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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC | COM | 551 | $296,321 | 3,561 | 0.00 | 0.00 | -5 | -0.14 | 03-31-2024 |
| UNIVERSAL HLTH SVCS INC | CL B | 552 | $295,403 | 1,619 | 0.00 | 0.00 | 166 | 11.42 | 03-31-2024 |
| FORTIVE CORP | COM | 553 | $295,135 | 3,431 | 0.00 | 0.00 | 9 | 0.26 | 03-31-2024 |
| BROOKFIELD CORP | CL A LTD VT SH | 554 | $294,095 | 7,024 | 0.00 | 7,024 | +Inf | 03-31-2024 |
