Formula Systems (1985) Ownership 2024 | Who Owns Formula Systems (1985) Now?
Institutional Ownership
0.12%
Institutional Holders
5.00
Formula Systems (1985) Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 5.39% | 0.61% | 824,703 | - | - | 58,798,000 | Jun 30, 2024 |
TFG ADVISERS LLC | 0.05% | 0.20% | 7,578 | -23 | -0.30% | 525,043 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.05% | 0.02% | 6,961 | - | - | 482,050 | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | 0.04% | 0.02% | 6,711 | 2,303 | 52.25% | 478,464 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.03% | 0.00% | 4,077 | -49 | -1.19% | 290,486 | Jun 30, 2024 |
MORGAN STANLEY | 0.02% | - | 2,907 | - | - | 201,310 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.01% | - | 1,000 | - | - | 69,250 | Jun 30, 2024 |
BLACKROCK INC. | 0.00% | - | 680 | -72 | -9.57% | 47,090 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 144 | 128 | 800.00% | 9,972 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 0.00% | - | 113 | 113 | 100.00% | 8,051 | Jun 30, 2024 |
FMR LLC | - | - | 4 | - | - | 285 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 2 | 2 | 100.00% | 155 | Jun 30, 2024 |
PRIVATE TRUST CO NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 5.39% | 0.61% | 824,703 | - | - | 58,798,000 | Jun 30, 2024 |
TFG ADVISERS LLC | 0.05% | 0.20% | 7,578 | -23 | -0.30% | 525,043 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.05% | 0.02% | 6,961 | - | - | 482,050 | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | 0.04% | 0.02% | 6,711 | 2,303 | 52.25% | 478,464 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.03% | 0.00% | 4,077 | -49 | -1.19% | 290,486 | Jun 30, 2024 |
MORGAN STANLEY | 0.02% | - | 2,907 | - | - | 201,310 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 0.00% | - | 113 | 113 | 100.00% | 8,051 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.01% | - | 1,000 | - | - | 69,250 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 144 | 128 | 800.00% | 9,972 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 2 | 2 | 100.00% | 155 | Jun 30, 2024 |
BLACKROCK INC. | 0.00% | - | 680 | -72 | -9.57% | 47,090 | Jun 30, 2024 |
FMR LLC | - | - | 4 | - | - | 285 | Jun 30, 2024 |
PRIVATE TRUST CO NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
ALTSHULER SHAHAM LTD | 0.04% | 0.02% | 6,711 | 2,303 | 52.25% | 478,464 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 144 | 128 | 800.00% | 9,972 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 0.00% | - | 113 | 113 | 100.00% | 8,051 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 2 | 2 | 100.00% | 155 | Jun 30, 2024 |
