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FRMM

Forum Markets

17 hedge funds and large institutions have $10.6M invested in Forum Markets in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, increasing their positions, 1 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

573% more call options, than puts

Call options by funds: $8.46M | Put options by funds: $1.26M

172% more capital invested

Capital invested by funds: $3.89M → $10.6M (+$6.71M)

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

89% more funds holding

Funds holding: 917 (+8)

0% more ownership

Funds ownership: 0%0% (+0%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
17
Holders Change
+8
Holders Change %
+88.89%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
Reduced
1
Closed
6
Calls
$8.46M
Puts
$1.26M
Net Calls
+$7.2M
Net Calls Change
+$7.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.29M -$3.19M -178 -57%
BFM
2
Boothbay Fund Management
New York
$3.14M +$2.26M +126 New
BlackRock
3
BlackRock
New York
$1.69M +$1.22M +68 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$857K +$609K +34 New
MSU
5
Mizuho Securities USA
New York
$344K +$251K +14 New
VF
6
Virtu Financial
New York
$193K +$143K +8 New
Citadel Advisors
7
Citadel Advisors
Florida
$186K
Morgan Stanley
8
Morgan Stanley
New York
$182K +$125K +7 New
Northern Trust
9
Northern Trust
Illinois
$168K
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$146K +$107K +6 New
HF
11
HRT Financial
New York
$115K +$89.5K +5 New
FNT
12
First National Trust
Pennsylvania
$79K +$53.7K +3 New
CS
13
Credit Suisse
Switzerland
$68K +$53.7K +3 New
FDCDDQ
14
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.6K +$53.7K +3 New
PCM
15
Pinz Capital Management
New York
$36K +$17.9K +1 New
MA
16
MCF Advisors
Kentucky
$20K +$17.9K +1 New
PWA
17
Phoenix Wealth Advisors
North Carolina
$13K +$17.9K +1 New
UBS Group
18
UBS Group
Switzerland
$8K
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$1K
Wells Fargo
20
Wells Fargo
California
$1K
Millennium Management
21
Millennium Management
New York
-$231K -22 Closed
BI
22
Bulldog Investors
New Jersey
-$70K -7 Closed
FIA
23
FNY Investment Advisers
New York
-$62K -6 Closed
WAM
24
Wolverine Asset Management
Illinois
-$60K -6 Closed
YCM
25
Yakira Capital Management
Connecticut
-$66K -6 Closed

FRMM Hedge Fund Activity: Q1 2021 in Review

17 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Forum Markets (FRMM) for Q1 2021, worth a combined $10.6M — up 172% from $3.89M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FRMM positions and 6 closed out — a net gain of 8 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Boothbay Fund Management, opening a new position worth an estimated $2.26M. The largest seller was Vanguard Group, cutting an estimated $3.19M.

  • 17 institutional investors held Forum Markets (FRMM) as of Q1 2021, up from 9 in Q4 2020.
  • Funds reported $10.6M of Forum Markets stock for Q1 2021, up 172% quarter-over-quarter.
  • 14 funds opened new Forum Markets positions in Q1 2021 and 6 closed out, a net change of +8 holders.
  • The largest Forum Markets buyer in Q1 2021 was Boothbay Fund Management, an estimated $2.26M added.
  • The largest Forum Markets seller in Q1 2021 was Vanguard Group, an estimated $3.19M sold.

Based on aggregated 13F filings for Q1 2021.