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 12 institutions that hold shares in the stock, with a total of 852,574 shares, which have been reported (via 13F filing form) to have a value of $61.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 09, 2024 Q1 2024 |
824,703
shares
|
$59.3 Million
0.76% of portfolio
|
Q1 2024
Added 2.06%
|
|
|
Tfg Advisers LLC
|
May 06, 2024 Q1 2024 |
7,601
shares
|
$546,967
0.25% of portfolio
|
Q1 2024
Reduced 0.3%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
6,961
shares
|
$500,913
0.03% of portfolio
|
Q4 2019
Added 27.49%
|
|
|
Altshuler Shaham LTD
|
May 15, 2024 Q1 2024 |
4,408
shares
|
$317,199
0.01% of portfolio
|
Q1 2024
Reduced 69.07%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
4,126
shares
|
$296,906
0.0% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,907
shares
|
$209,187
0.0% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,000
shares
|
$71,960
0.0% of portfolio
|
Q3 2022
Reduced 0.2%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
752
shares
|
$54,113
0.0% of portfolio
|
Q2 2023
Reduced 26.92%
|
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
100
shares
|
$7,195
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
16
shares
|
$1,151
0.0% of portfolio
|
Q1 2024
Added 700.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|