Formula Systems
FORTY
7 hedge funds and large institutions have $1.69M invested in Formula Systems in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.
32% more capital invested
Capital invested by funds: $1.29M → $1.69M (+$408K)
17% more funds holding
Funds holding: 6 → 7 (+1)
0.03% more ownership
Funds ownership: 0.13% → 0.16% (+0.03%)
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$289K |
| 2 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$101K |
| 3 |
TA
TFG Advisers
Auburn Hills,
Michigan
|
+$14.2K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$270 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MYIA
Mount Yale Investment Advisors
Denver,
Colorado
|
-$76.5K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$32.3K |
| 3 |
Morgan Stanley
New York
|
-$270 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GIA
1
GHP Investment Advisors
Denver,
Colorado
| $467K | +$101K | +1,501 | +27% |
|
|
MYIA
2
Mount Yale Investment Advisors
Denver,
Colorado
| $440K | -$76.5K | -1,132 | -15% |
|
|
TA
3
TFG Advisers
Auburn Hills,
Michigan
| $307K | +$14.2K | +210 | +5% |
|
|
4
Jane Street
New York
| $292K | +$289K | +4,276 | New |
|
|
5
Morgan Stanley
New York
| $91K | -$270 | -4 | -0.3% |
|
|
6
Bank of America
Charlotte,
North Carolina
| $67K | +$270 | +4 | +0.4% |
|
|
7
UBS Group
Zurich,
Switzerland
| $30K | -$32.3K | -478 | -51% |
|
FORTY Hedge Fund Activity: Q4 2019 in Review
7 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q4 2019, worth a combined $1.69M — up 32% from $1.29M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new FORTY positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $289K. The largest seller was Mount Yale Investment Advisors, cutting an estimated $76.5K.
- 7 institutional investors held Formula Systems (FORTY) as of Q4 2019, up from 6 in Q3 2019.
- Funds reported $1.69M of Formula Systems stock for Q4 2019, up 32% quarter-over-quarter.
- 1 fund opened new Formula Systems positions in Q4 2019 and 0 closed out, a net change of +1 holder.
- The largest Formula Systems buyer in Q4 2019 was Jane Street, an estimated $289K added.
- The largest Formula Systems seller in Q4 2019 was Mount Yale Investment Advisors, an estimated $76.5K sold.
Based on aggregated 13F filings for Q4 2019.