FORTY

Formula Systems

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1
GHP Investment Advisors
Colorado
$595K
TA
2
TFG Advisers
Michigan
$508K +$45.8K +536 +10%
MYIA
3
Mount Yale Investment Advisors
Colorado
$387K -$4.61K -54 -1%
FB
4
Fulton Bank
Pennsylvania
$230K +$86 +1 +0%
Morgan Stanley
5
Morgan Stanley
New York
$103K -$12.9K -150 -11%
Bank of America
6
Bank of America
North Carolina
$86K
UBS Group
7
UBS Group
Switzerland
$59K +$2.38K +28 +4%