Forum Merger IV Ownership 2024 | Who Owns Forum Merger IV Now?
Institutional Ownership
66.05%
Insider Ownership
11.33%
Retail Ownership
22.62%
Institutional Holders
27.00
Forum Merger IV Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 15.31% | 0.00% | 1,182,332 | 552,332 | 87.67% | 12,000,670,000 | Mar 31, 2023 |
| METEORA CAPITAL, LLC | 8.41% | 0.78% | 649,841 | 649,841 | 100.00% | 6,595,886,000 | Mar 31, 2023 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 6.15% | 0.15% | 475,245 | - | - | 4,833,241,000 | Mar 31, 2023 |
| UBS OCONNOR LLC | 5.79% | 0.20% | 447,591 | - | - | 4,552,000,000,000 | Mar 31, 2023 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 5.18% | 0.06% | 400,000 | -100,000 | -20.00% | 4,060,000,000 | Mar 31, 2023 |
| SHAOLIN CAPITAL MANAGEMENT LLC | 4.53% | 0.11% | 350,000 | -350,000 | -50.00% | 3,553,000 | Mar 31, 2023 |
| BOOTHBAY FUND MANAGEMENT, LLC | 4.47% | 0.07% | 345,000 | 328,076 | 1938.53% | 3,501,750,000 | Mar 31, 2023 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 4.13% | 0.03% | 319,042 | - | - | 3,244,657,000 | Mar 31, 2023 |
| MIZUHO SECURITIES USA LLC | 3.94% | 0.18% | 304,596 | 304,596 | 100.00% | 3,076,420,000 | Mar 31, 2023 |
| EXOS TFP HOLDINGS LLC | 3.33% | 0.66% | 256,994 | -207,954 | -44.73% | 2,608,489,000 | Mar 31, 2023 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 2.74% | 0.01% | 211,464 | -32,512 | -13.33% | 2,146,360,000 | Mar 31, 2023 |
| PERISCOPE CAPITAL INC. | 2.59% | 0.09% | 200,000 | -618,575 | -75.57% | 2,030,000,000 | Mar 31, 2023 |
| KIM, LLC | 2.59% | 0.14% | 200,000 | -100,000 | -33.33% | 2,034,000,000 | Mar 31, 2023 |
| SPARTAN FUND MANAGEMENT INC. | 2.39% | 0.88% | 184,900 | 109,500 | 145.23% | 1,880,433,000 | Mar 31, 2023 |
| SAGE ROCK CAPITAL MANAGEMENT LP | 1.55% | 0.63% | 120,000 | -203,344 | -62.89% | 1,218,000,000 | Mar 31, 2023 |
| CAAS CAPITAL MANAGEMENT LP | 1.45% | 0.06% | 112,123 | 112,123 | 100.00% | 1,138,048,000 | Mar 31, 2023 |
| GRITSTONE ASSET MANAGEMENT LLC | 1.40% | 1.39% | 108,064 | 28,836 | 36.40% | 1,096,850,000 | Mar 31, 2023 |
| GABELLI FUNDS LLC | 1.35% | 0.01% | 104,297 | - | - | 1,058,615,000 | Mar 31, 2023 |
| TENOR CAPITAL MANAGEMENT CO., L.P. | 1.29% | 0.02% | 100,000 | -100,000 | -50.00% | 1,015,000,000 | Mar 31, 2023 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 1.26% | 0.19% | 97,300 | - | - | 987,595,000 | Mar 31, 2023 |
Forum Merger IV's largest institutional shareholder is BANK OF AMERICA CORP /DE/, holding 15.31% of the company's total share outstanding, currently valued at $12.00B. The top 10 institutional shareholders own together 61.24% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| GRITSTONE ASSET MANAGEMENT LLC | 1.40% | 1.39% | 108,064 | 28,836 | 36.40% | 1,096,850,000 | Mar 31, 2023 |
| SPARTAN FUND MANAGEMENT INC. | 2.39% | 0.88% | 184,900 | 109,500 | 145.23% | 1,880,433,000 | Mar 31, 2023 |
| METEORA CAPITAL, LLC | 8.41% | 0.78% | 649,841 | 649,841 | 100.00% | 6,595,886,000 | Mar 31, 2023 |
