Formula Systems
FORTY
7 hedge funds and large institutions have $857K invested in Formula Systems in 2019 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 0 increasing their positions, 3 reducing their positions, and 0 closing their positions.
23% more capital invested
Capital invested by funds: $697K → $857K (+$160K)
17% more funds holding
Funds holding: 6 → 7 (+1)
0% more ownership
Funds ownership: 0.1% → 0.1% (+0%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$48.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TA
TFG Advisers
Auburn Hills,
Michigan
|
-$9.9K |
| 2 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$7.28K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$631 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MYIA
1
Mount Yale Investment Advisors
Denver,
Colorado
| $426K | -$7.28K | -150 | -2% |
|
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $227K | -$9.9K | -204 | -4% |
|
3
Morgan Stanley
New York
| $69K | – | – | – |
|
|
AS
4
Altshuler Shaham
Tel Aviv,
Israel
| $52K | +$48.5K | +1,000 | New |
|
5
Bank of America
Charlotte,
North Carolina
| $51K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $30K | – | – | – |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $2K | -$631 | -13 | -30% |
|
FORTY Hedge Fund Activity: Q2 2019 in Review
7 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q2 2019, worth a combined $857K — up 23% from $697K 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 3 trimmed.
The largest buyer was Altshuler Shaham, opening a new position worth an estimated $48.5K. The largest seller was TFG Advisers, cutting an estimated $9.9K.
- 7 institutional investors held Formula Systems (FORTY) as of Q2 2019, up from 6 in Q1 2019.
- Funds reported $857K of Formula Systems stock for Q2 2019, up 23% quarter-over-quarter.
- 1 fund opened new Formula Systems positions in Q2 2019 and 0 closed out, a net change of +1 holder.
- The largest Formula Systems buyer in Q2 2019 was Altshuler Shaham, an estimated $48.5K added.
- The largest Formula Systems seller in Q2 2019 was TFG Advisers, an estimated $9.9K sold.
Based on aggregated 13F filings for Q2 2019.