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FORG

ForgeRock, Inc.

Delisted

FORG was delisted on the 22nd of August, 2023.

142 hedge funds and large institutions have $869M invested in ForgeRock, Inc. in 2022 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 25

193% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 15

117% more capital invested

Capital invested by funds: $401M → $869M (+$468M)

69% more call options, than puts

Call options by funds: $57.5M | Put options by funds: $34M

51% more funds holding

Funds holding: 94142 (+48)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

Holders
142
Holders Change
+48
Holders Change %
+51.06%
% of All Funds
2.28%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
74
Increased
44
Reduced
15
Closed
25
Calls
$57.5M
Puts
$34M
Net Calls
+$23.5M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
N
51
Nuveen
North Carolina
$3.14M +$1.09M +50,162 +57%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$3.01M +$2.62M +120,391 +1,008%
BFM
53
Boothbay Fund Management
New York
$2.87M +$2.74M +125,957 New
BC
54
Brookfield Corp
Ontario, Canada
$2.85M +$2.72M +125,000 New
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.71M +$2.33M +107,070 +896%
WMSA
56
Weiss Multi-Strategy Advisers
New York
$2.55M -$2.57M -118,000 -51%
MOACM
57
Mutual of America Capital Management
New York
$2.43M -$1.15M -52,949 -33%
Canada Life
58
Canada Life
Manitoba, Canada
$2.41M +$352K +16,157 +18%
TAL
59
TIG Advisors LLC
New York
$2.39M +$2.29M +105,141 New
Charles Schwab
60
Charles Schwab
California
$2.31M +$486K +22,305 +28%
CC
61
Carlson Capital
Texas
$2.28M +$2.18M +100,000 New
SAM
62
Silphium Asset Management
United Kingdom
$2.28M +$2.18M +100,000 New
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.09M +$2M +91,700 New
BCM
64
BCK Capital Management
Connecticut
$2.07M +$1.99M +91,092 New
SWRP
65
Summit Wealth & Retirement Planning
California
$2.06M -$146K -6,681 -7%
Citigroup
66
Citigroup
New York
$1.96M +$1.32M +60,533 +235%
FLC
67
Fifth Lane Capital
Texas
$1.88M +$1.8M +82,700 New
TI
68
Trexquant Investment
Connecticut
$1.78M +$1.45M +66,392 +562%
N
69
Natixis
France
$1.78M +$1.7M +78,165 New
WAM
70
Wolverine Asset Management
Illinois
$1.61M +$1.54M +70,893 New
Bank of America
71
Bank of America
North Carolina
$1.6M +$1.4M +64,052 +1,006%
GI
72
GAMCO Investors
Connecticut
$1.6M +$1.53M +70,136 New
Jane Street
73
Jane Street
New York
$1.57M +$1.23M +56,424 +454%
Invesco
74
Invesco
Georgia
$1.47M +$1.14M +52,529 +433%
KC
75
Kellner Capital
New York
$1.44M +$1.38M +63,400 New

FORG Hedge Fund Activity: Q4 2022 in Review

142 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in ForgeRock, Inc. (FORG) for Q4 2022, worth a combined $869M — up 117% from $401M a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new FORG positions and 25 closed out — a net gain of 49 holders — while 44 added to existing stakes and 15 trimmed.

The largest buyer was Fidelity International, opening a new position worth an estimated $42M. The largest seller was Edmond de Rothschild Holding, exiting entirely with an estimated $24M sold.

  • 142 institutional investors held ForgeRock, Inc. (FORG) as of Q4 2022, up from 94 in Q3 2022.
  • Funds reported $869M of ForgeRock, Inc. stock for Q4 2022, up 117% quarter-over-quarter.
  • 74 funds opened new ForgeRock, Inc. positions in Q4 2022 and 25 closed out, a net change of +49 holders.
  • The largest ForgeRock, Inc. buyer in Q4 2022 was Fidelity International, an estimated $42M added.
  • The largest ForgeRock, Inc. seller in Q4 2022 was Edmond de Rothschild Holding, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2022.