Formula (FORTY)

Currency in ILS
32,410
-100(-0.31%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1,46M9,51%472,64M
Other Institutional Investors
10,29M67,11%3,33B
Public Companies & Retail Investors
3,58M23,38%1,16B
Total
15,33M100,00%4,97B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25,82%3 958 1541 282 838
Clal Financial Management Ltd10,76%1 649 406534 572
Menora Mivtachim Provident Funds8,86%1 359 061440 472
Yelin Lapidot Holdings Ltd.6,78%1 038 923336 715
Phoenix Investments & Finances Ltd6,60%1 011 904327 958
Meitav Investment House Ltd4,96%760 367246 435
Harel Insurance Investments & Financial Services Ltd4,88%748 186242 487
Vanguard Capital Management, LLC1,81%278 11690 137
BlackRock, Inc.1,11%170 43655 238
Dimensional Fund Advisors LP0,91%139 40745 182

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 40345 181
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0,61%93 17930 199
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0,47%71 46823 163
iShares Trust - iShares Core MSCI EAFE ETF0,39%59 14519 169
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0,38%57 84618 748
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0,32%49 09715 912
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0,27%41 32213 392
iShares Trust - iShares MSCI EAFE Small-Cap ETF0,26%39 85212 916
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0,24%36 77011 917
Old Westbury Funds, Inc. - Old Westbury Small & Mid Cap Strategies Fund0,23%34 94011 324
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