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FORTY

Formula Systems
FORTY

8 hedge funds and large institutions have $2.84M invested in Formula Systems in 2013 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

4% more capital invested

Capital invested by funds: $2.73M → $2.84M (+$109K)

0% more funds holding

Funds holding: 8 → 8 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
4
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$45.3K
2
ACM
Ativo Capital Management
Illinois
+$40.4K
3
U
UBS
Switzerland
+$22.1K
4
TRCT
Tower Research Capital (TRC)
New York
+$20.3K
5
Morgan Stanley
Morgan Stanley
New York
+$17.6K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$37.8K
2
Citigroup
Citigroup
New York
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$1.77M +$45.3K +1,800 +3%
ACM
2
Ativo Capital Management
Illinois
$543K +$40.4K +1,605 +8%
Jane Street
3
Jane Street
New York
$332K -$37.8K -1,503 -10%
U
4
UBS
Switzerland
$85K +$22.1K +877 +35%
AIG
5
American International Group
New York
$53.6K – – –
TRCT
6
Tower Research Capital (TRC)
New York
$33K +$20.3K +809 +166%
Morgan Stanley
7
Morgan Stanley
New York
$18K +$17.6K +700 New
Citigroup
8
Citigroup
New York
– -$1K -25 Closed

FORTY Hedge Fund Activity: Q4 2013 in Review

8 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q4 2013, worth a combined $2.84M — up 4% from $2.73M a quarter earlier.

Fund positioning in FORTY was balanced in Q4 2013: 1 fund opened new positions, 1 closed out, 4 added to existing stakes and 1 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $45.3K. The largest seller was Jane Street, cutting an estimated $37.8K.

  • 8 institutional investors held Formula Systems (FORTY) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $2.84M of Formula Systems stock for Q4 2013, up 4% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q4 2013 and 1 closed out, a net change of 0 holders.
  • The largest Formula Systems buyer in Q4 2013 was Renaissance Technologies, an estimated $45.3K added.
  • The largest Formula Systems seller in Q4 2013 was Jane Street, an estimated $37.8K sold.

Based on aggregated 13F filings for Q4 2013.