| EXOS TFP HOLDINGS LLC | 3.33% | 0.66% | 256,994 | -207,954 | -44.73% | 2,608,489,000 | Mar 31, 2023 |
| SAGE ROCK CAPITAL MANAGEMENT LP | 1.55% | 0.63% | 120,000 | -203,344 | -62.89% | 1,218,000,000 | Mar 31, 2023 |
| UBS OCONNOR LLC | 5.79% | 0.20% | 447,591 | - | - | 4,552,000,000,000 | Mar 31, 2023 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 1.26% | 0.19% | 97,300 | - | - | 987,595,000 | Mar 31, 2023 |
| MIZUHO SECURITIES USA LLC | 3.94% | 0.18% | 304,596 | 304,596 | 100.00% | 3,076,420,000 | Mar 31, 2023 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 6.15% | 0.15% | 475,245 | - | - | 4,833,241,000 | Mar 31, 2023 |
| KIM, LLC | 2.59% | 0.14% | 200,000 | -100,000 | -33.33% | 2,034,000,000 | Mar 31, 2023 |
| SHAOLIN CAPITAL MANAGEMENT LLC | 4.53% | 0.11% | 350,000 | -350,000 | -50.00% | 3,553,000 | Mar 31, 2023 |
| PERISCOPE CAPITAL INC. | 2.59% | 0.09% | 200,000 | -618,575 | -75.57% | 2,030,000,000 | Mar 31, 2023 |
| BOOTHBAY FUND MANAGEMENT, LLC | 4.47% | 0.07% | 345,000 | 328,076 | 1938.53% | 3,501,750,000 | Mar 31, 2023 |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 5.18% | 0.06% | 400,000 | -100,000 | -20.00% | 4,060,000,000 | Mar 31, 2023 |
| CAAS CAPITAL MANAGEMENT LP | 1.45% | 0.06% | 112,123 | 112,123 | 100.00% | 1,138,048,000 | Mar 31, 2023 |
| FIR TREE CAPITAL MANAGEMENT LP | 0.86% | 0.05% | 66,133 | 22,077 | 50.11% | 672,573,000 | Mar 31, 2023 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 4.13% | 0.03% | 319,042 | - | - | 3,244,657,000 | Mar 31, 2023 |
| CLEAR STREET LLC | 0.95% | 0.03% | 73,601 | 73,601 | 100.00% | 747,000 | Mar 31, 2023 |
| VIRTU FINANCIAL LLC | 0.25% | 0.02% | 19,144 | -7,636 | -28.51% | 195,000 | Mar 31, 2023 |
| TENOR CAPITAL MANAGEMENT CO., L.P. | 1.29% | 0.02% | 100,000 | -100,000 | -50.00% | 1,015,000,000 | Mar 31, 2023 |
The largest Forum Merger IV shareholder by % of total assets is GRITSTONE ASSET MANAGEMENT LLC. The company owns 108.06K shares of Forum Merger IV (FMIV), representing 1.39% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| METEORA CAPITAL, LLC | 8.41% | 0.78% | 649,841 | 649,841 | 100.00% | 6,595,886,000 | Mar 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 15.31% | 0.00% | 1,182,332 | 552,332 | 87.67% | 12,000,670,000 | Mar 31, 2023 |
| BOOTHBAY FUND MANAGEMENT, LLC | 4.47% | 0.07% | 345,000 | 328,076 | 1938.53% | 3,501,750,000 | Mar 31, 2023 |
| MIZUHO SECURITIES USA LLC | 3.94% | 0.18% | 304,596 | 304,596 | 100.00% | 3,076,420,000 | Mar 31, 2023 |
| CAAS CAPITAL MANAGEMENT LP | 1.45% | 0.06% | 112,123 | 112,123 | 100.00% | 1,138,048,000 | Mar 31, 2023 |
| SPARTAN FUND MANAGEMENT INC. | 2.39% | 0.88% | 184,900 | 109,500 | 145.23% | 1,880,433,000 | Mar 31, 2023 |
| CLEAR STREET LLC | 0.95% | 0.03% | 73,601 | 73,601 | 100.00% | 747,000 | Mar 31, 2023 |
| HRT FINANCIAL LP | 1.13% | 0.01% | 86,898 | 41,040 | 89.49% | 883,000 | Mar 31, 2023 |
