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Forrester Research
FORR

Overview Fund Activity

126 hedge funds and large institutions have $475M invested in Forrester Research in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 7 closing their positions.

Holders
126
Holders Change
+11
Holders Change %
+9.57%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
47
Reduced
40
Closed
7
Calls
$84K
Puts
–
Net Calls
+$84K
Net Calls Change
+$1.36M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$46.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.03M
3
Millennium Management
3
Millennium Management
New York
$3.22M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$23.9M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$23.2M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$11.2M
2
Invesco
2
Invesco
Georgia
$1.68M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$87.8M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$5.25M
5
Norges Bank
5
Norges Bank
Norway
$13.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Wellington Management Group
1
Wellington Management Group
Massachusetts
$87.8M 1,965,275 -63,627 -3%
BlackRock
2
BlackRock
New York
$67M 1,499,011 +13,286 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46.9M 1,049,801 +42,630 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.8M 777,645 +2,723 +0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$34.2M 764,800 +12,900 +2%
ACH
6
ArrowMark Colorado Holdings
Colorado
$23.9M 533,690 +31,466 +6%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$23.2M 518,915 +24,608 +5%
Norges Bank
8
Norges Bank
Norway
$13.6M 303,483 -22,993 -7%
USAA
9
United Services Automobile Association
Texas
$13.5M 302,669 +820 +0.3%
State Street
10
State Street
Massachusetts
$13M 290,543 +1,415 +0.5%
BP
11
Ballentine Partners
Massachusetts
$11.2M 250,000 -296,229 -54%
AAM
12
ACK Asset Management
Connecticut
$9.32M 210,000 +16,400 +8%
Northern Trust
13
Northern Trust
Illinois
$6.98M 156,077 -4,125 -3%
ACM
14
American Capital Management
New York
$6.61M 147,805 -8,095 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.14M 137,374 +8,188 +6%
GKIM
16
GW&K Investment Management
Massachusetts
$5.73M 128,218 -7,004 -5%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.25M 117,399 -58,120 -33%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.2M 94,002 +13 +0%
Morgan Stanley
19
Morgan Stanley
New York
$4.03M 90,055 +34,162 +61%
Principal Financial Group
20
Principal Financial Group
Iowa
$3.87M 86,601 +1,070 +1%
Millennium Management
21
Millennium Management
New York
$3.22M 71,972 +33,248 +86%
Ameriprise
22
Ameriprise
Minnesota
$2.61M 58,398 +275 +0.5%
Goldman Sachs
23
Goldman Sachs
New York
$2.53M 56,670 +5,692 +11%
Charles Schwab
24
Charles Schwab
California
$2.51M 56,174 +1,730 +3%
Man Group
25
Man Group
United Kingdom
$2.42M 54,034 -9,615 -15%
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