FMR LLC | - | - | 4 | - | - | 285 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.01% | - | 1,000 | - | - | 69,250 | Jun 30, 2024 |
MORGAN STANLEY | 0.02% | - | 2,907 | - | - | 201,310 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.05% | 0.02% | 6,961 | - | - | 482,050 | Jun 30, 2024 |
CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 5.39% | 0.61% | 824,703 | - | - | 58,798,000 | Jun 30, 2024 |
TFG ADVISERS LLC | 0.05% | 0.20% | 7,578 | -23 | -0.30% | 525,043 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.03% | 0.00% | 4,077 | -49 | -1.19% | 290,486 | Jun 30, 2024 |
BLACKROCK INC. | 0.00% | - | 680 | -72 | -9.57% | 47,090 | Jun 30, 2024 |
PRIVATE TRUST CO NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 0.00% | - | 680 | -72 | -9.57% | 47,090 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 0.03% | 0.00% | 4,077 | -49 | -1.19% | 290,486 | Jun 30, 2024 |
TFG ADVISERS LLC | 0.05% | 0.20% | 7,578 | -23 | -0.30% | 525,043 | Jun 30, 2024 |
CLAL INSURANCE ENTERPRISES HOLDINGS LTD | 5.39% | 0.61% | 824,703 | - | - | 58,798,000 | Jun 30, 2024 |
GHP INVESTMENT ADVISORS, INC. | 0.05% | 0.02% | 6,961 | - | - | 482,050 | Jun 30, 2024 |
MORGAN STANLEY | 0.02% | - | 2,907 | - | - | 201,310 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.01% | - | 1,000 | - | - | 69,250 | Jun 30, 2024 |
FMR LLC | - | - | 4 | - | - | 285 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 2 | 2 | 100.00% | 155 | Jun 30, 2024 |
RHUMBLINE ADVISERS | 0.00% | - | 113 | 113 | 100.00% | 8,051 | Jun 30, 2024 |
UBS GROUP AG | 0.00% | - | 144 | 128 | 800.00% | 9,972 | Jun 30, 2024 |
ALTSHULER SHAHAM LTD | 0.04% | 0.02% | 6,711 | 2,303 | 52.25% | 478,464 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
RHUMBLINE ADVISERS | 0.00% | - | 113 | 113 | 100.00% | 8,051 | Jun 30, 2024 |
RONALD BLUE TRUST, INC. | - | - | 2 | 2 | 100.00% | 155 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PRIVATE TRUST CO NA | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
Formula Systems (1985) Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
M FUND INC | 0.00% | 122 | - | - | Mar 31, 2024 |
DFA INVESTMENT TRUST CO | 0.00% | 640 | - | - | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 193 | - | - | Feb 29, 2024 |
Dimensional ETF Trust | 0.00% | 298 | - | - | Jan 31, 2024 |
DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 556 | -1,529 | -73.33% | Jan 31, 2024 |
Formula Systems (1985) Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 5 | -54.55% |
31 Mar, 24 | 11 | - |
31 Dec, 23 | 11 | 10.00% |
30 Sep, 23 | 10 | - |
30 Jun, 23 | 10 | - |
31 Mar, 23 | 10 | -9.09% |
31 Dec, 22 | 11 | -8.33% |
30 Sep, 22 | 12 | 20.00% |
30 Jun, 22 | 10 | -28.57% |
31 Mar, 22 | 14 | -6.67% |
31 Dec, 21 | 15 | 25.00% |
30 Sep, 21 | 12 | 9.09% |
30 Jun, 21 | 11 | 22.22% |
31 Mar, 21 | 9 | 28.57% |
31 Dec, 20 | 7 | - |
30 Sep, 20 | 7 | - |
30 Jun, 20 | 7 | - |
31 Mar, 20 | 7 | - |
31 Dec, 19 | 7 | 16.67% |
30 Sep, 19 | 6 | -14.29% |
30 Jun, 19 | 7 | 16.67% |
31 Mar, 19 | 6 | 50.00% |
31 Dec, 18 | 4 | 33.33% |
30 Sep, 18 | 3 | - |
30 Jun, 18 | 3 | 50.00% |
31 Mar, 18 | 2 | - |
31 Dec, 17 | 2 | - |
30 Sep, 17 | 2 | -50.00% |
30 Jun, 17 | 4 | 33.33% |
31 Mar, 17 | 3 | -50.00% |
31 Dec, 16 | 6 | 20.00% |
30 Sep, 16 | 5 | 25.00% |
30 Jun, 16 | 4 | -20.00% |
31 Mar, 16 | 5 | - |
31 Dec, 15 | 5 | - |
30 Sep, 15 | 5 | - |
30 Jun, 15 | 5 | -28.57% |
31 Mar, 15 | 7 | 16.67% |
31 Dec, 14 | 6 | -25.00% |
30 Sep, 14 | 8 | -11.11% |
30 Jun, 14 | 9 | 50.00% |
31 Mar, 14 | 6 | -14.29% |
31 Dec, 13 | 7 | - |
30 Sep, 13 | 7 | 40.00% |
30 Jun, 13 | 5 | - |
31 Dec, 12 | 3 | 50.00% |
30 Sep, 12 | 2 | 100.00% |
30 Jun, 12 | 1 | -75.00% |
31 Mar, 12 | 4 | 33.33% |
31 Dec, 11 | 3 | - |
30 Sep, 11 | 3 | - |
30 Jun, 11 | 3 | -25.00% |
31 Mar, 11 | 4 | 33.33% |
31 Dec, 10 | 3 | - |
30 Sep, 10 | 3 | - |
31 Mar, 10 | 1 | - |
30 Sep, 09 | 1 | - |
30 Jun, 00 | 2 | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 18,731 | -97.80% |
31 Mar, 24 | 852,578 | 0.80% |
31 Dec, 23 | 845,788 | 2186.41% |
30 Sep, 23 | 36,992 | 1.27% |
30 Jun, 23 | 36,527 | -2.37% |
31 Mar, 23 | 37,413 | -26.84% |
31 Dec, 22 | 51,142 | 17.08% |
30 Sep, 22 | 43,681 | -2.25% |
30 Jun, 22 | 44,685 | -7.00% |
31 Mar, 22 | 48,046 | 20.74% |
31 Dec, 21 | 39,793 | 59.34% |
30 Sep, 21 | 24,973 | 1.15% |
30 Jun, 21 | 24,688 | 1.37% |
31 Mar, 21 | 24,355 | 5.82% |
31 Dec, 20 | 23,015 | 1.59% |
30 Sep, 20 | 22,654 | 14.63% |
30 Jun, 20 | 19,762 | -25.25% |
31 Mar, 20 | 26,439 | 6.18% |
31 Dec, 19 | 24,901 | 21.33% |
30 Sep, 19 | 20,524 | 28.30% |
30 Jun, 19 | 15,997 | 4.12% |
31 Mar, 19 | 15,364 | -0.31% |
31 Dec, 18 | 15,412 | 62.71% |
30 Sep, 18 | 9,472 | -13.49% |
30 Jun, 18 | 10,949 | -38.83% |
31 Mar, 18 | 17,899 | 575.69% |
31 Dec, 17 | 2,649 | -8.15% |
30 Sep, 17 | 2,884 | -81.20% |
30 Jun, 17 | 15,340 | 6.87% |
31 Mar, 17 | 14,354 | 2.85% |
