Forge Global Holdings
FRGE
FRGE
64 hedge funds and large institutions have $138M invested in Forge Global Holdings in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
less funds holding
Funds holding: →
10% less capital invested
Capital invested by funds: $154M → $138M (-$15.8M)
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
Holders
64
Holding in Top 10
2
Calls
$268K
Puts
$6K
Top Buyers
| 1 | +$10.2M | |
| 2 | +$638K | |
| 3 | +$289K | |
| 4 |
State Street
Boston,
Massachusetts
|
+$234K |
| 5 |
Charles Schwab
San Francisco,
California
|
+$166K |
Top Sellers
| 1 | -$785K | |
| 2 | -$428K | |
| 3 | -$359K | |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$255K |
| 5 |
Franklin Resources
San Mateo,
California
|
-$117K |