Formula Systems
FORTY
3 hedge funds and large institutions have $648K invested in Formula Systems in 2018 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 0 reducing their positions, and 1 closing their positions.
506% more capital invested
Capital invested by funds: $107K → $648K (+$541K)
0.1% more ownership
Funds ownership: 0.02% → 0.12% (+0.1%)
0% more funds holding
Funds holding: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYIA
1
Mount Yale Investment Advisors
Denver,
Colorado
| $577K | +$639K | +15,948 | New |
|
2
Morgan Stanley
New York
| $71K | – | – | – |
|
|
3
UBS Group
Zurich,
Switzerland
| – | -$28K | -698 | Closed |
|
FORTY Hedge Fund Activity: Q1 2018 in Review
3 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q1 2018, worth a combined $648K — up 506% from $107K a quarter earlier.
Fund positioning in FORTY was balanced in Q1 2018: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.
The largest seller was UBS Group, exiting entirely with an estimated $28K sold.
- 3 institutional investors held Formula Systems (FORTY) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $648K of Formula Systems stock for Q1 2018, up 506% quarter-over-quarter.
- 1 fund opened new Formula Systems positions in Q1 2018 and 1 closed out, a net change of 0 holders.
- The largest Formula Systems seller in Q1 2018 was UBS Group, an estimated $28K sold.
Based on aggregated 13F filings for Q1 2018.