FORTY

Formula Systems
FORTY

Overview Fund Trends Analyst Outlook Journalist POV

10 hedge funds and large institutions have $2.73M invested in Formula Systems in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 1 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
10
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
+$7.38K

Top Sellers

1
-$46.4K
2
-$20.6K
3
-$4.62K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.67K
5
Morgan Stanley
Morgan Stanley
New York
-$373
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$995K
2
$546K
3
$507K
4
$316K
5
$217K
6
$74.5K
7
$56K
8
$14.4K
9
$7.45K
10
$75
11
$9