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FORTY

Formula Systems
FORTY

7 hedge funds and large institutions have $153K invested in Formula Systems in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more capital invested

Capital invested by funds: $86K → $153K (+$67K)

17% more funds holding

Funds holding: 6 → 7 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

Holders
7
Holders Change
+1
Holders Change %
+16.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
+$52.8K
2
TRCT
Tower Research Capital (TRC)
New York
+$8.54K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$13.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1
Advisor Group
Arizona
$53K +$52.8K +1,404 New
Morgan Stanley
2
Morgan Stanley
New York
$40K – – –
UBS Group
3
UBS Group
Switzerland
$32K -$13.4K -357 -30%
TRCT
4
Tower Research Capital (TRC)
New York
$15K +$8.54K +227 +134%
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$13K – – –

FORTY Hedge Fund Activity: Q3 2016 in Review

7 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q3 2016, worth a combined $153K — up 78% from $86K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FORTY positions and 0 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Advisor Group, opening a new position worth an estimated $52.8K. The largest seller was UBS Group, cutting an estimated $13.4K.

  • 7 institutional investors held Formula Systems (FORTY) as of Q3 2016, up from 6 in Q2 2016.
  • Funds reported $153K of Formula Systems stock for Q3 2016, up 78% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q3 2016 and 0 closed out, a net change of +1 holder.
  • The largest Formula Systems buyer in Q3 2016 was Advisor Group, an estimated $52.8K added.
  • The largest Formula Systems seller in Q3 2016 was UBS Group, an estimated $13.4K sold.

Based on aggregated 13F filings for Q3 2016.