Cowen Investment Management’s Forum Merger IV Corporation Class A Common stock FMIV Stock Holding History

Cowen Investment Management’s Portfolio FMIV Stock Details FMIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-200,000	Closed	-$2.01M	–	181
2022 Q4	$2.01M	Hold	200,000	–	–	0.41%	68
2022 Q3	$1.96M	Hold	200,000	–	–	0.42%	63
2022 Q2	$1.95M	Buy	+200,000	New	+$1.95M	0.42%	58

Other funds holding FMIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Meteora Capital Boca Raton, Florida $1.36B AUM 20.06% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.02% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.71B AUM 64.57% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

MSU

Mizuho Securities USA New York $6.2B AUM 35.46% 1-Year Est. Return

ETH

Exos TFP Holdings New York $162M AUM 16.08% 1-Year Est. Return

Cowen Investment Management's FMIV Position: Q1 2023 in Review

Cowen Investment Management sold out of Forum Merger IV Corporation Class A Common stock (FMIV) in Q1 2023, closing a stake of 200,000 shares — an estimated $2.01M sold.

Cowen Investment Management first reported a position in FMIV in Q2 2022 and held it in 3 quarters. The position peaked at $2.01M in Q4 2022. 30 funds tracked by Wall St. Rank hold FMIV as of Q1 2023.

Cowen Investment Management reported no remaining Forum Merger IV Corporation Class A Common stock position as of Q1 2023 after selling out during the quarter.
Cowen Investment Management sold 200,000 Forum Merger IV Corporation Class A Common stock shares in Q1 2023, an estimated $2.01M.
Cowen Investment Management first reported a position in Forum Merger IV Corporation Class A Common stock in Q2 2022 and held it in 3 quarters.
Cowen Investment Management's Forum Merger IV Corporation Class A Common stock position peaked at $2.01M in Q4 2022.
30 funds tracked by Wall St. Rank held Forum Merger IV Corporation Class A Common stock as of Q1 2023.

Based on Cowen Investment Management's 13F filing for Q1 2023, filed 11 May 2023.