Formula Systems 1985 Ltd (FORTY)

Currency in ILS
36,150
-1,310(-3.50%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1.48M9.66%558.05M
Other Institutional Investors
10.24M66.75%3.86B
Public Companies & Retail Investors
3.62M23.59%1.36B
Total
15.33M100.00%5.78B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25.81%3,958,1541,491,037
Clal Financial Management Ltd10.45%1,602,406603,626
Menora Mivtachim Provident Funds8.86%1,359,061511,958
Yelin Lapidot Holdings Ltd.6.78%1,038,923391,362
Phoenix Investments & Finances Ltd6.60%1,011,904381,184
Meitav Investment House Ltd4.96%760,367286,430
Harel Insurance Investments & Financial Services Ltd4.88%748,186281,842
Vanguard Capital Management, LLC2.37%363,171136,807
BlackRock, Inc.1.10%168,93463,637
Dimensional Fund Advisors LP0.98%150,65856,753

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Vanguard STAR Funds - Vanguard Total International Stock ETF0.92%140,54352,943
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0.61%93,00835,036
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0.47%71,46826,922
iShares Trust - iShares Core MSCI EAFE ETF0.39%60,47522,781
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0.38%57,84621,791
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0.32%49,09718,495
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0.27%41,32215,566
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0.23%35,35113,317
iShares Trust - iShares MSCI EAFE Small-Cap ETF0.23%34,75913,094
Yelin Lapidot Mutual Funds - YALIN LAPIDOT (4B) MENAYATIT IL0.22%34,50012,996
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