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 |
|---|---|---|---|---|---|---|---|---|---|
| TD SYNNEX CORPORATION | COM | 651 | $257,852 | 2,280 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EXELON CORP | COM | 652 | $257,805 | 6,862 | 0.00 | 0.00 | -3,095 | -31.08 | 03-31-2024 |
| CLOUDFLARE INC | CL A COM | 653 | $257,665 | 2,661 | 0.00 | 2,661 | +Inf | 03-31-2024 | |
| AZEK CO INC | CL A | 654 | $256,926 | 5,116 | 0.00 | 5,116 | +Inf | 03-31-2024 |