31 Dec, 16 | 13,956 | 247.86% |
30 Sep, 16 | 4,012 | 46.53% |
30 Jun, 16 | 2,738 | -43.12% |
31 Mar, 16 | 4,814 | -70.50% |
31 Dec, 15 | 16,318 | -10.31% |
30 Sep, 15 | 18,193 | -40.18% |
30 Jun, 15 | 30,414 | -56.17% |
31 Mar, 15 | 69,391 | -26.78% |
31 Dec, 14 | 94,774 | -3.61% |
30 Sep, 14 | 98,321 | -9.91% |
30 Jun, 14 | 109,136 | 10.44% |
31 Mar, 14 | 98,817 | -12.56% |
31 Dec, 13 | 113,013 | 3.92% |
30 Sep, 13 | 108,750 | 28.78% |
30 Jun, 13 | 84,445 | - |
31 Dec, 12 | 71,736 | 3.84% |
30 Sep, 12 | 69,086 | 132.50% |
30 Jun, 12 | 29,715 | -71.84% |
31 Mar, 12 | 105,510 | 192.87% |
31 Dec, 11 | 36,026 | -66.81% |
30 Sep, 11 | 108,537 | 179.63% |
30 Jun, 11 | 38,814 | 5.46% |
31 Mar, 11 | 36,804 | 22.87% |
31 Dec, 10 | 29,954 | 81.91% |
30 Sep, 10 | 16,466 | - |
31 Mar, 10 | 10,475 | - |
30 Sep, 09 | 10,475 | - |
30 Jun, 00 | 15,000 | - |
30 Sep, 99 | 378,099 | -33.83% |
30 Jun, 99 | 571,444 | 4.03% |
31 Mar, 99 | 549,316 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 0.12% | 0.39% |
31 Mar, 24 | 5.57% | 18.23% |
31 Dec, 23 | 5.53% | 9459.91% |
30 Sep, 23 | 0.24% | 424.26% |
30 Jun, 23 | 0.24% | 399.30% |
31 Mar, 23 | 0.24% | 218.76% |
31 Dec, 22 | 0.33% | 409.94% |
30 Sep, 22 | 0.29% | 334.65% |
30 Jun, 22 | 0.29% | 295.96% |
31 Mar, 22 | 0.31% | 463.77% |
31 Dec, 21 | 0.26% | 975.75% |
30 Sep, 21 | 0.16% | 626.32% |
30 Jun, 21 | 0.16% | 636.35% |
31 Mar, 21 | 0.16% | 702.52% |
31 Dec, 20 | 0.15% | 685.56% |
30 Sep, 20 | 0.15% | 886.54% |
30 Jun, 20 | 0.13% | 432.02% |
31 Mar, 20 | 0.17% | 643.81% |
31 Dec, 19 | 0.16% | 908.79% |
30 Sep, 19 | 0.13% | 1225.31% |
30 Jun, 19 | 0.10% | 979.01% |
31 Mar, 19 | 0.10% | 992.46% |
31 Dec, 18 | 0.10% | 2469.98% |
30 Sep, 18 | 0.06% | 1163.66% |
30 Jun, 18 | 0.07% | 503.46% |
31 Mar, 18 | 0.12% | 35926.09% |
31 Dec, 17 | 0.02% | 4691.41% |
30 Sep, 17 | 0.02% | 172.90% |
30 Jun, 17 | 0.11% | 1061.85% |
31 Mar, 17 | 0.10% | 1049.08% |
31 Dec, 16 | 0.10% | 12304.61% |
30 Sep, 16 | 0.03% | 7573.06% |
30 Jun, 16 | 0.02% | 1670.59% |
31 Mar, 16 | 0.03% | 254.46% |
31 Dec, 15 | 0.12% | 693.03% |
30 Sep, 15 | 0.13% | 275.74% |
30 Jun, 15 | 0.22% | 88.32% |
31 Mar, 15 | 0.49% | 107.75% |
31 Dec, 14 | 0.68% | 136.38% |
30 Sep, 14 | 0.70% | 114.54% |
30 Jun, 14 | 0.78% | 154.70% |
31 Mar, 14 | 0.71% | 106.82% |
31 Dec, 13 | 0.82% | 131.60% |
30 Sep, 13 | 0.79% | 205.95% |
30 Jun, 13 | 0.62% | - |
31 Dec, 12 | 0.53% | 204.37% |
30 Sep, 12 | 0.51% | 1063.59% |
30 Jun, 12 | 0.22% | 36.29% |
31 Mar, 12 | 0.78% | 1091.86% |
