Formula Systems 1985-SP ADRFORTY
13F holders, Q1 2025 (March 31)15holders +1
1new positions
0sold out
$86.54avg. 13F price*
At the end of Q1 2025, 15 institutions reported holding Formula Systems 1985-SP ADR (FORTY) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Clal Insurance Enterprises Holdings Ltd ($71.4M), TFG Advisers LLC ($632K) and GHP Investment Advisors, Inc. ($606K).
- Company
- Formula Systems 1985-SP ADR
- CUSIP
- 346414105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 38 shares bought and 2,541 shares sold, net −2,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Clal Insurance Enterprises Holdings Ltd | 0.74% | No change | 824,703 | $71.4M |
| TFG Advisers LLC | 0.23% | No change | 7,258 | $632K |
| GHP Investment Advisors, Inc. | 0.03% | No change | 6,961 | $606K |
| Altshuler Shaham Ltd | 0.01% | Reduce -38.5% | 3,926 | $340K |
| Dimensional Fund Advisors LP | 0.00% | Add +0.4% | 3,654 | $318K |
| Morgan Stanley | 0.00% | Add +0.0% | 2,808 | $244K |
| Bank of America Corp. | 0.00% | No change | 1,000 | $87K |
| BlackRock, Inc. | 0.00% | No change | 680 | $59K |
| UBS Group AG | 0.00% | Reduce -16.5% | 414 | $36K |
| Rhumbline Advisers | 0.00% | No change | 113 | $10K |
| BNP Paribas Financial Markets | 0.00% | No change | 100 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 71 | $6K |
| Coldstream Capital Management Inc. | 0.00% | New | 20 | $2K |
| SBI Securities Co., Ltd. | 0.00% | No change | 10 | $895 |
| Osaic Holdings, Inc. | 0.00% | Add +50.0% | 3 | $261 |
"% of holder's portfolio" is FORTY's weight in each manager's 13F, not the share of Formula Systems 1985-SP ADR the manager owns.