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FORTY

Formula Systems
FORTY

10 hedge funds and large institutions have $3.34M invested in Formula Systems in 2022 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.02% more ownership

Funds ownership: 0.29% → 0.31% (+0.02%)

6% less capital invested

Capital invested by funds: $3.57M → $3.34M (-$231K)

17% less funds holding

Funds holding: 12 → 10 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

50% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 4

Holders
10
Holders Change
-2
Holders Change %
-16.67%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$1.03M
2
Jane Street
Jane Street
New York
+$765K
3
TA
TFG Advisers
Michigan
+$78

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$921K
2
NGA
Naples Global Advisors
Florida
-$231K
3
UBS Group
UBS Group
Switzerland
-$28.2K
4
Morgan Stanley
Morgan Stanley
New York
-$27.5K
5
BlackRock
BlackRock
New York
-$26.7K

FORTY Hedge Fund Activity: Q4 2022 in Review

10 of the 6,239 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q4 2022, worth a combined $3.34M — down 6.5% from $3.57M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of FORTY and 1 opened new positions — a net loss of 1 holder — while 4 trimmed existing stakes and 2 added.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $1.03M. The largest seller was Fidelity Investments, cutting an estimated $921K.

  • 10 institutional investors held Formula Systems (FORTY) as of Q4 2022, down from 12 in Q3 2022.
  • Funds reported $3.34M of Formula Systems stock for Q4 2022, down 6.5% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q4 2022 and 2 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q4 2022 was Altshuler Shaham, an estimated $1.03M added.
  • The largest Formula Systems seller in Q4 2022 was Fidelity Investments, an estimated $921K sold.

Based on aggregated 13F filings for Q4 2022.