FORTY

Formula Systems

8 hedge funds and large institutions have $1.89M invested in Formula Systems in 2020 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1
GHP Investment Advisors
Colorado
$578K
TA
2
TFG Advisers
Michigan
$449K +$75K +904 +20%
MYIA
3
Mount Yale Investment Advisors
Colorado
$381K -$11.6K -140 -3%
FB
4
Fulton Bank
Pennsylvania
$231K +$231K +2,681 New
Morgan Stanley
5
Morgan Stanley
New York
$112K
Bank of America
6
Bank of America
North Carolina
$83K
UBS Group
7
UBS Group
Switzerland
$56K -$45.7K -543 -45%