Forum Merger IV Ownership | Who Owns Forum Merger IV?
Forum Merger IV Ownership Summary
Forum Merger IV is owned by 66.05% institutional investors, and 33.95% retail investors. The Merger Fund A is the top mutual fund, with 2.82% of its assets in Forum Merger IV shares.
Institutional Shareholders
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2023 | 27 | -10.00% | 5,548,589 | -15.27% | 66 | 1.09% | 6 | -53.85% | 4 | -60.00% |
| Mar 31, 2023 | 30 | -64.29% | 6,548,906 | -79.45% | 77 | 0.05% | 13 | -51.85% | 10 | -16.67% |
| Dec 31, 2022 | 84 | 15.07% | 31,862,204 | 1.88% | 379 | 0.27% | 27 | 3.85% | 12 | -25.00% |
| Sep 30, 2022 | 73 | 1.39% | 31,273,661 | 3.66% | 372 | 0.29% | 26 | -7.14% | 16 | 100.00% |
| Jun 30, 2022 | 72 | -1.37% | 30,168,115 | 0.25% | 359 | 0.28% | 28 | 21.74% | 8 | -55.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| The Merger Fund A | 444.68K | 2.82% | - |
| Blackstone Alternative Multi-Strategy I | 310.00K | 1.97% | - |
| NexPoint Merger Arbitrage Z | 150.03K | 0.95% | - |
| Special Opportunities Fund | 96.90K | 0.61% | - |
| GAMCO Intl SICAV Merger Arbtrg I (USD) | 88.32K | 0.56% | - |
| JNL Multi-Manager Alternative A | 19.13K | 0.12% | - |
| The Merger Fund VL I | 5.56K | 0.04% | - |
| KSM Active SPAC & NextGen IPO Curr-Hdgd | 120.00 | 0.00% | - |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2023 Q3 | - | - |
| 2023 Q1 | - | - |
FMIV Ownership FAQ
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