Forian
FORA
FORA was delisted on the 14th of May, 2026.
27 hedge funds and large institutions have $8.98M invested in Forian in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 4
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.24% less ownership
Funds ownership: 15.6% → 13.36% (-2.2%)
10% less funds holding
Funds holding: 30 → 27 (-3)
30% less capital invested
Capital invested by funds: $12.9M → $8.98M (-$3.9M)
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$36.6K |
| 2 |
CH
Canton Hathaway
Providence,
Rhode Island
|
+$14.9K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$12.2K |
| 4 |
BlackRock
New York
|
+$11.6K |
| 5 |
Renaissance Technologies
New York
|
+$2.19K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFP
Elser Financial Planning
Indianapolis,
Indiana
|
-$1.89M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$42.8K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.9K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$4.7K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.62K |
FORA Hedge Fund Activity: Q3 2024 in Review
27 of the 6,971 institutional investors tracked by Wall St. Rank reported a position in Forian (FORA) for Q3 2024, worth a combined $8.98M — down 30% from $12.9M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FORA and 1 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 6 added.
The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $36.6K. The largest seller was Elser Financial Planning, exiting entirely with an estimated $1.89M sold.
- 27 institutional investors held Forian (FORA) as of Q3 2024, down from 30 in Q2 2024.
- Funds reported $8.98M of Forian stock for Q3 2024, down 30% quarter-over-quarter.
- 1 fund opened new Forian positions in Q3 2024 and 4 closed out, a net change of -3 holders.
- The largest Forian buyer in Q3 2024 was Dimensional Fund Advisors, an estimated $36.6K added.
- The largest Forian seller in Q3 2024 was Elser Financial Planning, an estimated $1.89M sold.
Based on aggregated 13F filings for Q3 2024.