31 Dec, 11 | 0.27% | 41.42% |
30 Sep, 11 | 0.80% | 969.92% |
30 Jun, 11 | 0.29% | 384.78% |
31 Mar, 11 | 0.27% | 545.67% |
31 Dec, 10 | 0.22% | 1482.02% |
30 Sep, 10 | 0.12% | - |
31 Mar, 10 | 0.08% | - |
30 Sep, 09 | 0.08% | - |
30 Jun, 00 | 0.16% | - |
30 Sep, 99 | 4.13% | 11.12% |
30 Jun, 99 | 6.10% | 17.76% |
31 Mar, 99 | 5.86% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | - |
31 Mar, 24 | 2 | -33.33% |
31 Dec, 23 | 3 | 50.00% |
30 Sep, 23 | 2 | 100.00% |
30 Jun, 23 | 1 | - |
31 Mar, 23 | 1 | -75.00% |
31 Dec, 22 | 4 | -20.00% |
30 Sep, 22 | 5 | - |
30 Jun, 22 | 5 | -44.44% |
31 Mar, 22 | 9 | -18.18% |
31 Dec, 21 | 11 | 57.14% |
30 Sep, 21 | 7 | 75.00% |
30 Jun, 21 | 4 | -20.00% |
31 Mar, 21 | 5 | 66.67% |
31 Dec, 20 | 3 | 50.00% |
30 Sep, 20 | 2 | - |
30 Jun, 20 | 2 | -33.33% |
31 Mar, 20 | 3 | -25.00% |
31 Dec, 19 | 4 | - |
30 Sep, 19 | 4 | 300.00% |
30 Jun, 19 | 1 | -80.00% |
31 Mar, 19 | 5 | 150.00% |
31 Dec, 18 | 2 | - |
30 Sep, 18 | - | -100.00% |
30 Jun, 18 | 1 | - |
31 Mar, 18 | 1 | - |
31 Dec, 17 | 1 | - |
30 Sep, 17 | 1 | -66.67% |
30 Jun, 17 | 3 | 50.00% |
31 Mar, 17 | 2 | -33.33% |
31 Dec, 16 | 3 | 50.00% |
30 Sep, 16 | 2 | - |
30 Jun, 16 | - | -100.00% |
31 Mar, 16 | 4 | 33.33% |
31 Dec, 15 | 3 | 50.00% |
30 Sep, 15 | 2 | - |
30 Jun, 15 | 2 | - |
31 Mar, 15 | 2 | 100.00% |
31 Dec, 14 | 1 | -80.00% |
30 Sep, 14 | 5 | - |
30 Jun, 14 | 5 | 66.67% |
31 Mar, 14 | 3 | -40.00% |
31 Dec, 13 | 5 | -16.67% |
30 Sep, 13 | 6 | 20.00% |
30 Jun, 13 | 5 | - |
31 Dec, 12 | 1 | -50.00% |
30 Sep, 12 | 2 | - |
30 Jun, 12 | - | -100.00% |
31 Mar, 12 | 1 | -50.00% |
31 Dec, 11 | 2 | 100.00% |
30 Sep, 11 | 1 | - |
30 Jun, 11 | 1 | -50.00% |
31 Mar, 11 | 2 | - |
31 Dec, 10 | 2 | -33.33% |
30 Sep, 10 | 3 | - |
31 Mar, 10 | 1 | - |
30 Sep, 09 | 1 | - |
30 Jun, 00 | 2 | - |
30 Sep, 99 | - | -100.00% |
30 Jun, 99 | 1 | - |
31 Mar, 99 | 1 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 2 | - |
31 Mar, 24 | 2 | -33.33% |
31 Dec, 23 | 3 | -25.00% |
30 Sep, 23 | 4 | -20.00% |
30 Jun, 23 | 5 | 66.67% |
31 Mar, 23 | 3 | -25.00% |
31 Dec, 22 | 4 | - |
30 Sep, 22 | 4 | 100.00% |
30 Jun, 22 | 2 | 100.00% |
31 Mar, 22 | 1 | - |
31 Dec, 21 | - | -100.00% |
30 Sep, 21 | 3 | -50.00% |
30 Jun, 21 | 6 | 100.00% |
31 Mar, 21 | 3 | 50.00% |
31 Dec, 20 | 2 | - |
30 Sep, 20 | 2 | - |
30 Jun, 20 | 2 | - |
31 Mar, 20 | 2 | -33.33% |
31 Dec, 19 | 3 | 50.00% |
30 Sep, 19 | 2 | -33.33% |
30 Jun, 19 | 3 | 200.00% |
31 Mar, 19 | 1 | - |
31 Dec, 18 | 1 | - |
30 Sep, 18 | 1 | -50.00% |
