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Forrester Research
FORR

Overview Fund Activity

132 hedge funds and large institutions have $511M invested in Forrester Research in 2019 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 50 increasing their positions, 31 reducing their positions, and 15 closing their positions.

Holders
132
Holders Change
+6
Holders Change %
+4.76%
% of All Funds
2.86%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
21
Increased
50
Reduced
31
Closed
15
Calls
$4K
Puts
–
Net Calls
+$4K
Net Calls Change
-$80K

Top Buyers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$5.38M
2
RC
2
Roubaix Capital
Colorado
$4.94M
3
BlackRock
3
BlackRock
New York
$77.2M
4
OAM
4
Oxford Asset Management
United Kingdom
$2.79M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$53.4M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$75.8M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$13.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$878K
4
USAA
4
United Services Automobile Association
Texas
$11.2M
5
Norges Bank
5
Norges Bank
Norway
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$77.2M 1,596,003 +96,992 +6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$75.8M 1,568,141 -397,134 -20%
Vanguard Group
3
Vanguard Group
Pennsylvania
$53.4M 1,105,106 +55,305 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.5M 796,600 +31,800 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$37.5M 776,491 -1,154 -0.1%
ACH
6
ArrowMark Colorado Holdings
Colorado
$28M 578,668 +44,978 +8%
State Street
7
State Street
Massachusetts
$14.4M 297,870 +7,327 +3%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$13.7M 283,180 -235,735 -45%
Norges Bank
9
Norges Bank
Norway
$12.4M 255,585 -47,898 -16%
BP
10
Ballentine Partners
Massachusetts
$12.1M 250,000 – –
USAA
11
United Services Automobile Association
Texas
$11.2M 230,809 -71,860 -24%
AAM
12
ACK Asset Management
Connecticut
$9.29M 210,000 – –
Northern Trust
13
Northern Trust
Illinois
$7.64M 157,962 +1,885 +1%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.46M 154,242 +16,868 +12%
ACM
15
American Capital Management
New York
$7.01M 144,960 -2,845 -2%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$5.99M 123,960 +29,958 +32%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.76M 119,038 +1,639 +1%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$5.38M 111,338 +111,338 New
GKIM
19
GW&K Investment Management
Massachusetts
$5.34M 110,422 -17,796 -14%
RC
20
Roubaix Capital
Colorado
$4.94M 102,196 +102,196 New
Principal Financial Group
21
Principal Financial Group
Iowa
$4.15M 85,738 -863 -1%
Millennium Management
22
Millennium Management
New York
$3.89M 80,439 +8,467 +12%
Man Group
23
Man Group
United Kingdom
$3.13M 64,634 +10,600 +20%
MAM
24
Martingale Asset Management
Massachusetts
$3.01M 62,205 +11,200 +22%
Charles Schwab
25
Charles Schwab
California
$2.85M 58,938 +2,764 +5%
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