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Forrester Research
FORR

Overview Fund Activity

128 hedge funds and large institutions have $500M invested in Forrester Research in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 39 reducing their positions, and 15 closing their positions.

Holders
128
Holders Change
-4
Holders Change %
-3.03%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
45
Reduced
39
Closed
15
Calls
–
Puts
$305K
Net Calls
-$305K
Net Calls Change
-$309K

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$4.39M
2
BlackRock
2
BlackRock
New York
$77.1M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$39.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$1.92M
5
Morgan Stanley
5
Morgan Stanley
New York
$2.34M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$69.2M
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$24.8M
3
HIM
3
Hillsdale Investment Management
Ontario, Canada
$611K
4
Millennium Management
4
Millennium Management
New York
$2.43M
5
AAM
5
ACK Asset Management
Connecticut
$8.51M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$77.1M 1,638,798 +42,795 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$69.2M 1,470,791 -97,350 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$52.5M 1,117,085 +11,979 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.5M 839,018 +42,418 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.3M 772,681 -3,810 -0.5%
ACH
6
ArrowMark Colorado Holdings
Colorado
$24.8M 527,829 -50,839 -9%
State Street
7
State Street
Massachusetts
$14.7M 311,587 +13,717 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$14.2M 301,355 +18,175 +6%
Norges Bank
9
Norges Bank
Norway
$12M 255,585 – –
BP
10
Ballentine Partners
Massachusetts
$11.8M 250,000 – –
USAA
11
United Services Automobile Association
Texas
$10.1M 215,749 -15,060 -7%
AAM
12
ACK Asset Management
Connecticut
$8.51M 193,400 -16,600 -8%
Northern Trust
13
Northern Trust
Illinois
$7.5M 159,413 +1,451 +0.9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.11M 151,126 -3,116 -2%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$6.89M 146,529 +22,569 +18%
ACM
16
American Capital Management
New York
$6.63M 140,960 -4,000 -3%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$5.57M 118,393 -645 -0.5%
GKIM
18
GW&K Investment Management
Massachusetts
$5.13M 109,174 -1,248 -1%
RC
19
Roubaix Capital
Colorado
$5.05M 107,419 +5,223 +5%
Assenagon Asset Management
20
Assenagon Asset Management
Luxembourg
$5.02M 106,660 -4,678 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$4.39M 93,376 +93,376 New
Principal Financial Group
22
Principal Financial Group
Iowa
$4.14M 88,027 +2,289 +3%
MAM
23
Martingale Asset Management
Massachusetts
$3.05M 64,905 +2,700 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$3.01M 64,074 +11,604 +22%
Man Group
25
Man Group
United Kingdom
$2.96M 62,834 -1,800 -3%
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