| GRITSTONE ASSET MANAGEMENT LLC | 1.40% | 1.39% | 108,064 | 28,836 | 36.40% | 1,096,850,000 | Mar 31, 2023 |
| FIR TREE CAPITAL MANAGEMENT LP | 0.86% | 0.05% | 66,133 | 22,077 | 50.11% | 672,573,000 | Mar 31, 2023 |
| WALLEYE CAPITAL LLC | 0.70% | 0.01% | 54,328 | 18,707 | 52.52% | 551,429,000 | Mar 31, 2023 |
| ERGOTELES LLC | 0.13% | 0.00% | 10,400 | 10,400 | 100.00% | 105,768,000 | Mar 31, 2023 |
| UBS GROUP AG | 0.04% | - | 3,448 | 2,133 | 162.21% | 34,997,000 | Mar 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.26% | - | 20,165 | - | - | 205,078,000 | Mar 31, 2023 |
| WALLEYE TRADING LLC | 0.47% | 0.00% | 36,000 | - | - | 365,400,000 | Mar 31, 2023 |
| GABELLI FUNDS LLC | 1.35% | 0.01% | 104,297 | - | - | 1,058,615,000 | Mar 31, 2023 |
| ALBERTA INVESTMENT MANAGEMENT CORP | 4.13% | 0.03% | 319,042 | - | - | 3,244,657,000 | Mar 31, 2023 |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 6.15% | 0.15% | 475,245 | - | - | 4,833,241,000 | Mar 31, 2023 |
| GABELLI & CO INVESTMENT ADVISERS, INC. | 1.26% | 0.19% | 97,300 | - | - | 987,595,000 | Mar 31, 2023 |
| UBS OCONNOR LLC | 5.79% | 0.20% | 447,591 | - | - | 4,552,000,000,000 | Mar 31, 2023 |
As of Mar 31 2023, Forum Merger IV's largest institutional buyer is METEORA CAPITAL, LLC. The company purchased 649.84K stocks of FMIV, valued at $6.60B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | - | - | - | -2,982,879 | -100.00% | - | Mar 31, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -1,606,870 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -1,475,622 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -1,356,555 | -100.00% | - | Mar 31, 2023 |
| ATLAS MERCHANT CAPITAL LLC | - | - | - | -1,180,000 | -100.00% | - | Mar 31, 2023 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | - | - | - | -1,151,226 | -100.00% | - | Mar 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -1,148,096 | -100.00% | - | Mar 31, 2023 |
| MACQUARIE GROUP LTD | - | - | - | -1,062,500 | -100.00% | - | Mar 31, 2023 |
| FARALLON CAPITAL MANAGEMENT LLC | - | - | - | -1,000,000 | -100.00% | - | Mar 31, 2023 |
| CLAL INSURANCE ENTERPRISES HOLDINGS LTD | - | - | - | -900,000 | -100.00% | - | Mar 31, 2023 |
| MAGNETAR FINANCIAL LLC | - | - | - | -752,598 | -100.00% | - | Mar 31, 2023 |
| CSS LLC/IL | - | - | - | -726,122 | -100.00% | - | Mar 31, 2023 |
| SCULPTOR CAPITAL LP | - | - | - | -703,148 | -100.00% | - | Mar 31, 2023 |
| LINDEN ADVISORS LP | - | - | - | -650,000 | -100.00% | - | Mar 31, 2023 |
| CASTLE CREEK ARBITRAGE, LLC | - | - | - | -627,845 | -100.00% | - | Mar 31, 2023 |
| PERISCOPE CAPITAL INC. | 2.59% | 0.09% | 200,000 | -618,575 | -75.57% | 2,030,000,000 | Mar 31, 2023 |
| MARSHALL WACE, LLP | - | - | - | -572,366 | -100.00% | - | Mar 31, 2023 |
| RP INVESTMENT ADVISORS LP | - | - | - | -550,000 | -100.00% | - | Mar 31, 2023 |
| ARISTEIA CAPITAL LLC | - | - | - | -548,864 | -100.00% | - | Mar 31, 2023 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | - | - | - | -500,000 | -100.00% | - | Mar 31, 2023 |
