FORTY

Formula Systems
FORTY

Overview Fund Trends Analyst Outlook Journalist POV

15 hedge funds and large institutions have $4.8M invested in Formula Systems in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership: →

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding: →

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
15
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$950K
2
+$218K
3
+$120K
4
NGA
Naples Global Advisors
Florida
+$62.9K
5
Morgan Stanley
Morgan Stanley
New York
+$38.1K

Top Sellers

1
-$292K
2
-$257K
3
-$204K
4
S
SignatureFD
Georgia
-$4.85K
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$1.15M
2
$1.01M
3
$701K
4
$647K
5
$392K
6
$282K
7
$272K
8
$197K
9
$101K
10
$21K
11
$13K
12
$7K
13
$2K
14
$2K
15
–
16
–
17
–