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FORTY

Formula Systems
FORTY

11 hedge funds and large institutions have $56M invested in Formula Systems in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

2,005% more capital invested

Capital invested by funds: $2.66M → $56M (+$53.4M)

10% more funds holding

Funds holding: 10 → 11 (+1)

5.29% more ownership

Funds ownership: 0.24% → 5.53% (+5.3%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

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
2
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$50.1M
2
AS
Altshuler Shaham
Israel
+$52.7K
3
TA
TFG Advisers
Michigan
+$5.89K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.5K
2
UBS Group
UBS Group
Switzerland
-$992
3
Morgan Stanley
Morgan Stanley
New York
-$496

FORTY Hedge Fund Activity: Q4 2023 in Review

11 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in Formula Systems (FORTY) for Q4 2023, worth a combined $56M — up 2,005% from $2.66M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new FORTY positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Clal Insurance, opening a new position worth an estimated $50.1M. The largest seller was Fidelity Investments, cutting an estimated $11.5K.

  • 11 institutional investors held Formula Systems (FORTY) as of Q4 2023, up from 10 in Q3 2023.
  • Funds reported $56M of Formula Systems stock for Q4 2023, up 2,005% quarter-over-quarter.
  • 1 fund opened new Formula Systems positions in Q4 2023 and 0 closed out, a net change of +1 holder.
  • The largest Formula Systems buyer in Q4 2023 was Clal Insurance, an estimated $50.1M added.
  • The largest Formula Systems seller in Q4 2023 was Fidelity Investments, an estimated $11.5K sold.

Based on aggregated 13F filings for Q4 2023.