As of Mar 31 2023, Forum Merger IV's biggest institutional seller is SABA CAPITAL MANAGEMENT, L.P.. The company sold -2.98M shares of FMIV, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| METEORA CAPITAL, LLC | 8.41% | 0.78% | 649,841 | 649,841 | 100.00% | 6,595,886,000 | Mar 31, 2023 |
| MIZUHO SECURITIES USA LLC | 3.94% | 0.18% | 304,596 | 304,596 | 100.00% | 3,076,420,000 | Mar 31, 2023 |
| CAAS CAPITAL MANAGEMENT LP | 1.45% | 0.06% | 112,123 | 112,123 | 100.00% | 1,138,048,000 | Mar 31, 2023 |
| CLEAR STREET LLC | 0.95% | 0.03% | 73,601 | 73,601 | 100.00% | 747,000 | Mar 31, 2023 |
| ERGOTELES LLC | 0.13% | 0.00% | 10,400 | 10,400 | 100.00% | 105,768,000 | Mar 31, 2023 |
Forum Merger IV's largest new institutional shareholder by number of shares is METEORA CAPITAL, LLC, purchased 649.84K shares, valued at $6.60B, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SABA CAPITAL MANAGEMENT, L.P. | - | - | - | -2,982,879 | -100.00% | - | Mar 31, 2023 |
| D. E. SHAW & CO., INC. | - | - | - | -1,606,870 | -100.00% | - | Mar 31, 2023 |
| CITADEL ADVISORS LLC | - | - | - | -1,475,622 | -100.00% | - | Mar 31, 2023 |
| JANE STREET GROUP, LLC | - | - | - | -1,356,555 | -100.00% | - | Mar 31, 2023 |
| ATLAS MERCHANT CAPITAL LLC | - | - | - | -1,180,000 | -100.00% | - | Mar 31, 2023 |
| FIRST TRUST CAPITAL MANAGEMENT L.P. | - | - | - | -1,151,226 | -100.00% | - | Mar 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | - | - | - | -1,148,096 | -100.00% | - | Mar 31, 2023 |
| MACQUARIE GROUP LTD | - | - | - | -1,062,500 | -100.00% | - | Mar 31, 2023 |
| FARALLON CAPITAL MANAGEMENT LLC | - | - | - | -1,000,000 | -100.00% | - | Mar 31, 2023 |
| CLAL INSURANCE ENTERPRISES HOLDINGS LTD | - | - | - | -900,000 | -100.00% | - | Mar 31, 2023 |
| MAGNETAR FINANCIAL LLC | - | - | - | -752,598 | -100.00% | - | Mar 31, 2023 |
| CSS LLC/IL | - | - | - | -726,122 | -100.00% | - | Mar 31, 2023 |
| SCULPTOR CAPITAL LP | - | - | - | -703,148 | -100.00% | - | Mar 31, 2023 |
| LINDEN ADVISORS LP | - | - | - | -650,000 | -100.00% | - | Mar 31, 2023 |
| CASTLE CREEK ARBITRAGE, LLC | - | - | - | -627,845 | -100.00% | - | Mar 31, 2023 |
| MARSHALL WACE, LLP | - | - | - | -572,366 | -100.00% | - | Mar 31, 2023 |
| RP INVESTMENT ADVISORS LP | - | - | - | -550,000 | -100.00% | - | Mar 31, 2023 |
| ARISTEIA CAPITAL LLC | - | - | - | -548,864 | -100.00% | - | Mar 31, 2023 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | - | - | - | -500,000 | -100.00% | - | Mar 31, 2023 |
| TACONIC CAPITAL ADVISORS LP | - | - | - | -500,000 | -100.00% | - | Mar 31, 2023 |
| CALAMOS ADVISORS LLC | - | - | - | -500,000 | -100.00% | - | Mar 31, 2023 |
| AQR ARBITRAGE LLC | - | - | - | -487,224 | -100.00% | - | Mar 31, 2023 |
| MINT TOWER CAPITAL MANAGEMENT B.V. | - | - | - | -445,642 | -100.00% | - | Mar 31, 2023 |
| RADCLIFFE CAPITAL MANAGEMENT, L.P. | - | - | - | -412,845 | -100.00% | - | Mar 31, 2023 |
