FORTY
Formula Systems
FORTY
FORTY
15 hedge funds and large institutions have $73.7M invested in Formula Systems in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
Holders
15
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.74K | |
| 2 | +$1.39K | |
| 3 | +$87 | |
| 4 |
Morgan Stanley
New York
|
+$87 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
1
Clal Insurance
Tel-Aviv,
Israel
| $71.4M |
|
|||
|
TA
2
TFG Advisers
Auburn Hills,
Michigan
| $632K |
|
|||
|
GIA
3
GHP Investment Advisors
Denver,
Colorado
| $606K |
|
|||
|
AS
4
Altshuler Shaham
Tel Aviv,
Israel
| $340K |
|
|||
5
Dimensional Fund Advisors
Austin,
Texas
| $318K |
|
|||
|
6
Morgan Stanley
New York
| $244K |
|
|||
7
Bank of America
Charlotte,
North Carolina
| $87K |
|
|||
8
BlackRock
New York
| $59.2K |
|
|||
9
UBS Group
Zurich,
Switzerland
| $36K |
|
|||
10
RhumbLine Advisers
Boston,
Massachusetts
| $9.83K |
|
|||
11
BNP Paribas Financial Markets
Paris,
France
| $8.7K |
|
|||
|
PS
12
Principal Securities
Des Moines,
Iowa
| $5.76K |
|
|||
|
CCM
13
Coldstream Capital Management
Bellevue,
Washington
| $1.74K |
|
|||
|
SS
14
SBI Securities
Tokyo,
Japan
| $895 |
|
|||
15
Osaic Holdings
Scottsdale,
Arizona
| $261 |
|
|||
16
Wells Fargo
San Francisco,
California
| $11 |
|