FORTY
Formula Systems
FORTY
FORTY
14 hedge funds and large institutions have $71.6M invested in Formula Systems in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
+2
Holders Change %
+16.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
AS
1
Altshuler Shaham
Tel Aviv,
Israel
|
$536K |
| 2 |
2
UBS Group
Zurich,
Switzerland
|
$40.2K |
| 3 |
PS
3
Principal Securities
Des Moines,
Iowa
|
$5.76K |
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
|
$162 |
Top Sellers
| 1 |
1
Jane Street
New York
|
$0 |
| 2 |
2
Dimensional Fund Advisors
Austin,
Texas
|
$305K |
| 3 |
TA
3
TFG Advisers
Auburn Hills,
Michigan
|
$589K |
| 4 |
4
Wells Fargo
San Francisco,
California
|
$11 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $69.2M | – | – | – |
|
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $589K | -$9.34K | -115 | -2% |
|
|
GIA
3
GHP Investment Advisors
Denver,
Colorado
| $565K | – | – | – |
|
|
AS
4
Altshuler Shaham
Tel Aviv,
Israel
| $536K | +$37.8K | +450 | +8% |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $305K | -$26.9K | -321 | -8% |
|
6
Morgan Stanley
New York
| $228K | – | – | – |
|
7
Bank of America
Charlotte,
North Carolina
| $81.1K | – | – | – |
|
8
BlackRock
New York
| $55.2K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $40.2K | +$20K | +246 | +98% |
|
10
RhumbLine Advisers
Boston,
Massachusetts
| $9.47K | – | – | – |
|
11
BNP Paribas Financial Markets
Paris,
France
| $8.11K | – | – | – |
|
|
PS
12
Principal Securities
Des Moines,
Iowa
| $5.76K | +$5.76K | +71 | New |
|
|
SS
13
SBI Securities
Tokyo,
Japan
| $890 | +$890 | +10 | New |
|
|
14
Osaic Holdings
Scottsdale,
Arizona
| $162 | +$162 | +2 | New |
|
|
15
Wells Fargo
San Francisco,
California
| $11 | -$10 | – | – |
|
|
16
Jane Street
New York
| – | -$222K | -2,772 | Closed |
|