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Forian
FORA

Overview Fund Activity

27 hedge funds and large institutions have $9.31M invested in Forian in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
27
Holders Change
–
Holders Change %
0%
% 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
9
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
Aufman Associates
Pennsylvania
$117K
2
PCM
2
Palisade Capital Management
New Jersey
$25.6K
3
CH
3
Canton Hathaway
Rhode Island
$550K
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$26.6K
5
Millennium Management
5
Millennium Management
New York
$141K

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$373K
4
BlackRock
4
BlackRock
New York
$192K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$36K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$3.05M 1,368,067 +3,738 +0.3%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$2.45M 1,100,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.73M 775,140 – –
CH
4
Canton Hathaway
Rhode Island
$550K 246,800 +10,000 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$373K 163,754 -3,758 -2%
GSC
6
Grey Street Capital
Illinois
$221K 99,105 – –
BlackRock
7
BlackRock
New York
$192K 86,294 -1,776 -2%
Millennium Management
8
Millennium Management
New York
$141K 61,766 +4,975 +9%
State Street
9
State Street
Massachusetts
$123K 53,858 – –
AA
10
Aufman Associates
Pennsylvania
$117K 52,657 +52,657 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$89.2K 40,000 +4,092 +11%
Northern Trust
12
Northern Trust
Illinois
$65.3K 29,272 – –
IAA
13
Independent Advisor Alliance
North Carolina
$50.2K 22,491 +3,936 +21%
PFO
14
Pathstone Family Office
New Jersey
$39.3K 17,640 – –
Renaissance Technologies
15
Renaissance Technologies
New York
$36K 16,200 -715 -4%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$26.6K 11,676 +5,666 +94%
PCM
17
Palisade Capital Management
New Jersey
$25.6K 11,495 +11,495 New
TRCT
18
Tower Research Capital (TRC)
New York
$12.1K 5,441 +675 +14%
NSIM
19
North Star Investment Management
Illinois
$4.06K 1,822 – –
Bank of America
20
Bank of America
North Carolina
$3.09K 1,387 – –
BHWM
21
Beaird Harris Wealth Management
Texas
$2.5K 1,120 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K 803 -244 -23%
Group One Trading
23
Group One Trading
Illinois
$1.37K 600 – –
UBS Group
24
UBS Group
Switzerland
$315 141 +90 +176%
Wells Fargo
25
Wells Fargo
California
$283 127 +16 +14%
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