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FORTY

Formula Systems
FORTY

6 hedge funds and large institutions have $1.29M invested in Formula Systems in 2019 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $857K → $1.29M (+$429K)

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

0.03% more ownership

Funds ownership: 0.1% → 0.13% (+0.03%)

14% less funds holding

Funds holding: 7 → 6 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
6
Holders Change
-1
Holders Change %
-14.29%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GIA
GHP Investment Advisors
Colorado
+$318K
2
UBS Group
UBS Group
Switzerland
+$19.4K
3
Morgan Stanley
Morgan Stanley
New York
+$233
4
Bank of America
Bank of America
North Carolina
+$58

Top Sellers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
-$52K
2
MYIA
Mount Yale Investment Advisors
Colorado
-$9.08K
3
TA
TFG Advisers
Michigan
-$5K
4
TRCT
Tower Research Capital (TRC)
New York
-$2K

FORTY Hedge Fund Activity: Q3 2019 in Review

6 of the 4,575 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q3 2019, worth a combined $1.29M — up 50% from $857K a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FORTY and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was GHP Investment Advisors, opening a new position worth an estimated $318K. The largest seller was Altshuler Shaham, exiting entirely with an estimated $52K sold.

  • 6 institutional investors held Formula Systems (FORTY) as of Q3 2019, down from 7 in Q2 2019.
  • Funds reported $1.29M of Formula Systems stock for Q3 2019, up 50% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q3 2019 and 2 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q3 2019 was GHP Investment Advisors, an estimated $318K added.
  • The largest Formula Systems seller in Q3 2019 was Altshuler Shaham, an estimated $52K sold.

Based on aggregated 13F filings for Q3 2019.