SEC 13F Intelligence

FORUM ENERGY TECHNOLOGIES IN

CUSIP 34984VAC4

Forum Energy Technologies In has 21 institutional holders in Filings Flow’s 13F database, together reporting 171.79M shares worth $190M as of Q4 2022. The largest reported holders are Polen Capital Management LLC, Mackay Shields LLC, and Nyl Investors LLC.

Institutional Holders
21
Q4 2022
Reported Value
$190M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 17Q2 ’21Q4 ’21: 16Q4 ’21Q4 ’22: 21Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $1.1BQ2 ’21Q4 ’21: $121MQ4 ’21Q4 ’22: $190MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
NYL Investors LLC$265M AUM0.96%$15M153.5KQ3 2024OLDER
OnyxPoint Global Management LP$424M AUM0.75%$1M1.43MQ1 2024OLDER
MACKAY SHIELDS LLC$2.7B AUM0.48%$17M17.37MQ3 2024OLDER
Newtyn Management, LLC$936M AUM0.43%$3M2.77MQ3 2024OLDER
POLEN CAPITAL MANAGEMENT LLC$14.5B AUM0.05%$24M23.81MQ1 2024OLDER
Seelaus Asset Management LLC$142M AUM0.04%$45,64346.1KQ3 2024OLDER
CANNELL CAPITAL LLC$163M AUM0.03%$139,644140.0KQ2 2024OLDER
Context Capital Management, LLC$4.3B AUM0.03%$591,163598Q1 2024OLDER
Walleye Capital LLC$24.0B AUM0.01%$6M6.04MQ3 2024OLDER
ADAGE CAPITAL PARTNERS GP, L.L.C.$64.8B AUM0.01%$5M4.89MQ3 2024OLDER
Pinnacle Holdings, LLC$309M AUM0.01%$19,25019.3KQ4 2024
ZAZOVE ASSOCIATES LLC$2.1B AUM0.01%$56,49857.2KQ3 2024OLDER
STANSBERRY ASSET MANAGEMENT, LLC$973M AUM0.00%$25,97826.2KQ1 2024OLDER
Ratio Wealth Group$537M AUM0.00%$16,03115.7KQ1 2024OLDER
B. Riley Wealth Advisors, Inc.$1.6B AUM0.00%$47,76347.2KQ2 2024OLDER
Federation des caisses Desjardins du Quebec$27.8B AUM0.00%$112,15061.6KQ3 2024OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$10,64110.4KQ1 2024OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$131,404132.7KQ3 2024OLDER
Gradient Investments LLC$7.2B AUM0.00%$4949Q2 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.