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Forian
FORA

Overview Fund Activity

35 hedge funds and large institutions have $14.3M invested in Forian in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
35
Holders Change
-4
Holders Change %
-10.26%
% of All Funds
0.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
7
Reduced
11
Closed
7
Calls
–
Puts
$11K
Net Calls
-$11K
Net Calls Change
-$9K

Top Buyers

1
OIM
1
Oracle Investment Management
Connecticut
$4.72M
2
IAA
2
Independent Advisor Alliance
North Carolina
$51K
3
CH
3
Canton Hathaway
Rhode Island
$587K
4
VIA
4
Vident Investment Advisory
Georgia
$257K
5
SCA
5
STALEY CAPITAL ADVISERS
Pennsylvania
$3.52M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$322K
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$336K
3
PCM
3
Penserra Capital Management
California
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$59K
5
E
5
Ergoteles
New York
$268K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$4.72M 1,408,432 +74,955 +6%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$3.52M 1,050,000 +4,998 +0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.6M 774,739 – –
CH
4
Canton Hathaway
Rhode Island
$587K 175,100 +11,600 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$554K 165,665 – –
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$336K 100,289 -70,512 -41%
Millennium Management
7
Millennium Management
New York
$322K 96,243 -96,447 -50%
BlackRock
8
BlackRock
New York
$278K 82,959 -2,291 -3%
E
9
Ergoteles
New York
$268K 79,974 -12,426 -13%
PCM
10
Palisade Capital Management
New Jersey
$268K 80,000 – –
VIA
11
Vident Investment Advisory
Georgia
$257K 76,650 +5,262 +7%
State Street
12
State Street
Massachusetts
$180K 53,858 – –
Northern Trust
13
Northern Trust
Illinois
$101K 30,269 – –
RJFSA
14
Raymond James Financial Services Advisors
Florida
$84K 25,000 – –
Citadel Advisors
15
Citadel Advisors
Florida
$59K 17,504 -31,958 -65%
IAA
16
Independent Advisor Alliance
North Carolina
$51K 15,215 +15,215 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$48K 14,476 -1,364 -9%
Renaissance Technologies
18
Renaissance Technologies
New York
$43K 12,800 -700 -5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$13K 4,010 – –
Bank of America
20
Bank of America
North Carolina
$9K 2,609 -608 -19%
BHWM
21
Beaird Harris Wealth Management
Texas
$8K 2,247 – –
UBS Group
22
UBS Group
Switzerland
$8K 2,565 +2,020 +371%
Morgan Stanley
23
Morgan Stanley
New York
$5K 1,652 -11,249 -87%
Simplex Trading
24
Simplex Trading
Illinois
$4K 1,241 +481 +63%
NSIM
25
North Star Investment Management
Illinois
$3K 1,000 – –
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