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FORTY

Formula Systems
FORTY

7 hedge funds and large institutions have $3.02M invested in Formula Systems in 2014 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

7% more capital invested

Capital invested by funds: $2.84M → $3.02M (+$186K)

13% less funds holding

Funds holding: 8 → 7 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$5.44K
2
Morgan Stanley
Morgan Stanley
New York
+$4.11K
3
AIG
American International Group
New York
+$462

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$332K
2
TRCT
Tower Research Capital (TRC)
New York
-$23K
3
U
UBS
Switzerland
-$13.3K

FORTY Hedge Fund Activity: Q1 2014 in Review

7 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q1 2014, worth a combined $3.02M — up 6.5% from $2.84M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FORTY and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was Renaissance Technologies, adding an estimated $5.44K. The largest seller was Jane Street, exiting entirely with an estimated $332K sold.

  • 7 institutional investors held Formula Systems (FORTY) as of Q1 2014, down from 8 in Q4 2013.
  • Funds reported $3.02M of Formula Systems stock for Q1 2014, up 6.5% quarter-over-quarter.
  • 0 funds opened new Formula Systems positions in Q1 2014 and 1 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q1 2014 was Renaissance Technologies, an estimated $5.44K added.
  • The largest Formula Systems seller in Q1 2014 was Jane Street, an estimated $332K sold.

Based on aggregated 13F filings for Q1 2014.