado Holdings
Colorado
$23.1M 502,224 -10,343 -2%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$22.7M 494,307 +28,443 +6%
Norges Bank
9
Norges Bank
Norway
$15M 326,476 -10,000 -3%
USAA
10
United Services Automobile Association
Texas
$13.9M 301,849 – –
State Street
11
State Street
Massachusetts
$13.3M 289,128 +22,566 +8%
Invesco
12
Invesco
Georgia
$11.3M 247,145 +14,795 +6%
AAM
13
ACK Asset Management
Connecticut
$8.89M 193,600 +118,600 +158%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$8.06M 175,519 +7,523 +4%
Northern Trust
15
Northern Trust
Illinois
$7.35M 160,202 +5,181 +3%
ACM
16
American Capital Management
New York
$7.16M 155,900 -1,650 -1%
GKIM
17
GW&K Investment Management
Massachusetts
$6.21M 135,222 -3,058 -2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.93M 129,186 +9,824 +8%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$4.31M 93,989 -1,567 -2%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.93M 85,531 +4,719 +6%
Man Group
21
Man Group
United Kingdom
$2.92M 63,649 +400 +0.6%
Ameriprise
22
Ameriprise
Minnesota
$2.67M 58,123 +2,585 +5%
Morgan Stanley
23
Morgan Stanley
New York
$2.57M 55,893 +3,332 +6%
Charles Schwab
24
Charles Schwab
California
$2.5M 54,444 +3,352 +7%
Goldman Sachs
25
Goldman Sachs
New York
$2.34M 50,978 -12,230 -19%
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