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
Holders
15
Holders Change
+1
Holders Change %
+7.14%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
+$1.74K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.39K |
| 3 |
Morgan Stanley
New York
|
+$87 |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$87 |
Top Sellers
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$213K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.13K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$11 |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
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 | -$213K | -2,459 | -39% |
|
|
5
Dimensional Fund Advisors
Austin,
Texas
| $318K | +$1.39K | +16 | +0.4% |
|
|
6
Morgan Stanley
New York
| $244K | +$87 | +1 | +0% |
|
7
Bank of America
Charlotte,
North Carolina
| $87K | – | – | – |
|
8
BlackRock
New York
| $59.2K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $36K | -$7.13K | -82 | -17% |
|
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 | +$1.74K | +20 | New |
|
|
SS
14
SBI Securities
Tokyo,
Japan
| $895 | – | – | – |
|
|
15
Osaic Holdings
Scottsdale,
Arizona
| $261 | +$87 | +1 | +50% |
|
|
16
Wells Fargo
San Francisco,
California
| $11 | -$11 | – | – |
|