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FORTY

Formula Systems
FORTY

9 hedge funds and large institutions have $2.17M invested in Formula Systems in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding

Funds holding: 7 → 9 (+2)

10% more capital invested

Capital invested by funds: $1.97M → $2.17M (+$197K)

0.01% more ownership

Funds ownership: 0.15% → 0.16% (+0.01%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
9
Holders Change
+2
Holders Change %
+28.57%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
3
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$118K
2
BlackRock
BlackRock
New York
+$27.7K
3
TA
TFG Advisers
Michigan
+$19.4K
4
FB
Fulton Bank
Pennsylvania
+$5.03K
5
Bank of America
Bank of America
North Carolina
+$2.29K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$39.3K
2
MYIA
Mount Yale Investment Advisors
Colorado
-$14.3K
3
Morgan Stanley
Morgan Stanley
New York
-$971

FORTY Hedge Fund Activity: Q1 2021 in Review

9 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q1 2021, worth a combined $2.17M — up 10% from $1.97M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FORTY positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $118K. The largest seller was UBS Group, cutting an estimated $39.3K.

  • 9 institutional investors held Formula Systems (FORTY) as of Q1 2021, up from 7 in Q4 2020.
  • Funds reported $2.17M of Formula Systems stock for Q1 2021, up 10% quarter-over-quarter.
  • 2 funds opened new Formula Systems positions in Q1 2021 and 0 closed out, a net change of +2 holders.
  • The largest Formula Systems buyer in Q1 2021 was Fidelity Investments, an estimated $118K added.
  • The largest Formula Systems seller in Q1 2021 was UBS Group, an estimated $39.3K sold.

Based on aggregated 13F filings for Q1 2021.