FORTY

Formula Systems

10 hedge funds and large institutions have $2.66M invested in Formula Systems in 2023 Q3 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, 4 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
10
Holders Change
Holders Change %
0%
% of All Funds
0.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
2
Reduced
4
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AS
1
Altshuler Shaham
Israel
$985K -$7.05K -96 -0.7%
TA
2
TFG Advisers
Michigan
$566K +$54.8K +730 +11%
GIA
3
GHP Investment Advisors
Colorado
$439K
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$300K -$12.9K -177 -4%
Morgan Stanley
5
Morgan Stanley
New York
$219K -$75 -1 -0%
Bank of America
6
Bank of America
North Carolina
$75.2K
BlackRock
7
BlackRock
New York
$56.5K
Fidelity Investments
8
Fidelity Investments
Massachusetts
$13.8K -$582 -8 -4%
PTC
9
Private Trust Company
Ohio
$7.52K
UBS Group
10
UBS Group
Switzerland
$1.35K +$1.28K +17 +1,700%
Wells Fargo
11
Wells Fargo
California
$9 -$9