Forum Financial Management, LP Purchases in Q1 2025

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ATGE
Adtalem Global Education Inc.

Consumer Defensive
2.45K
New
$89.88 - $110.11 $220K - $270K
2.45K $246K
AVY
Avery Dennison Corp

Industrials
1.38K
New
$174.58 - $195.91 $242K - $271K
1.38K $246K
RGLD
Royal Gold Inc

Basic Materials
1.51K
New
$132.55 - $163.51 $200K - $247K
1.51K $246K
GTLS
Chart Industries Inc

Industrials
1.68K
New
$141.99 - $218.35 $238K - $366K
1.68K $241K
UNH
Unitedhealth Group Inc

Healthcare
168
+ 1.98%
$461.52 - $548.18 $77.5K - $92.1K
8.65K $4.53M
G
Genpact LTD

Technology
4.74K
New
$42.88 - $55.54 $203K - $263K
4.74K $238K
BWA
Borgwarner Inc

Consumer Cyclical
8.26K
New
$27.78 - $32.9 $229K - $272K
8.26K $236K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.64K
+ 87.54%
$56.51 - $62.98 $206K - $229K
7.8K $473K
EXC
Exelon Corp

Utilities
5.11K
New
$37.3 - $46.08 $191K - $236K
5.11K $235K
AA
Alcoa Corp

Basic Materials
7.69K
New
$30.5 - $39.53 $235K - $304K
7.69K $234K
AMG
Affiliated Managers Group, Inc.

Financial Services
1.38K
New
$154.65 - $189.71 $214K - $262K
1.38K $232K
THG
Hanover Insurance Group, Inc.

Financial Services
1.29K
New
$147.13 - $174.61 $190K - $226K
1.29K $224K
LNC
Lincoln National Corp

Financial Services
6.21K
New
$30.06 - $39.23 $187K - $244K
6.21K $223K
FLR
Fluor Corp

Industrials
6.18K
New
$34.29 - $55.28 $212K - $342K
6.18K $221K
DPZ
Dominos Pizza Inc

Consumer Cyclical
478
New
$402.33 - $489.71 $192K - $234K
478 $219K
VFC
V F Corp

Consumer Cyclical
14K
New
$15.52 - $26.93 $217K - $377K
14K $217K
PCT
Pure Cycle Technologies, Inc.

Industrials
45K
+ 150.0%
$6.92 - $10.9 $311K - $491K
75K $519K
NYT
New York Times CO

Communication Services
4.27K
New
$46.9 - $55.89 $200K - $239K
4.27K $211K
ACIW
Aci Worldwide, Inc.

Technology
3.86K
New
$50.38 - $57.35 $194K - $221K
3.86K $211K
ZS
Zscaler, Inc.

Technology
1.06K
New
$181.66 - $216.87 $192K - $229K
1.06K $209K
ATR
Aptargroup, Inc.

Healthcare
1.41K
New
$141.7 - $159.83 $200K - $226K
1.41K $209K
EXLS
Exl Service Holdings, Inc.

Technology
4.42K
New
$44.13 - $51.8 $195K - $229K
4.42K $208K
BAX
Baxter International Inc

Healthcare
6.1K
New
$29.26 - $36.57 $178K - $223K
6.1K $208K
GATX
Gatx Corp

Industrials
1.34K
New
$149.94 - $167.38 $200K - $224K
1.34K $207K
SEIC
Sei Investments CO

Financial Services
2.68K
New
$72.08 - $86.58 $193K - $232K
2.68K $207K
PPC
Pilgrims Pride Corp

Consumer Defensive
3.79K
New
$44.52 - $55.93 $169K - $212K
3.79K $206K
FCFS
First Cash Holdings, Inc.

Financial Services
1.7K
New
$102.59 - $120.32 $174K - $204K
1.7K $204K
PEN
Penumbra Inc

Healthcare
762
New
$237.28 - $303.76 $181K - $231K
762 $203K
KNSL
Kinsale Capital Group, Inc.

Financial Services
413
New
$416.48 - $494.72 $172K - $204K
413 $201K
BR
Broadridge Financial Solutions, Inc.

Technology
832
New
$221.46 - $244.83 $184K - $204K
832 $201K
TDS
Telephone & Data Systems Inc

Communication Services
5.17K
New
$32.18 - $40.31 $166K - $208K
5.17K $200K
NTR
Nutrien Ltd.

Basic Materials
4.04K
New
$45.28 - $53.84 $183K - $217K
4.04K $200K
EHC
Encompass Health Corp

Healthcare
1.98K
New
$91.05 - $102.2 $181K - $203K
1.98K $200K
RAVI
Flexshares Tr Ready Access Var

ETFs
2.66K
New
$75.2 - $75.58 $200K - $201K
2.66K $200K
SPOT
Spotify Technology S.A.

Communication Services
162
+ 15.46%
$457.79 - $648.32 $74.2K - $105K
1.21K $665K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
16.9K
+ 83.27%
$10.61 - $16.49 $179K - $278K
37.2K $462K
NFLX
Netflix Inc

Communication Services
62
+ 1.9%
$828.4 - $1058.6 $51.4K - $65.6K
3.33K $3.1M
BMY
Bristol Myers Squibb CO

Healthcare
1.85K
+ 10.93%
$53.9 - $63.11 $99.4K - $116K
18.7K $1.14M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
9.7K
+ 47.38%
$21.23 - $23.75 $206K - $230K
30.2K $649K
CPRT
Copart Inc

Consumer Cyclical
3.31K
+ 59.89%
$52.3 - $59.83 $173K - $198K
8.83K $499K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.1K
+ 25.23%
$169.43 - $182.84 $187K - $201K
5.47K $947K
NOV
Nov Inc.

Energy
11.9K
New
$13.99 - $16.43 $167K - $196K
11.9K $181K
AAL
American Airlines Group Inc.

Industrials
16.3K
New
N/A
16.3K $180K
CHTR
Charter Communications, Inc.

Communication Services
401
+ 32.47%
$334.89 - $384.77 $134K - $154K
1.64K $602K
NOK
Nokia Corp

Technology
2.9K
+ 1.52%
$4.43 - $5.42 $12.9K - $15.7K
194K $1.02M
MA
Mastercard Inc

Financial Services
143
+ 3.32%
$504.67 - $576.31 $72.2K - $82.4K
4.45K $2.44M
BSX
Boston Scientific Corp

Healthcare
112
+ 0.84%
$89.38 - $106.18 $10K - $11.9K
13.4K $1.36M
CSCO
Cisco Systems, Inc.

Technology
869
+ 2.11%
$58.74 - $64.87 $51K - $56.4K
42K $2.59M
GME
Game Stop Corp.

Consumer Cyclical
9.66K
+ 146.66%
$21.73 - $33.37 $210K - $322K
16.2K $362K
Activity Summary
Buys All Purchases 486 New Holdings 117 Increased Positions 369 Sells All Sells 277 Reductions 277 Sold out 0 Options Calls 0 Puts 0
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