30 Jun, 18 | 2 | - |
31 Mar, 18 | - | -100.00% |
31 Dec, 17 | 1 | - |
30 Sep, 17 | 1 | - |
30 Jun, 17 | 1 | - |
31 Mar, 17 | - | -100.00% |
31 Dec, 16 | 2 | 100.00% |
30 Sep, 16 | 1 | -66.67% |
30 Jun, 16 | 3 | 200.00% |
31 Mar, 16 | 1 | - |
31 Dec, 15 | 1 | -66.67% |
30 Sep, 15 | 3 | 50.00% |
30 Jun, 15 | 2 | -50.00% |
31 Mar, 15 | 4 | 33.33% |
31 Dec, 14 | 3 | 50.00% |
30 Sep, 14 | 2 | - |
30 Jun, 14 | 2 | - |
31 Mar, 14 | 2 | 100.00% |
31 Dec, 13 | 1 | - |
30 Sep, 13 | - | - |
30 Jun, 13 | - | - |
31 Dec, 12 | 1 | - |
30 Sep, 12 | - | -100.00% |
30 Jun, 12 | 1 | -50.00% |
31 Mar, 12 | 2 | 100.00% |
31 Dec, 11 | 1 | -50.00% |
30 Sep, 11 | 2 | - |
30 Jun, 11 | - | - |
31 Mar, 11 | - | - |
31 Dec, 10 | - | - |
30 Sep, 10 | - | - |
31 Mar, 10 | - | - |
30 Sep, 09 | - | - |
30 Jun, 00 | - | - |
30 Sep, 99 | 1 | - |
30 Jun, 99 | - | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 5 | -54.55% | 18,731 | -97.80% | 0.12% | 0.39% | 2 | - | 2 | - |
31 Mar, 24 | 11 | - | 852,578 | 0.80% | 5.57% | 18.23% | 2 | -33.33% | 2 | -33.33% |
31 Dec, 23 | 11 | 10.00% | 845,788 | 2186.41% | 5.53% | 9459.91% | 3 | 50.00% | 3 | -25.00% |
30 Sep, 23 | 10 | - | 36,992 | 1.27% | 0.24% | 424.26% | 2 | 100.00% | 4 | -20.00% |
30 Jun, 23 | 10 | - | 36,527 | -2.37% | 0.24% | 399.30% | 1 | - | 5 | 66.67% |
31 Mar, 23 | 10 | -9.09% | 37,413 | -26.84% | 0.24% | 218.76% | 1 | -75.00% | 3 | -25.00% |
31 Dec, 22 | 11 | -8.33% | 51,142 | 17.08% | 0.33% | 409.94% | 4 | -20.00% | 4 | - |
30 Sep, 22 | 12 | 20.00% | 43,681 | -2.25% | 0.29% | 334.65% | 5 | - | 4 | 100.00% |
30 Jun, 22 | 10 | -28.57% | 44,685 | -7.00% | 0.29% | 295.96% | 5 | -44.44% | 2 | 100.00% |
31 Mar, 22 | 14 | -6.67% | 48,046 | 20.74% | 0.31% | 463.77% | 9 | -18.18% | 1 | - |
31 Dec, 21 | 15 | 25.00% | 39,793 | 59.34% | 0.26% | 975.75% | 11 | 57.14% | - | -100.00% |
30 Sep, 21 | 12 | 9.09% | 24,973 | 1.15% | 0.16% | 626.32% | 7 | 75.00% | 3 | -50.00% |
30 Jun, 21 | 11 | 22.22% | 24,688 | 1.37% | 0.16% | 636.35% | 4 | -20.00% | 6 | 100.00% |
31 Mar, 21 | 9 | 28.57% | 24,355 | 5.82% | 0.16% | 702.52% | 5 | 66.67% | 3 | 50.00% |
31 Dec, 20 | 7 | - | 23,015 | 1.59% | 0.15% | 685.56% | 3 | 50.00% | 2 | - |
30 Sep, 20 | 7 | - | 22,654 | 14.63% | 0.15% | 886.54% | 2 | - | 2 | - |
30 Jun, 20 | 7 | - | 19,762 | -25.25% | 0.13% | 432.02% | 2 | -33.33% | 2 | - |
31 Mar, 20 | 7 | - | 26,439 | 6.18% | 0.17% | 643.81% | 3 | -25.00% | 2 | -33.33% |
31 Dec, 19 | 7 | 16.67% | 24,901 | 21.33% | 0.16% | 908.79% | 4 | - | 3 | 50.00% |
