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Forian
FORA

Overview Fund Activity

30 hedge funds and large institutions have $12.9M invested in Forian in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
–
Holders Change %
0%
% of All Funds
0.44%
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
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$1.89M
2
CG
2
Caprock Group
Idaho
$230K
3
Citadel Advisors
3
Citadel Advisors
Florida
$45.7K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$457K
5
UBS Group
5
UBS Group
Switzerland
$20.9K

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$0
2
NA
2
NewEdge Advisors
Louisiana
$0
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$42.8K
4
Renaissance Technologies
4
Renaissance Technologies
New York
$60.4K
5
TRCT
5
Tower Research Capital (TRC)
New York
$7.81K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$3.59M 1,356,107 +300 +0%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$2.92M 1,100,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.05M 775,140 – –
EFP
4
Elser Financial Planning
Indiana
$1.89M 711,406 +711,406 New
CH
5
Canton Hathaway
Rhode Island
$698K 263,525 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$457K 172,466 +7,594 +5%
CG
7
Caprock Group
Idaho
$230K 86,784 +86,784 New
BlackRock
8
BlackRock
New York
$224K 84,694 +160 +0.2%
State Street
9
State Street
Massachusetts
$143K 53,858 – –
AA
10
Aufman Associates
Pennsylvania
$140K 52,657 – –
Northern Trust
11
Northern Trust
Illinois
$93.4K 35,240 -32 -0.1%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$81.1K 30,593 +1,536 +5%
IAA
13
Independent Advisor Alliance
North Carolina
$67.6K 25,491 – –
Renaissance Technologies
14
Renaissance Technologies
New York
$60.4K 22,800 -2,252 -9%
ACA
15
American Capital Advisory
Idaho
$59.2K 20,250 – –
Goldman Sachs
16
Goldman Sachs
New York
$45.7K 17,253 +98 +0.6%
Citadel Advisors
17
Citadel Advisors
Florida
$45.7K 17,237 +17,237 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$42.8K 16,161 -11,317 -41%
UBS Group
19
UBS Group
Switzerland
$20.9K 7,901 +2,594 +49%
TRCT
20
Tower Research Capital (TRC)
New York
$7.81K 2,947 -1,273 -30%
Morgan Stanley
21
Morgan Stanley
New York
$6.63K 2,500 -588 -19%
NSIM
22
North Star Investment Management
Illinois
$4.77K 1,800 – –
BHWM
23
Beaird Harris Wealth Management
Texas
$2.97K 1,120 – –
Group One Trading
24
Group One Trading
Illinois
$1.33K 500 – –
Bank of America
25
Bank of America
North Carolina
$360 136 -543 -80%
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