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.

FMIV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Forum Merger IV	66.05%	-	33.95%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Shell Companies Stocks	29.08%	16.44%	54.49%

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%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value

Insider Transactions Trends

Date	Buy	Sell
2023 Q3	-	-
2023 Q1	-	-

FMIV Ownership FAQ

Who Owns Forum Merger IV?

Forum Merger IV shareholders are primarily institutional investors at 66.05%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Forum Merger IV's industry, Shell Companies Stocks , is 29.08%, which Forum Merger IV exceeds.

Does Blackrock own Forum Merger IV?

BlackRock is not among the top 10 institutional shareholders of Forum Merger IV.

Who is the top mutual fund holder of Forum Merger IV shares?

The Merger Fund A is the top mutual fund holder of Forum Merger IV shares, with 2.82% of its total shares outstanding invested in 444.68K Forum Merger IV shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools