27 hedge funds and large institutions have $10.1M invested in Forian in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
6
Reduced
5
Closed
4
Calls
Puts
$4K
Net Calls
-$4K
Net Calls Change
+$4K
Name Market Value Shares Shares
Change
Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$3.34M 1,364,329
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$2.7M 1,100,000 +53,142 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.9M 775,140
CH
4
Canton Hathaway
Rhode Island
$580K 236,800 +61,700 +35%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$410K 167,512
GSC
6
Grey Street Capital
Illinois
$243K 99,105 +99,105 New
BlackRock
7
BlackRock
New York
$216K 88,070 +2,387 +3%
Millennium Management
8
Millennium Management
New York
$139K 56,791 -8,717 -13%
State Street
9
State Street
Massachusetts
$132K 53,858
RJFSA
10
Raymond James Financial Services Advisors
Florida
$88K 35,908
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$77.4K 31,574 +3,817 +14%
Northern Trust
12
Northern Trust
Illinois
$71.7K 29,272 -168 -0.6%
IAA
13
Independent Advisor Alliance
North Carolina
$45.5K 18,555
PFO
14
Pathstone Family Office
New Jersey
$43.2K 17,640 +17,640 New
Renaissance Technologies
15
Renaissance Technologies
New York
$41K 16,915 -3,785 -18%
Citadel Advisors
16
Citadel Advisors
Florida
$29.5K 12,022 -5,969 -33%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$14.7K 6,010
TRCT
18
Tower Research Capital (TRC)
New York
$11.7K 4,766 +1,506 +46%
NSIM
19
North Star Investment Management
Illinois
$4.46K 1,822
Bank of America
20
Bank of America
North Carolina
$3.4K 1,387 -409 -23%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3K 1,047 +1,047 New
BHWM
22
Beaird Harris Wealth Management
Texas
$2.74K 1,120
Group One Trading
23
Group One Trading
Illinois
$1.47K 600
Wells Fargo
24
Wells Fargo
California
$272 111 +4 +4%
UBS Group
25
UBS Group
Switzerland
$125 51