Institutional Ownership Formula Systems (1985) LTD (FORTY)
This table provides information about the institutional ownership of Formula Systems (1985) LTD (FORTY). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 856,553 shares, which have been reported (via 13F filing form) to have a value of $70.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
824,703
shares
|
$68.2 Million
0.59% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
7,373
shares
|
$609,968
0.22% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
6,961
shares
|
$575,883
0.03% of portfolio
|
Q4 2019
Added 27.49%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
5,935
shares
|
$491,002
0.03% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
3,959
shares
|
$327,528
0.0% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,807
shares
|
$232,223
0.0% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,772
shares
|
$229,327
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$82,730
0.0% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
680
shares
|
$56,256
0.0% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
250
shares
|
$20,682
0.0% of portfolio
|
Q3 2024
Added 73.61%
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 12, 2024 Q3 2024 |
113
shares
|
$9,348
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|