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Forian
FORA

Overview Fund Activity

32 hedge funds and large institutions have $9.75M invested in Forian in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
32
Holders Change
+5
Holders Change %
+18.52%
% 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
7
Increased
6
Reduced
6
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$1.15M
2
VF
2
Virtu Financial
New York
$30K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$72.7K
4
OIM
4
Oracle Investment Management
Connecticut
$2.81M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$68.2K

Top Sellers

1
IAA
1
Independent Advisor Alliance
North Carolina
$31.3K
2
UBS Group
2
UBS Group
Switzerland
$836
3
Morgan Stanley
3
Morgan Stanley
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$41.2K
5
NSIM
5
North Star Investment Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OIM
1
Oracle Investment Management
Connecticut
$2.81M 1,366,107 +10,000 +0.7%
SCA
2
STALEY CAPITAL ADVISERS
Pennsylvania
$2.27M 1,100,000 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.6M 775,140 – –
EFP
4
Elser Financial Planning
Indiana
$1.15M 558,617 +558,617 New
CH
5
Canton Hathaway
Rhode Island
$555K 269,650 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$350K 169,985 -547 -0.3%
BlackRock
7
BlackRock
New York
$185K 89,757 +296 +0.3%
CG
8
Caprock Group
Idaho
$179K 86,784 – –
State Street
9
State Street
Massachusetts
$111K 53,858 – –
AA
10
Aufman Associates
Pennsylvania
$108K 52,657 – –
Renaissance Technologies
11
Renaissance Technologies
New York
$72.7K 35,301 +11,601 +49%
Northern Trust
12
Northern Trust
Illinois
$72.6K 35,240 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$68.2K 33,091 +2,498 +8%
Citadel Advisors
14
Citadel Advisors
Florida
$41.2K 20,004 -2,234 -10%
ACA
15
American Capital Advisory
Idaho
$41.2K 20,000 – –
Goldman Sachs
16
Goldman Sachs
New York
$35.8K 17,371 +59 +0.3%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$32.1K 15,592 +550 +4%
IAA
18
Independent Advisor Alliance
North Carolina
$31.3K 15,215 -10,276 -40%
VF
19
Virtu Financial
New York
$30K 14,324 +14,324 New
TRCT
20
Tower Research Capital (TRC)
New York
$4.04K 1,961 -320 -14%
BHWM
21
Beaird Harris Wealth Management
Texas
$2.31K 1,120 – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2K 739 +739 New
Group One Trading
23
Group One Trading
Illinois
$1.03K 500 – –
MCM
24
MAI Capital Management
Ohio
$1.03K 500 +500 New
UBS Group
25
UBS Group
Switzerland
$836 406 -2,999 -88%
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