30 Sep, 19 | 6 | -14.29% | 20,524 | 28.30% | 0.13% | 1225.31% | 4 | 300.00% | 2 | -33.33% |
30 Jun, 19 | 7 | 16.67% | 15,997 | 4.12% | 0.10% | 979.01% | 1 | -80.00% | 3 | 200.00% |
31 Mar, 19 | 6 | 50.00% | 15,364 | -0.31% | 0.10% | 992.46% | 5 | 150.00% | 1 | - |
31 Dec, 18 | 4 | 33.33% | 15,412 | 62.71% | 0.10% | 2469.98% | 2 | - | 1 | - |
30 Sep, 18 | 3 | - | 9,472 | -13.49% | 0.06% | 1163.66% | - | -100.00% | 1 | -50.00% |
30 Jun, 18 | 3 | 50.00% | 10,949 | -38.83% | 0.07% | 503.46% | 1 | - | 2 | - |
31 Mar, 18 | 2 | - | 17,899 | 575.69% | 0.12% | 35926.09% | 1 | - | - | -100.00% |
31 Dec, 17 | 2 | - | 2,649 | -8.15% | 0.02% | 4691.41% | 1 | - | 1 | - |
30 Sep, 17 | 2 | -50.00% | 2,884 | -81.20% | 0.02% | 172.90% | 1 | -66.67% | 1 | - |
30 Jun, 17 | 4 | 33.33% | 15,340 | 6.87% | 0.11% | 1061.85% | 3 | 50.00% | 1 | - |
31 Mar, 17 | 3 | -50.00% | 14,354 | 2.85% | 0.10% | 1049.08% | 2 | -33.33% | - | -100.00% |
31 Dec, 16 | 6 | 20.00% | 13,956 | 247.86% | 0.10% | 12304.61% | 3 | 50.00% | 2 | 100.00% |
30 Sep, 16 | 5 | 25.00% | 4,012 | 46.53% | 0.03% | 7573.06% | 2 | - | 1 | -66.67% |
30 Jun, 16 | 4 | -20.00% | 2,738 | -43.12% | 0.02% | 1670.59% | - | -100.00% | 3 | 200.00% |
31 Mar, 16 | 5 | - | 4,814 | -70.50% | 0.03% | 254.46% | 4 | 33.33% | 1 | - |
31 Dec, 15 | 5 | - | 16,318 | -10.31% | 0.12% | 693.03% | 3 | 50.00% | 1 | -66.67% |
30 Sep, 15 | 5 | - | 18,193 | -40.18% | 0.13% | 275.74% | 2 | - | 3 | 50.00% |
30 Jun, 15 | 5 | -28.57% | 30,414 | -56.17% | 0.22% | 88.32% | 2 | - | 2 | -50.00% |
31 Mar, 15 | 7 | 16.67% | 69,391 | -26.78% | 0.49% | 107.75% | 2 | 100.00% | 4 | 33.33% |
31 Dec, 14 | 6 | -25.00% | 94,774 | -3.61% | 0.68% | 136.38% | 1 | -80.00% | 3 | 50.00% |
30 Sep, 14 | 8 | -11.11% | 98,321 | -9.91% | 0.70% | 114.54% | 5 | - | 2 | - |
30 Jun, 14 | 9 | 50.00% | 109,136 | 10.44% | 0.78% | 154.70% | 5 | 66.67% | 2 | - |
31 Mar, 14 | 6 | -14.29% | 98,817 | -12.56% | 0.71% | 106.82% | 3 | -40.00% | 2 | 100.00% |
31 Dec, 13 | 7 | - | 113,013 | 3.92% | 0.82% | 131.60% | 5 | -16.67% | 1 | - |
30 Sep, 13 | 7 | 40.00% | 108,750 | 28.78% | 0.79% | 205.95% | 6 | 20.00% | - | - |
30 Jun, 13 | 5 | - | 84,445 | - | 0.62% | - | 5 | - | - | - |
31 Dec, 12 | 3 | 50.00% | 71,736 | 3.84% | 0.53% | 204.37% | 1 | -50.00% | 1 | - |
30 Sep, 12 | 2 | 100.00% | 69,086 | 132.50% | 0.51% | 1063.59% | 2 | - | - | -100.00% |
30 Jun, 12 | 1 | -75.00% | 29,715 | -71.84% | 0.22% | 36.29% | - | -100.00% | 1 | -50.00% |
31 Mar, 12 | 4 | 33.33% | 105,510 | 192.87% | 0.78% | 1091.86% | 1 | -50.00% | 2 | 100.00% |
