FORTY

Formula Systems

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
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
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
1
GHP Investment Advisors
Colorado
$626K
TA
2
TFG Advisers
Michigan
$547K -$8.01K -89 -1%
MYIA
3
Mount Yale Investment Advisors
Colorado
$360K -$33.3K -370 -8%
FB
4
Fulton Bank
Pennsylvania
$238K -$8.93K -99 -4%
Morgan Stanley
5
Morgan Stanley
New York
$153K +$46K +511 +43%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$104K -$14.9K -168 -13%
Bank of America
7
Bank of America
North Carolina
$90K -$2.34K -26 -3%
BlackRock
8
BlackRock
New York
$63K +$34.9K +389 +124%
UBS Group
9
UBS Group
Switzerland
$18K -$4.3K -48 -19%
QCG
10
Quadrant Capital Group
Ohio
$12K +$12K +133 New
AF
11
Advisornet Financial
Minnesota
$9K +$9K +100 New