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Forrester Research
FORR

Overview Fund Activity

116 hedge funds and large institutions have $325M invested in Forrester Research in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 24 closing their positions.

Holders
116
Holders Change
-12
Holders Change %
-9.38%
% of All Funds
2.55%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
46
Reduced
30
Closed
24
Calls
$1.29M
Puts
$1.71M
Net Calls
-$423K
Net Calls Change
-$118K

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$3.62M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$29.9M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$2.79M
4
CCPM
4
Cooper Creek Partners Management
New York
$2.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.19M

Top Sellers

1
BP
1
Ballentine Partners
Massachusetts
$0
2
USAA
2
United Services Automobile Association
Texas
$0
3
AAM
3
ACK Asset Management
Connecticut
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$39.2M
5
RC
5
Roubaix Capital
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$52.3M 1,628,230 -10,568 -0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$39.2M 1,218,621 -252,170 -17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.1M 1,124,536 +7,451 +0.7%
Renaissance Technologies
4
Renaissance Technologies
New York
$29.9M 930,018 +91,000 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.6M 765,773 -6,908 -0.9%
ACH
6
ArrowMark Colorado Holdings
Colorado
$18M 561,503 +33,674 +6%
State Street
7
State Street
Massachusetts
$10.2M 316,284 +4,697 +2%
Norges Bank
8
Norges Bank
Norway
$8.22M 255,585 – –
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$7.57M 235,359 -65,996 -22%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6M 186,663 +40,134 +27%
Northern Trust
11
Northern Trust
Illinois
$5.29M 164,704 +5,291 +3%
ACM
12
American Capital Management
New York
$5.04M 156,835 +15,875 +11%
GKIM
13
GW&K Investment Management
Massachusetts
$4.98M 154,898 +45,724 +42%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.94M 153,740 +2,614 +2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.68M 114,425 -3,968 -3%
Victory Capital Management
16
Victory Capital Management
Texas
$3.62M 112,758 +112,758 New
Millennium Management
17
Millennium Management
New York
$3.19M 99,267 +47,620 +92%
Morgan Stanley
18
Morgan Stanley
New York
$3.19M 99,140 +49,348 +99%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$3.06M 95,166 +1,790 +2%
Citadel Advisors
20
Citadel Advisors
Florida
$2.97M 92,279 +28,205 +44%
Principal Financial Group
21
Principal Financial Group
Iowa
$2.86M 89,099 +1,072 +1%
Marshall Wace
22
Marshall Wace
United Kingdom
$2.79M 86,706 +86,706 New
Man Group
23
Man Group
United Kingdom
$2.18M 67,934 +5,100 +8%
CCPM
24
Cooper Creek Partners Management
New York
$2.1M 65,349 +65,349 New
Charles Schwab
25
Charles Schwab
California
$2.02M 62,774 +2,102 +3%
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