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FRMM

Forum Markets
FRMM

14 hedge funds and large institutions have $438K invested in Forum Markets in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

123% more capital invested

Capital invested by funds: $197K → $438K (+$241K)

56% more funds holding

Funds holding: 9 → 14 (+5)

0.05% more ownership

Funds ownership: 0.02% → 0.06% (+0.05%)

Holders
14
Holders Change
+5
Holders Change %
+55.56%
% of All Funds
0.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
3
Reduced
1
Closed
1
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Charles Schwab
Charles Schwab
California
+$274K
2
AC
Armistice Capital
New York
+$103K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$25.5K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$15.7K
5
VF
Virtu Financial
New York
+$11.8K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$18.8K
2
Bank of America
Bank of America
North Carolina
-$202
3
NFSG
Newbridge Financial Services Group
Florida
-$29
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$210K +$274K +1,836 New
AC
2
Armistice Capital
New York
$80.2K +$103K +689 New
Renaissance Technologies
3
Renaissance Technologies
New York
$59K -$18.8K -126 -20%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.3K +$25.5K +171 +211%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$18.4K +$15.7K +105 +188%
VF
6
Virtu Financial
New York
$9K +$11.8K +79 New
BlackRock
7
BlackRock
New York
$8.98K – – –
Citadel Advisors
8
Citadel Advisors
Florida
$8.45K +$11K +74 New
HF
9
HRT Financial
New York
$6K +$7.91K +53 New
TRCT
10
Tower Research Capital (TRC)
New York
$5.91K +$2.24K +15 +42%
MI
11
MMCAP International
Cayman Islands
$2.17K +$2.84K +19 New
Morgan Stanley
12
Morgan Stanley
New York
$352 – – –
LFA
13
Level Financial Advisors
New York
$61 – – –
SSB
14
Sandy Spring Bank
Maryland
$31 – – –
Wells Fargo
15
Wells Fargo
California
$21 – – –
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$1 – – –
SFA
17
Semmax Financial Advisors
North Carolina
$1 – – –
Bank of America
18
Bank of America
North Carolina
– -$202 -1 Closed
NFSG
19
Newbridge Financial Services Group
Florida
– -$29 – –

FRMM Hedge Fund Activity: Q3 2023 in Review

14 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Forum Markets (FRMM) for Q3 2023, worth a combined $438K — up 123% from $197K a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FRMM positions and 1 closed out — a net gain of 5 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Charles Schwab, opening a new position worth an estimated $274K. The largest seller was Renaissance Technologies, cutting an estimated $18.8K.

  • 14 institutional investors held Forum Markets (FRMM) as of Q3 2023, up from 9 in Q2 2023.
  • Funds reported $438K of Forum Markets stock for Q3 2023, up 123% quarter-over-quarter.
  • 6 funds opened new Forum Markets positions in Q3 2023 and 1 closed out, a net change of +5 holders.
  • The largest Forum Markets buyer in Q3 2023 was Charles Schwab, an estimated $274K added.
  • The largest Forum Markets seller in Q3 2023 was Renaissance Technologies, an estimated $18.8K sold.

Based on aggregated 13F filings for Q3 2023.