FORTY
Formula Systems
FORTY
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
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
| 1 |
AS
1
Altshuler Shaham
Tel Aviv,
Israel
|
$995K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$75 |
| 2 |
2
BlackRock
New York
|
$56K |
| 3 |
TA
3
TFG Advisers
Auburn Hills,
Michigan
|
$507K |
| 4 |
4
Fidelity Investments
Boston,
Massachusetts
|
$14.4K |
| 5 |
5
Morgan Stanley
New York
|
$217K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AS
1
Altshuler Shaham
Tel Aviv,
Israel
| $995K | +$7.38K | +100 | +0.7% |
|
|
GIA
2
GHP Investment Advisors
Denver,
Colorado
| $546K | – | – | – |
|
|
TA
3
TFG Advisers
Auburn Hills,
Michigan
| $507K | -$4.62K | -62 | -0.9% |
|
4
Dimensional Fund Advisors
Austin,
Texas
| $316K | – | – | – |
|
|
5
Morgan Stanley
New York
| $217K | -$373 | -5 | -0.2% |
|
6
Bank of America
Charlotte,
North Carolina
| $74.5K | – | – | – |
|
|
7
BlackRock
New York
| $56K | -$20.6K | -277 | -27% |
|
|
8
Fidelity Investments
Boston,
Massachusetts
| $14.4K | -$1.67K | -23 | -10% |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $7.45K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $75 | -$46.4K | -619 | -100% |
|
11
Wells Fargo
San Francisco,
California
| $9 | -$8 | – | – |
|