Calamos Advisors’s Forum Merger IV Corporation Unit FMIVU Stock Holding History

Calamos Advisors’s Portfolio FMIVU Stock Details FMIVU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-500,000	Closed	-$4.93M	–	1424
2022 Q3	$4.93M	Hold	500,000	–	–	0.02%	696
2022 Q2	$4.91M	Hold	500,000	–	–	0.02%	719
2022 Q1	$4.93M	Hold	500,000	–	–	0.02%	719
2021 Q4	$4.97M	Hold	500,000	–	–	0.02%	705
2021 Q3	$4.97M	Hold	500,000	–	–	0.02%	610
2021 Q2	$5M	Hold	500,000	–	–	0.02%	569
2021 Q1	$4.95M	Buy	+500,000	New	+$4.97M	0.03%	533

Other funds holding FMIVU

JFG

Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CCA

Castle Creek Arbitrage Avon, Colorado $425M AUM 7.4% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

GAM

Gritstone Asset Management Bethesda, Maryland $104M AUM 6.03% 1-Year Est. Return

TAM

Terrapin Asset Management Miami, Florida $87.8M AUM 16.84% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

CSS

Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return

GCL

Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return

Calamos Advisors's FMIVU Position: Q4 2022 in Review

Calamos Advisors sold out of Forum Merger IV Corporation Unit (FMIVU) in Q4 2022, closing a stake of 500,000 shares — an estimated $4.93M sold.

Calamos Advisors first reported a position in FMIVU in Q1 2021 and held it in 7 quarters. The position peaked at $5M in Q2 2021. 13 funds tracked by Wall St. Rank hold FMIVU as of Q4 2022.

Calamos Advisors reported no remaining Forum Merger IV Corporation Unit position as of Q4 2022 after selling out during the quarter.
Calamos Advisors sold 500,000 Forum Merger IV Corporation Unit shares in Q4 2022, an estimated $4.93M.
Calamos Advisors first reported a position in Forum Merger IV Corporation Unit in Q1 2021 and held it in 7 quarters.
Calamos Advisors's Forum Merger IV Corporation Unit position peaked at $5M in Q2 2021.
13 funds tracked by Wall St. Rank held Forum Merger IV Corporation Unit as of Q4 2022.

Based on Calamos Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.