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FORTY

Formula Systems
FORTY

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

11% more capital invested

Capital invested by funds: $2.46M → $2.73M (+$277K)

0.01% less ownership

Funds ownership: 0.24% → 0.24% (-0.01%)

9% less funds holding

Funds holding: 11 → 10 (-1)

80% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 5

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
10
Holders Change
-1
Holders Change %
-9.09%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
1
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
+$6.92K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$42.8K
2
BlackRock
BlackRock
New York
-$19.2K
3
TA
TFG Advisers
Michigan
-$4.29K
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.59K
5
Morgan Stanley
Morgan Stanley
New York
-$346

FORTY Hedge Fund Activity: Q2 2023 in Review

10 of the 6,385 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q2 2023, worth a combined $2.73M — up 11% from $2.46M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of FORTY and 0 opened new positions — a net loss of 1 holder — while 5 trimmed existing stakes and 1 added.

The largest buyer was Altshuler Shaham, adding an estimated $6.92K. The largest seller was UBS Group, cutting an estimated $42.8K.

  • 10 institutional investors held Formula Systems (FORTY) as of Q2 2023, down from 11 in Q1 2023.
  • Funds reported $2.73M of Formula Systems stock for Q2 2023, up 11% quarter-over-quarter.
  • 0 funds opened new Formula Systems positions in Q2 2023 and 1 closed out, a net change of -1 holder.
  • The largest Formula Systems buyer in Q2 2023 was Altshuler Shaham, an estimated $6.92K added.
  • The largest Formula Systems seller in Q2 2023 was UBS Group, an estimated $42.8K sold.

Based on aggregated 13F filings for Q2 2023.