Formula Systems
FORTY
4 hedge funds and large institutions have $380K invested in Formula Systems in 2018 Q3 according to their latest regulatory filings, with 0 funds opening new positions, increasing their positions, 1 reducing their positions, and closing their positions.
0% more funds holding
Funds holding: 4 → 4 (0)
0.01% less ownership
Funds ownership: 0.07% → 0.06% (-0.01%)
2% less capital invested
Capital invested by funds: $387K → $380K (-$7K)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$56K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYIA
1
Mount Yale Investment Advisors
Denver,
Colorado
| $325K | -$56K | -1,477 | -15% |
|
2
Morgan Stanley
New York
| $54K | – | – | – |
|
|
TRCT
3
Tower Research Capital (TRC)
New York
| $1K | – | – | – |
|
FORTY Hedge Fund Activity: Q3 2018 in Review
4 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q3 2018, worth a combined $380K — down 1.8% from $387K a quarter earlier.
Fund positioning in FORTY was balanced in Q3 2018: 0 funds opened new positions, 0 closed out, 0 added to existing stakes and 1 trimmed.
The largest seller was Mount Yale Investment Advisors, cutting an estimated $56K.
- 4 institutional investors held Formula Systems (FORTY) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $380K of Formula Systems stock for Q3 2018, down 1.8% quarter-over-quarter.
- 0 funds opened new Formula Systems positions in Q3 2018 and 0 closed out.
- The largest Formula Systems seller in Q3 2018 was Mount Yale Investment Advisors, an estimated $56K sold.
Based on aggregated 13F filings for Q3 2018.