Formula Systems 1985 Ltd (FORTY)

Currency in ILS
34,760
0(0.00%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.48M9.62%512.85M
Other Institutional Investors
10.24M66.75%3.56B
Public Companies & Retail Investors
3.62M23.63%1.26B
Total
15.33M100.00%5.33B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.81%3,958,1541,375,854
Clal Financial Management Ltd10.45%1,602,406556,996
Menora Mivtachim Provident Funds8.86%1,359,061472,410
Yelin Lapidot Holdings Ltd.6.78%1,038,923361,130
Phoenix Investments & Finances Ltd6.60%1,011,904351,738
Meitav Investment House Ltd4.96%760,367264,304
Harel Insurance Investments & Financial Services Ltd4.88%748,186260,069
Vanguard Capital Management, LLC2.39%367,111127,608
BlackRock, Inc.1.09%166,69957,945
Dimensional Fund Advisors LP0.92%140,71848,914

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.91%139,40348,456
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,17932,389
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.47%71,46824,842
iShares Trust - iShares Core MSCI EAFE ETF0.39%59,67720,744
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.38%57,84620,107
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09717,066
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.27%41,32214,364
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0.26%39,85613,854
Old Westbury Funds, Inc. - Old Westbury Small & Mid Cap Strategies Fund0.23%34,94012,145
iShares Trust - iShares MSCI EAFE Small-Cap ETF0.23%34,89712,130
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