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FORTY

Formula Systems
FORTY

7 hedge funds and large institutions have $1.97M invested in Formula Systems in 2020 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 2

4% more capital invested

Capital invested by funds: $1.89M → $1.97M (+$78K)

0% more ownership

Funds ownership: 0.15% → 0.15% (+0%)

13% less funds holding

Funds holding: 8 → 7 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
7
Holders Change
-1
Holders Change %
-12.5%
% of All Funds
0.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
TFG Advisers
Michigan
+$43.6K
2
UBS Group
UBS Group
Switzerland
+$2.28K
3
FB
Fulton Bank
Pennsylvania
+$81

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$12.2K
2
MYIA
Mount Yale Investment Advisors
Colorado
-$4.4K

FORTY Hedge Fund Activity: Q4 2020 in Review

7 of the 5,677 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q4 2020, worth a combined $1.97M — up 4.1% from $1.89M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FORTY and 0 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.

The largest buyer was TFG Advisers, adding an estimated $43.6K. The largest seller was Morgan Stanley, cutting an estimated $12.2K.

  • 7 institutional investors held Formula Systems (FORTY) as of Q4 2020, down from 8 in Q3 2020.
  • Funds reported $1.97M of Formula Systems stock for Q4 2020, up 4.1% quarter-over-quarter.
  • 0 funds opened new Formula Systems positions in Q4 2020 and 1 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q4 2020 was TFG Advisers, an estimated $43.6K added.
  • The largest Formula Systems seller in Q4 2020 was Morgan Stanley, an estimated $12.2K sold.

Based on aggregated 13F filings for Q4 2020.