| CONTEXT CAPITAL MANAGEMENT, LLC | - | - | - | -399,778 | -100.00% | - | Mar 31, 2023 |
| GOLDMAN SACHS GROUP INC | - | - | - | -333,837 | -100.00% | - | Mar 31, 2023 |
| HSBC HOLDINGS PLC | - | - | - | -324,084 | -100.00% | - | Mar 31, 2023 |
| CVI HOLDINGS, LLC | - | - | - | -309,236 | -100.00% | - | Mar 31, 2023 |
| GOVERNORS LANE LP | - | - | - | -300,000 | -100.00% | - | Mar 31, 2023 |
| OWL CREEK ASSET MANAGEMENT, L.P. | - | - | - | -250,000 | -100.00% | - | Mar 31, 2023 |
| MMCAP INTERNATIONAL INC. SPC | - | - | - | -238,196 | -100.00% | - | Mar 31, 2023 |
| WHITEBOX ADVISORS LLC | - | - | - | -220,064 | -100.00% | - | Mar 31, 2023 |
| COWEN INVESTMENT MANAGEMENT LLC | - | - | - | -200,000 | -100.00% | - | Mar 31, 2023 |
| BULLDOG INVESTORS, LLP | - | - | - | -167,840 | -100.00% | - | Mar 31, 2023 |
| ELEQUIN SECURITIES, LLC | - | - | - | -161,190 | -100.00% | - | Mar 31, 2023 |
| NEXPOINT ASSET MANAGEMENT, L.P. | - | - | - | -150,026 | -100.00% | - | Mar 31, 2023 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | - | - | - | -138,438 | -100.00% | - | Mar 31, 2023 |
| PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -125,000 | -100.00% | - | Mar 31, 2023 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -105,799 | -100.00% | - | Mar 31, 2023 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -100,000 | -100.00% | - | Mar 31, 2023 |
| HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -100,000 | -100.00% | - | Mar 31, 2023 |
| BERKLEY W R CORP | - | - | - | -98,252 | -100.00% | - | Mar 31, 2023 |
| BANK OF NOVA SCOTIA | - | - | - | -60,000 | -100.00% | - | Mar 31, 2023 |
| RPO LLC | - | - | - | -51,285 | -100.00% | - | Mar 31, 2023 |
| GLAZER CAPITAL, LLC | - | - | - | -50,836 | -100.00% | - | Mar 31, 2023 |
| SANDERS MORRIS HARRIS LLC | - | - | - | -50,000 | -100.00% | - | Mar 31, 2023 |
| DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -42,577 | -100.00% | - | Mar 31, 2023 |
| P SCHOENFELD ASSET MANAGEMENT LP | - | - | - | -40,391 | -100.00% | - | Mar 31, 2023 |
| NOMURA HOLDINGS INC | - | - | - | -40,020 | -100.00% | - | Mar 31, 2023 |
| ALTSHULER SHAHAM LTD | - | - | - | -30,050 | -100.00% | - | Mar 31, 2023 |
| CANTOR FITZGERALD, L. P. | - | - | - | -26,561 | -100.00% | - | Mar 31, 2023 |
| VESTCOR INC | - | - | - | -25,000 | -100.00% | - | Mar 31, 2023 |
| DUPONT CAPITAL MANAGEMENT CORP | - | - | - | -25,000 | -100.00% | - | Mar 31, 2023 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | - | - | - | -23,192 | -100.00% | - | Mar 31, 2023 |
| JPMORGAN CHASE & CO | - | - | - | -19,586 | -100.00% | - | Mar 31, 2023 |
| QUARRY LP | - | - | - | -15,000 | -100.00% | - | Mar 31, 2023 |
| ANCORA ADVISORS, LLC | - | - | - | -15,000 | -100.00% | - | Mar 31, 2023 |
| COHANZICK MANAGEMENT, LLC | - | - | - | -5,316 | -100.00% | - | Mar 31, 2023 |
Forum Merger IV's largest sold out institutional shareholder by shares sold is SABA CAPITAL MANAGEMENT, L.P., sold -2.98M shares, valued at -, as of undefined.
