FORTY
Formula Systems
FORTY
FORTY
12 hedge funds and large institutions have $2.45M invested in Formula Systems in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
$310K |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
$184K |
| 3 |
BlackRock
New York
|
$136K |
| 4 |
Morgan Stanley
New York
|
$206K |
| 5 |
TA
TFG Advisers
Auburn Hills,
Michigan
|
$600K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
GIA
1
GHP Investment Advisors
Denver,
Colorado
| $683K | – | – | – |
|
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $600K | +$4.21K | +43 | +0.7% |
|
|
3
Citadel Advisors
Miami,
Florida
| $310K | +$310K | +3,149 | New |
|
|
4
Morgan Stanley
New York
| $206K | +$39.2K | +400 | +24% |
|
|
MYIA
5
Mount Yale Investment Advisors
Denver,
Colorado
| $202K | -$191K | -1,942 | -49% |
|
|
6
Fidelity Investments
Boston,
Massachusetts
| $184K | +$68.8K | +700 | +60% |
|
|
7
BlackRock
New York
| $136K | +$66.8K | +679 | +97% |
|
8
Bank of America
Charlotte,
North Carolina
| $98K | – | – | – |
|
9
UBS Group
Zurich,
Switzerland
| $20K | -$100 | -1 | -0.5% |
|
|
QCG
10
Quadrant Capital Group
Cincinnati,
Ohio
| $7K | -$6.69K | -65 | -49% |
|
|
S
11
SignatureFD
Atlanta,
Georgia
| $4K | +$4K | +38 | New |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $2K | +$2K | +24 | New |
|
|
FB
13
Fulton Bank
Lancaster,
Pennsylvania
| – | -$238K | -2,640 | Closed |
|
|
AF
14
Advisornet Financial
Minnetonka,
Minnesota
| – | -$9K | -100 | Closed |
|