FORTY
Formula Systems
FORTY
FORTY
11 hedge funds and large institutions have $56.2M invested in Formula Systems in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+1
Holders Change %
+10%
% of All Funds
0.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CI
1
Clal Insurance
Tel-Aviv,
Israel
|
$53.6M |
| 2 |
2
Morgan Stanley
New York
|
$369K |
| 3 |
AS
3
Altshuler Shaham
Tel Aviv,
Israel
|
$945K |
| 4 |
TA
4
TFG Advisers
Auburn Hills,
Michigan
|
$484K |
Top Sellers
| 1 |
1
Fidelity Investments
Boston,
Massachusetts
|
$260 |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$127 |
| 3 |
3
Wells Fargo
San Francisco,
California
|
$8 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $53.6M | +$53.6M | +808,061 | New |
|
|
AS
2
Altshuler Shaham
Tel Aviv,
Israel
| $945K | +$56.4K | +850 | +6% |
|
|
TA
3
TFG Advisers
Auburn Hills,
Michigan
| $484K | +$6.04K | +95 | +1% |
|
|
GIA
4
GHP Investment Advisors
Denver,
Colorado
| $466K | – | – | – |
|
|
5
Morgan Stanley
New York
| $369K | +$184K | +2,899 | +99% |
|
6
Dimensional Fund Advisors
Austin,
Texas
| $268K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $63.5K | – | – | – |
|
8
BlackRock
New York
| $47.8K | – | – | – |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $6.53K | – | – | – |
|
|
10
Fidelity Investments
Boston,
Massachusetts
| $260 | -$12.1K | -186 | -98% |
|
|
11
UBS Group
Zurich,
Switzerland
| $127 | -$1.02K | -16 | -89% |
|
|
12
Wells Fargo
San Francisco,
California
| $8 | -$9 | – | – |
|