Forrester Research
FORR
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.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
18% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 40
10% more funds holding
Funds holding: 115 → 126 (+11)
2.8% less ownership
Funds ownership: 61.07% → 58.27% (-2.8%)
6% less capital invested
Capital invested by funds: $506M → $475M (-$31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.82M |
| 2 |
Morgan Stanley
New York
|
+$1.46M |
| 3 |
Millennium Management
New York
|
+$1.42M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$1.34M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BP
Ballentine Partners
Waltham,
Massachusetts
|
-$12.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$8.94M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.71M |
| 4 |
Bank of New York Mellon
New York
|
-$2.48M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$981K |
FORR Hedge Fund Activity: Q4 2018 in Review
126 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Forrester Research (FORR) for Q4 2018, worth a combined $475M — down 6.1% from $506M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new FORR positions and 7 closed out — a net gain of 11 holders — while 47 added to existing stakes and 40 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.82M. The largest seller was Ballentine Partners, cutting an estimated $12.6M.
- 126 institutional investors held Forrester Research (FORR) as of Q4 2018, up from 115 in Q3 2018.
- Funds reported $475M of Forrester Research stock for Q4 2018, down 6.1% quarter-over-quarter.
- 18 funds opened new Forrester Research positions in Q4 2018 and 7 closed out, a net change of +11 holders.
- The largest Forrester Research buyer in Q4 2018 was Vanguard Group, an estimated $1.82M added.
- The largest Forrester Research seller in Q4 2018 was Ballentine Partners, an estimated $12.6M sold.
Based on aggregated 13F filings for Q4 2018.