FORTY
Formula Systems
FORTY
FORTY
11 hedge funds and large institutions have $69.5M invested in Formula Systems in 2024 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
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
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
$67.3M |
| 2 |
UBS Group
Zurich,
Switzerland
|
$1.24K |
Top Sellers
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
$360K |
| 2 |
Morgan Stanley
New York
|
$225K |
| 3 |
TA
TFG Advisers
Auburn Hills,
Michigan
|
$631K |
| 4 |
Wells Fargo
San Francisco,
California
|
$10 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $67.3M | +$1.36M | +16,642 | +2% |
|
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $631K | -$1.91K | -23 | -0.3% |
|
|
GIA
3
GHP Investment Advisors
Denver,
Colorado
| $538K | – | – | – |
|
|
AS
4
Altshuler Shaham
Tel Aviv,
Israel
| $360K | -$803K | -9,843 | -69% |
|
5
Dimensional Fund Advisors
Austin,
Texas
| $320K | – | – | – |
|
|
6
Morgan Stanley
New York
| $225K | -$225K | -2,907 | -50% |
|
7
Bank of America
Charlotte,
North Carolina
| $77.3K | – | – | – |
|
8
BlackRock
New York
| $58.1K | – | – | – |
|
|
PTC
9
Private Trust Company
Cleveland,
Ohio
| $8.3K | – | – | – |
|
|
10
UBS Group
Zurich,
Switzerland
| $1.24K | +$1.08K | +14 | +700% |
|
11
Fidelity Investments
Boston,
Massachusetts
| $310 | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $10 | -$8 | – | – |
|