FORTY

Formula Systems

12 hedge funds and large institutions have $3.57M invested in Formula Systems in 2022 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
3
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$982K -$505K -6,253 -34%
GIA
2
GHP Investment Advisors
Colorado
$573K
TA
3
TFG Advisers
Michigan
$566K +$12.8K +155 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$325K +$1.54K +19 +0.5%
Jane Street
5
Jane Street
New York
$294K +$294K +3,568 New
Morgan Stanley
6
Morgan Stanley
New York
$269K +$15.8K +192 +6%
NGA
7
Naples Global Advisors
Florida
$231K
UBS Group
8
UBS Group
Switzerland
$119K +$119K +1,443 New
BlackRock
9
BlackRock
New York
$113K -$5.94K -72 -5%
Bank of America
10
Bank of America
North Carolina
$82K -$164 -2 -0.2%
S
11
SignatureFD
Georgia
$10K -$4.66K -54 -32%
PTC
12
Private Trust Company
Ohio
$8K