FORTY

Formula Systems

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1
GHP Investment Advisors
Colorado
$618K
TA
2
TFG Advisers
Michigan
$547K +$19.5K +220 +4%
MYIA
3
Mount Yale Investment Advisors
Colorado
$388K -$14.4K -162 -4%
FB
4
Fulton Bank
Pennsylvania
$243K +$5.06K +57 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$122K +$122K +1,341 New
Morgan Stanley
6
Morgan Stanley
New York
$106K -$980 -11 -0.9%
Bank of America
7
Bank of America
North Carolina
$91K +$2.31K +26 +3%
BlackRock
8
BlackRock
New York
$28K +$28K +314 New
UBS Group
9
UBS Group
Switzerland
$22K -$39.3K -445 -64%