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Forian
FORA

Overview Fund Activity

30 hedge funds and large institutions have $13.8M invested in Forian in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
6
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$57K
2
NA
2
NewEdge Advisors
Louisiana
$41.9K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$96.5K
4
UBS Group
4
UBS Group
Switzerland
$17.6K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.3K

Top Sellers

1
OIM
1
Oracle Investment Management
Connecticut
$4.5M
2
GSC
2
Grey Street Capital
Illinois
$288K
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
SCA
4
STALEY CAPITAL ADVISERS
Pennsylvania
$3.65M
5
BlackRock
5
BlackRock
New York
$281K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$4.5M 1,355,807 -12,260 -0.9%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$3.65M 1,100,000 -8,003 -0.7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.57M 775,140 – –
CH
4
Canton Hathaway
Rhode Island
$875K 263,525 – –
Geode Capital Management
5
Geode Capital Management
Massachusetts
$548K 164,872 +1,118 +0.7%
GSC
6
Grey Street Capital
Illinois
$288K 86,784 -10,000 -10%
BlackRock
7
BlackRock
New York
$281K 84,534 -980 -1%
State Street
8
State Street
Massachusetts
$179K 53,858 – –
AA
9
Aufman Associates
Pennsylvania
$175K 52,657 – –
Northern Trust
10
Northern Trust
Illinois
$117K 35,272 – –
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$96.5K 29,057 +4,343 +18%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$91.2K 27,478 – –
IAA
13
Independent Advisor Alliance
North Carolina
$84.6K 25,491 – –
Renaissance Technologies
14
Renaissance Technologies
New York
$83K 25,052 +2,650 +12%
ACA
15
American Capital Advisory
Idaho
$77.2K 20,250 – –
Goldman Sachs
16
Goldman Sachs
New York
$57K 17,155 +17,155 New
Millennium Management
17
Millennium Management
New York
$50.5K 15,213 +1,272 +9%
NA
18
NewEdge Advisors
Louisiana
$41.9K 12,609 +12,609 New
UBS Group
19
UBS Group
Switzerland
$17.6K 5,307 +4,299 +426%
TRCT
20
Tower Research Capital (TRC)
New York
$14K 4,220 +38 +0.9%
Morgan Stanley
21
Morgan Stanley
New York
$10.3K 3,088 +3,088 New
NSIM
22
North Star Investment Management
Illinois
$5.98K 1,800 – –
BHWM
23
Beaird Harris Wealth Management
Texas
$3.72K 1,120 – –
Bank of America
24
Bank of America
North Carolina
$2.25K 679 -742 -52%
Group One Trading
25
Group One Trading
Illinois
$1.66K 500 -100 -17%
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