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Forrester Research
FORR

Overview Fund Activity

103 hedge funds and large institutions have $317M invested in Forrester Research in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 21 closing their positions.

Holders
103
Holders Change
-13
Holders Change %
-11.21%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
36
Reduced
37
Closed
21
Calls
–
Puts
$5K
Net Calls
-$5K
Net Calls Change
+$753K

Top Buyers

1
RA
1
Royce & Associates
New York
$21.7M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$12.9M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$23.2M
4
Goldman Sachs
4
Goldman Sachs
New York
$3.41M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$37.2M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$783K
2
BlackRock
2
BlackRock
New York
$48.3M
3
OPCM
3
Osborne Partners Capital Management
California
$0
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$0
5
WA
5
Wasatch Advisors
Utah
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$48.3M 1,653,977 -73,364 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$37.2M 1,271,373 +39,244 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.2M 1,134,856 -17,565 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$28.9M 990,006 +25,600 +3%
ACH
5
ArrowMark Colorado Holdings
Colorado
$23.2M 792,378 +65,146 +9%
RA
6
Royce & Associates
New York
$21.7M 740,840 +496,817 +204%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$21.2M 726,335 -18,299 -2%
William Blair Investment Management
8
William Blair Investment Management
Illinois
$12.9M 440,240 +241,953 +122%
State Street
9
State Street
Massachusetts
$10.1M 344,239 +21,091 +7%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$6.7M 229,290 +3,054 +1%
Norges Bank
11
Norges Bank
Norway
$6.63M 226,767 – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.78M 163,409 +3,008 +2%
Northern Trust
13
Northern Trust
Illinois
$4.75M 162,395 +387 +0.2%
ACM
14
American Capital Management
New York
$4.36M 149,100 -7,455 -5%
GKIM
15
GW&K Investment Management
Massachusetts
$4.07M 139,307 -8,153 -6%
Goldman Sachs
16
Goldman Sachs
New York
$3.41M 116,741 +62,677 +116%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$3.14M 107,366 -4,334 -4%
Victory Capital Management
18
Victory Capital Management
Texas
$3.04M 103,962 +35,292 +51%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$2.85M 97,627 +15,452 +19%
Principal Financial Group
20
Principal Financial Group
Iowa
$2.52M 86,154 -3,310 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$2.37M 81,216 -15,885 -16%
CCPM
22
Cooper Creek Partners Management
New York
$1.91M 65,349 – –
Charles Schwab
23
Charles Schwab
California
$1.9M 64,942 +737 +1%
PPA
24
Parametric Portfolio Associates
Washington
$1.69M 57,944 +14,880 +35%
Citadel Advisors
25
Citadel Advisors
Florida
$1.69M 57,824 -22,354 -28%
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