FORTY
Formula Systems
FORTY
FORTY
15 hedge funds and large institutions have $144M invested in Formula Systems in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
83% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 6
Holders
15
Holding in Top 10
–
Calls
–
Puts
–
Top Sellers
| 1 | -$105K | |
| 2 | -$16.3K | |
| 3 | -$9.96K | |
| 4 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
-$1.69K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.08K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $139M |
|
|||
|
GIA
2
GHP Investment Advisors
Denver,
Colorado
| $1.29M |
|
|||
|
AS
3
Altshuler Shaham
Tel Aviv,
Israel
| $1.18M |
|
|||
|
4
Dimensional Fund Advisors
Austin,
Texas
| $567K |
|
|||
5
Morgan Stanley
New York
| $453K |
|
|||
|
CI
6
CX Institutional
Auburn,
Indiana
| $361K |
|
|||
7
Bank of America
Charlotte,
North Carolina
| $167K |
|
|||
8
BlackRock
New York
| $114K |
|
|||
9
RhumbLine Advisers
Boston,
Massachusetts
| $19.8K |
|
|||
10
BNP Paribas Financial Markets
Paris,
France
| $17.2K |
|
|||
11
UBS Group
Zurich,
Switzerland
| $2.85K |
|
|||
|
SS
12
SBI Securities
Tokyo,
Japan
| $1.67K |
|
|||
13
Osaic Holdings
Scottsdale,
Arizona
| $837 |
|
|||
|
SAM
14
Smartleaf Asset Management
Boston,
Massachusetts
| $349 |
|
|||
|
EWA
15
EverSource Wealth Advisors
Birmingham,
Alabama
| $335 |
|
|||
16
Wells Fargo
San Francisco,
California
| $20 |
|
|||
|
PS
17
Principal Securities
Des Moines,
Iowa
| – |
|