Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FORUM FINANCIAL MANAGEMENT LP 05-09-2024 03-31-2024 809 5,852,062,643
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ELECTRONIC ARTS INC COM 501 $326,634 2,462 0.00 0.00 735 42.56 03-31-2024
ANSYS INC COM 502 $326,331 940 0.00 940 +Inf 03-31-2024
REGAL REXNORD CORPORATION COM 503 $326,162 1,811 0.00 0.00 0 0.00 03-31-2024
CHARLES RIV LABS INTL INC COM 504 $324,870 1,199 0.00 0.00 204 20.50 03-31-2024
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