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Forian
FORA

Overview Fund Activity

27 hedge funds and large institutions have $8.98M invested in Forian in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
27
Holders Change
-3
Holders Change %
-10%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
6
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$32.5K
2
CH
2
Canton Hathaway
Rhode Island
$582K
3
Citadel Advisors
3
Citadel Advisors
Florida
$48K
4
BlackRock
4
BlackRock
New York
$193K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$51.2K

Top Sellers

1
EFP
1
Elser Financial Planning
Indiana
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
UBS Group
3
UBS Group
Switzerland
$7.36K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$368K
5
TRCT
5
Tower Research Capital (TRC)
New York
$4.93K
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$2.93M 1,356,107 – –
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$2.38M 1,100,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.67M 775,140 – –
CH
4
Canton Hathaway
Rhode Island
$582K 269,650 +6,125 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$368K 170,532 -1,934 -1%
BlackRock
6
BlackRock
New York
$193K 89,461 +4,767 +6%
CG
7
Caprock Group
Idaho
$187K 86,784 – –
State Street
8
State Street
Massachusetts
$116K 53,858 – –
AA
9
Aufman Associates
Pennsylvania
$114K 52,657 – –
Northern Trust
10
Northern Trust
Illinois
$76.1K 35,240 – –
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$66.1K 30,593 – –
IAA
12
Independent Advisor Alliance
North Carolina
$55.1K 25,491 – –
Renaissance Technologies
13
Renaissance Technologies
New York
$51.2K 23,700 +900 +4%
Citadel Advisors
14
Citadel Advisors
Florida
$48K 22,238 +5,001 +29%
ACA
15
American Capital Advisory
Idaho
$43.2K 20,000 -250 -1%
Goldman Sachs
16
Goldman Sachs
New York
$37.4K 17,312 +59 +0.3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$32.5K 15,042 +15,042 New
UBS Group
18
UBS Group
Switzerland
$7.36K 3,405 -4,496 -57%
Morgan Stanley
19
Morgan Stanley
New York
$5.4K 2,500 – –
TRCT
20
Tower Research Capital (TRC)
New York
$4.93K 2,281 -666 -23%
NSIM
21
North Star Investment Management
Illinois
$3.89K 1,800 – –
BHWM
22
Beaird Harris Wealth Management
Texas
$2.42K 1,120 – –
Group One Trading
23
Group One Trading
Illinois
$1.08K 500 – –
Bank of America
24
Bank of America
North Carolina
$425 197 +61 +45%
PA
25
Pineridge Advisors
Missouri
$22 10 – –
1
2