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FORTY

Formula Systems

Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$67.3M +$1.21M +16,642 +2%
TA
2
TFG Advisers
Michigan
$631K -$1.67K -23 -0.3%
GIA
3
GHP Investment Advisors
Colorado
$538K – – –
AS
4
Altshuler Shaham
Israel
$360K -$713K -9,843 -69%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$320K – – –
Morgan Stanley
6
Morgan Stanley
New York
$225K – – –
Bank of America
7
Bank of America
North Carolina
$77.3K – – –
BlackRock
8
BlackRock
New York
$58.1K – – –
PTC
9
Private Trust Company
Ohio
$8.3K – – –
UBS Group
10
UBS Group
Switzerland
$1.24K +$1.01K +14 +700%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$310 – – –
Wells Fargo
12
Wells Fargo
California
$10 – – –