FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value (FORTY)

CUSIP: 346414105

Q4 2021 13F Holders as of 31 Dec 2021

Security type / class
Equity / American Depositary Shares, each representing one Ordinary Share, NIS 1 par value
Total 13F shares
39,793
Total 13F value
$4,912,000
Holder snapshot 6 signals
Share change
+14,820
SEC-reported price per share
$123.97
Number of holders
15
Value change
+$1,908,303
Number of buys
11
Number of sells
2
Security identity Names, identifiers, and filing context for this profile. 1 source field
Shares outstanding
15,324,267

Security key

346414105

Report period

Q4 2021

Institutions

15

Top holders

10

FORTY full security history Ownership snapshot Full 13F holder table Newer quarter: Q1 2022 Previous quarter: Q3 2021 FORMULA SYSTEMS (1985) LTD SEC filings FORMULA SYSTEMS (1985) LTD company facts FORMULA SYSTEMS (1985) LTD 13D/G history

Broader feeds

Latest 13F filings Latest 13D/G filings Investors directory

Ownership snapshot

Top reported holders of FORTY - FORMULA SYSTEMS (1985) LTD - American Depositary Shares, each representing one Ordinary Share, NIS 1 par value (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
GHP Investment Advisors, ...
Disclosed value leader
GHP Investment Advisors, ...
Comparable rows
12/12
Latest evidence
30 Sep 2021
13F Lead comparable stake: 0.05% Showing 1-6 of 12 holder rows.

Quick read

GHP Investment Advisors, Inc. leads the comparable SEC ownership view at 0.05%.

12 of 12 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens GHP Investment Advisors, Inc.'s linked filing trail.
Comparable ownership Top 5
GHP Investment Advisors, Inc. 0.05%
TFG Advisers LLC 0.04%
CITADEL ADVISORS LLC 0.02%
MORGAN STANLEY 0.01%
ELEVATION POINT WEALTH PARTNERS, LLC 0.01%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-6 of 12 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
GHP Investment Advisors, Inc.
13F
Company
13F
0.05%
$683,000
6,961 shares
 — 30 Sep 2021
TFG Advisers LLC
13F
Company
13F
0.04%
$600,000
6,122 shares
 — 30 Sep 2021
CITADEL ADVISORS LLC
13F
Company
13F
0.02%
$310,000
3,149 shares
 — 30 Sep 2021
MORGAN STANLEY
13F
Company
13F
0.01%
$206,000
2,101 shares
 — 30 Sep 2021
ELEVATION POINT WEALTH PARTNERS, LLC
13F
Company
13F
0.01%
$202,000
2,055 shares
 — 30 Sep 2021
FMR LLC
13F
Company
13F
0.01%
$184,000
1,873 shares
 — 30 Sep 2021
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q4 2021

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
15
Shares
39,793
Rows available
15
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q4 2021 vs Q3 2021 Across Filers

Q3 2021 holders
12
Q4 2021 holders
15
Holder diff
3
Investor Q3 2021 Shares Q4 2021 Shares Share Diff Share Chg % Q3 2021 value Q4 2021 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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