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FORTY

Formula Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$53.6M +$50.1M +808,061 New
AS
2
Altshuler Shaham
Israel
$945K +$52.7K +850 +6%
TA
3
TFG Advisers
Michigan
$484K +$5.89K +95 +1%
GIA
4
GHP Investment Advisors
Colorado
$466K – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$268K – – –
Morgan Stanley
6
Morgan Stanley
New York
$185K -$496 -8 -0.3%
Bank of America
7
Bank of America
North Carolina
$63.5K – – –
BlackRock
8
BlackRock
New York
$47.8K – – –
PTC
9
Private Trust Company
Ohio
$6.53K – – –
Fidelity Investments
10
Fidelity Investments
Massachusetts
$260 -$11.5K -186 -98%
UBS Group
11
UBS Group
Switzerland
$127 -$992 -16 -89%
Wells Fargo
12
Wells Fargo
California
$8 – – –