Forum Merger IV Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| SPECIAL OPPORTUNITIES FUND, INC. | 0.22% | 96,900 | - | - | Mar 31, 2024 |
| Investment Managers Series Trust II | 0.09% | 1,137,226 | - | - | Jan 31, 2024 |
| MERGER FUND | 0.05% | 444,681 | - | - | Mar 28, 2024 |
| NEXPOINT FUNDS I | 0.04% | 150,026 | - | - | Dec 31, 2023 |
| Saba Capital Income & Opportunities Fund | 0.04% | 95,701 | - | - | Jan 31, 2024 |
| MERGER FUND VL | 0.04% | 5,562 | - | - | Mar 28, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.00% | 500,000 | - | - | Jan 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.00% | 32,497 | - | - | Dec 31, 2023 |
| Blackstone Alternative Investment Funds | 0.00% | 120,000 | -190,000 | -61.29% | Mar 31, 2023 |
| Brinker Capital Destinations Trust | 0.00% | 113,488 | - | - | Feb 29, 2024 |
| Listed Funds Trust | 0.00% | 7,954 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 20,165 | - | - | Feb 29, 2024 |
| TRUST FOR PROFESSIONAL MANAGERS | 0.00% | 30,394 | - | - | Feb 29, 2024 |
| NATIONWIDE MUTUAL FUNDS | 0.00% | 220 | - | - | Jan 31, 2024 |
| Franklin Alternative Strategies Funds | 0.00% | 563 | - | - | Feb 29, 2024 |
| PRINCIPAL FUNDS, INC. | 0.00% | 5,877 | - | - | Feb 29, 2024 |
Forum Merger IV's largest mutual fund holder by % of total assets is "SPECIAL OPPORTUNITIES FUND, INC.", owning 96.90K shares, compromising 0.22% of its total assets.
Forum Merger IV Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 23 | 27 | -10.00% |
| 31 Mar, 23 | 30 | -64.29% |
| 31 Dec, 22 | 84 | 15.07% |
| 30 Sep, 22 | 73 | 1.39% |
| 30 Jun, 22 | 72 | -1.37% |
| 31 Mar, 22 | 73 | 1.39% |
| 31 Dec, 21 | 72 | 28.57% |
| 30 Sep, 21 | 56 | 33.33% |
| 30 Jun, 21 | 42 | - |
As of 30 Jun 23, 27 institutions are holding Forum Merger IV's shares, representing a decrease of -10.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 23 | 5,548,589 | -15.27% |
| 31 Mar, 23 | 6,548,906 | -79.45% |
| 31 Dec, 22 | 31,862,204 | 1.88% |
| 30 Sep, 22 | 31,273,661 | 3.66% |
| 30 Jun, 22 | 30,168,115 | 0.25% |
| 31 Mar, 22 | 30,093,083 | 5.84% |
| 31 Dec, 21 | 28,432,209 | 15.68% |
| 30 Sep, 21 | 24,578,854 | 34.33% |
| 30 Jun, 21 | 18,297,806 | - |
Forum Merger IV (FMIV) has 5.55M shares outstanding as of 30 Jun 23, down -15.27% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 23 | 66.05% | 1.09% |
| 31 Mar, 23 | 77.96% | 0.05% |
| 31 Dec, 22 | 379.29% | 0.27% |
| 30 Sep, 22 | 372.29% | 0.29% |
| 30 Jun, 22 | 359.13% | 0.28% |
| 31 Mar, 22 | 358.23% | 0.39% |
| 31 Dec, 21 | 302.39% | 0.44% |
| 30 Sep, 21 | 261.41% | 0.69% |
| 30 Jun, 21 | 194.61% | - |
As of 30 Jun 23, Forum Merger IV is held by 66.05% institutional shareholders, representing a 1.09% growth compared to 31 Mar 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 23 | 6 | -53.85% |
| 31 Mar, 23 | 13 | -51.85% |
| 31 Dec, 22 | 27 | 3.85% |
| 30 Sep, 22 | 26 | -7.14% |
| 30 Jun, 22 | 28 | 21.74% |
| 31 Mar, 22 | 23 | -8.00% |
| 31 Dec, 21 | 25 | 4.17% |
| 30 Sep, 21 | 24 | -42.86% |
| 30 Jun, 21 | 42 | - |
6 institutional shareholders have increased their position in FMIV stock as of 30 Jun 23 compared to 13 in the previous quarter (a -53.85% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 23 | 4 | -60.00% |
| 31 Mar, 23 | 10 | -16.67% |
