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FORTY

Formula Systems
FORTY

4 hedge funds and large institutions have $387K invested in Formula Systems in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, 2 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

0.05% less ownership

Funds ownership: 0.12% → 0.07% (-0.05%)

40% less capital invested

Capital invested by funds: $648K → $387K (-$261K)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 2

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$934

Top Sellers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
-$225K
2
Morgan Stanley
Morgan Stanley
New York
-$25.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1
Mount Yale Investment Advisors
Colorado
$342K -$225K -6,276 -39%
Morgan Stanley
2
Morgan Stanley
New York
$44K -$25.1K -700 -36%
TRCT
3
Tower Research Capital (TRC)
New York
$1K +$934 +26 New

FORTY Hedge Fund Activity: Q2 2018 in Review

4 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q2 2018, worth a combined $387K — down 40% from $648K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FORTY positions and 0 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.

The largest buyer was Tower Research Capital (TRC), opening a new position worth an estimated $934. The largest seller was Mount Yale Investment Advisors, cutting an estimated $225K.

  • 4 institutional investors held Formula Systems (FORTY) as of Q2 2018, up from 3 in Q1 2018.
  • Funds reported $387K of Formula Systems stock for Q2 2018, down 40% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q2 2018 and 0 closed out, a net change of +1 holder.
  • The largest Formula Systems buyer in Q2 2018 was Tower Research Capital (TRC), an estimated $934 added.
  • The largest Formula Systems seller in Q2 2018 was Mount Yale Investment Advisors, an estimated $225K sold.

Based on aggregated 13F filings for Q2 2018.