31 Dec, 11 | 3 | - | 36,026 | -66.81% | 0.27% | 41.42% | 2 | 100.00% | 1 | -50.00% |
30 Sep, 11 | 3 | - | 108,537 | 179.63% | 0.80% | 969.92% | 1 | - | 2 | - |
30 Jun, 11 | 3 | -25.00% | 38,814 | 5.46% | 0.29% | 384.78% | 1 | -50.00% | - | - |
31 Mar, 11 | 4 | 33.33% | 36,804 | 22.87% | 0.27% | 545.67% | 2 | - | - | - |
31 Dec, 10 | 3 | - | 29,954 | 81.91% | 0.22% | 1482.02% | 2 | -33.33% | - | - |
30 Sep, 10 | 3 | - | 16,466 | - | 0.12% | - | 3 | - | - | - |
31 Mar, 10 | 1 | - | 10,475 | - | 0.08% | - | 1 | - | - | - |
30 Sep, 09 | 1 | - | 10,475 | - | 0.08% | - | 1 | - | - | - |
30 Jun, 00 | 2 | - | 15,000 | - | 0.16% | - | 2 | - | - | - |
30 Sep, 99 | 1 | - | 378,099 | -33.83% | 4.13% | 11.12% | - | -100.00% | 1 | - |
30 Jun, 99 | 1 | - | 571,444 | 4.03% | 6.10% | 17.76% | 1 | - | - | - |
31 Mar, 99 | 1 | - | 549,316 | - | 5.86% | - | 1 | - | - | - |
FORTY Ownership FAQ
Who Owns Formula Systems (1985)?
Formula Systems (1985) is owned by institutional shareholders (0.12%), insiders (0.00%), and public (99.88%). The largest institutional shareholder of Formula Systems (1985) is CLAL INSURANCE ENTERPRISES HOLDINGS LTD (5.39% of total shares) and the top mutual fund owner is M FUND INC (0.00% of total shares).
Who are the major institutional shareholders of Formula Systems (1985)?
Formula Systems (1985)'s major institutional shareholders are CLAL INSURANCE ENTERPRISES HOLDINGS LTD, TFG ADVISERS LLC, GHP INVESTMENT ADVISORS, INC., ALTSHULER SHAHAM LTD, and DIMENSIONAL FUND ADVISORS LP. The top five shareholders own together 5.55% of the company's share outstanding.
How many Formula Systems (1985) shareholders are there?
As of Jun 2024, there are 5 institutional shareholders of Formula Systems (1985).
What percentage of Formula Systems (1985) is owned by CLAL INSURANCE ENTERPRISES HOLDINGS LTD?
CLAL INSURANCE ENTERPRISES HOLDINGS LTD owns 824.7K shares of Formula Systems (1985), representing 5.39% of the company's total shares outstanding, valued at $58.8M (as of Jun 2024).
What percentage of Formula Systems (1985) is owned by TFG ADVISERS LLC?
As of Jun 2024, TFG ADVISERS LLC holds 7.58K shares of Formula Systems (1985) (FORTY), compromising 0.05% of the company, valued at $525.04K.
What percentage of Formula Systems (1985) is owned by GHP INVESTMENT ADVISORS, INC?
GHP INVESTMENT ADVISORS, INC is the third largest holder of Formula Systems (1985). The company owns 6.96K of the company's shares outstanding (worth $482.05K).