FORTY

Formula Systems

11 hedge funds and large institutions have $2.46M invested in Formula Systems in 2023 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AS
1
Altshuler Shaham
Israel
$880K +$16.7K +254 +2%
GIA
2
GHP Investment Advisors
Colorado
$457K
TA
3
TFG Advisers
Michigan
$450K -$1.12K -17 -0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$283K
Morgan Stanley
5
Morgan Stanley
New York
$192K
BlackRock
6
BlackRock
New York
$67.5K
Bank of America
7
Bank of America
North Carolina
$65.6K
UBS Group
8
UBS Group
Switzerland
$40.7K -$30.3K -462 -43%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$14.5K -$10.1K -153 -41%
PTC
10
Private Trust Company
Ohio
$6.56K
Wells Fargo
11
Wells Fargo
California
$8
Jane Street
12
Jane Street
New York
-$946K -13,351 Closed