| 31 Dec, 22 | 12 | -25.00% |
| 30 Sep, 22 | 16 | 100.00% |
| 30 Jun, 22 | 8 | -55.56% |
| 31 Mar, 22 | 18 | 38.46% |
| 31 Dec, 21 | 13 | 160.00% |
| 30 Sep, 21 | 5 | - |
| 30 Jun, 21 | - | - |
4 institutional shareholders have reduced their position in FMIV stock as of 30 Jun 23 compared to 10 in the previous quarter (a -60.00% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 23 | 27 | -10.00% | 5,548,589 | -15.27% | 66.05% | 1.09% | 6 | -53.85% | 4 | -60.00% |
| 31 Mar, 23 | 30 | -64.29% | 6,548,906 | -79.45% | 77.96% | 0.05% | 13 | -51.85% | 10 | -16.67% |
| 31 Dec, 22 | 84 | 15.07% | 31,862,204 | 1.88% | 379.29% | 0.27% | 27 | 3.85% | 12 | -25.00% |
| 30 Sep, 22 | 73 | 1.39% | 31,273,661 | 3.66% | 372.29% | 0.29% | 26 | -7.14% | 16 | 100.00% |
| 30 Jun, 22 | 72 | -1.37% | 30,168,115 | 0.25% | 359.13% | 0.28% | 28 | 21.74% | 8 | -55.56% |
| 31 Mar, 22 | 73 | 1.39% | 30,093,083 | 5.84% | 358.23% | 0.39% | 23 | -8.00% | 18 | 38.46% |
| 31 Dec, 21 | 72 | 28.57% | 28,432,209 | 15.68% | 302.39% | 0.44% | 25 | 4.17% | 13 | 160.00% |
| 30 Sep, 21 | 56 | 33.33% | 24,578,854 | 34.33% | 261.41% | 0.69% | 24 | -42.86% | 5 | - |
| 30 Jun, 21 | 42 | - | 18,297,806 | - | 194.61% | - | 42 | - | - | - |
Forum Merger IV Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Forum Merger IV's stock was made by Forum Investors IV LLC on Jul 18 2023, selling 834,023 shares at - per share (valued at -).
Forum Merger IV Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2023 | - | 2 | - |
| Q1 2023 | - | - | - |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by Forum Merger IV's insiders, as of Q3 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2023 | - | - | - |
| Q1 2023 | - | - | - |
As of Q3 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Forum Merger IV's stocks.
FMIV Ownership FAQ
Who Owns Forum Merger IV?
Forum Merger IV is owned by institutional shareholders (66.05%), insiders (11.33%), and public (22.62%). The largest institutional shareholder of Forum Merger IV is BANK OF AMERICA CORP /DE/ (15.31% of total shares) and the top mutual fund owner is SPECIAL OPPORTUNITIES FUND, INC. (0.22% of total shares).
Who are the major institutional shareholders of Forum Merger IV?
Forum Merger IV's major institutional shareholders are BANK OF AMERICA CORP /DE/, METEORA CAPITAL, LLC, WESTCHESTER CAPITAL MANAGEMENT, LLC, UBS OCONNOR LLC, and POLAR ASSET MANAGEMENT PARTNERS INC.. The top five shareholders own together 40.85% of the company's share outstanding.
How many Forum Merger IV shareholders are there?
As of Jun 2023, there are 27 institutional shareholders of Forum Merger IV.
What percentage of Forum Merger IV is owned by BANK OF AMERICA CORP /DE/?
BANK OF AMERICA CORP /DE/ owns 1.18M shares of Forum Merger IV, representing 15.31% of the company's total shares outstanding, valued at $12B (as of Mar 2023).
What percentage of Forum Merger IV is owned by METEORA CAPITAL, LLC?
As of Mar 2023, METEORA CAPITAL, LLC holds 649.84K shares of Forum Merger IV (FMIV), compromising 8.41% of the company, valued at $6.6B.
What percentage of Forum Merger IV is owned by WESTCHESTER CAPITAL MANAGEMENT, LLC?
WESTCHESTER CAPITAL MANAGEMENT, LLC is the third largest holder of Forum Merger IV. The company owns 475.24K of the company's shares outstanding (worth $4.83B).