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FORTY

Formula Systems
FORTY

11 hedge funds and large institutions have $2.22M invested in Formula Systems in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 6 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more funds holding

Funds holding: 9 → 11 (+2)

3% more capital invested

Capital invested by funds: $2.17M → $2.22M (+$55K)

0% more ownership

Funds ownership: 0.16% → 0.16% (+0%)

67% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 6

Holders
11
Holders Change
+2
Holders Change %
+22.22%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$45.5K
2
BlackRock
BlackRock
New York
+$34.7K
3
QCG
Quadrant Capital Group
Ohio
+$11.8K
4
AF
Advisornet Financial
Minnesota
+$8.91K

Top Sellers

Rank Fund Capital Flow
1
MYIA
Mount Yale Investment Advisors
Colorado
-$33K
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$15K
3
FB
Fulton Bank
Pennsylvania
-$8.82K
4
TA
TFG Advisers
Michigan
-$7.93K
5
UBS Group
UBS Group
Switzerland
-$4.28K

FORTY Hedge Fund Activity: Q2 2021 in Review

11 of the 5,768 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q2 2021, worth a combined $2.22M — up 2.5% from $2.17M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new FORTY positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 6 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $45.5K. The largest seller was Mount Yale Investment Advisors, cutting an estimated $33K.

  • 11 institutional investors held Formula Systems (FORTY) as of Q2 2021, up from 9 in Q1 2021.
  • Funds reported $2.22M of Formula Systems stock for Q2 2021, up 2.5% quarter-over-quarter.
  • 2 funds opened new Formula Systems positions in Q2 2021 and 0 closed out, a net change of +2 holders.
  • The largest Formula Systems buyer in Q2 2021 was Morgan Stanley, an estimated $45.5K added.
  • The largest Formula Systems seller in Q2 2021 was Mount Yale Investment Advisors, an estimated $33K sold.

Based on aggregated 13F filings for Q2 2021.