FORTY

Formula Systems
FORTY

Overview Fund Trends Analyst Outlook Journalist POV

12 hedge funds and large institutions have $68.9M invested in Formula Systems in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership: →

more funds holding

Funds holding: →

more first-time investments, than exits

New positions opened: | Existing positions closed:

75% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 4

Holders
12
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$222K
2
+$8.48K
3
+$8K

Top Sellers

1
-$62.4K
2
-$16.4K
3
-$9.44K
4
Morgan Stanley
Morgan Stanley
New York
-$8K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$285
Name Holding Trade Value Shares
Change 		Change in
Stake
1
$66.3M
2
$590K
3
$557K
4
$477K
5
$317K
6
$225K
7
$222K
8
$80K
9
$54.4K
10
$20K
11
$9.04K
12
$8K
13
$10
14
–
15
–