Formula (FORTY)

Currency in ILS
34,690
-1,610(-4.44%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1,47M9,57%532,84M
Other Institutional Investors
10,24M66,76%3,72B
Public Companies & Retail Investors
3,63M23,66%1,32B
Total
15,33M100,00%5,57B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25,82%3 958 1541 436 810
Clal Financial Management Ltd10,45%1 602 406581 673
Menora Mivtachim Provident Funds8,86%1 359 061493 339
Yelin Lapidot Holdings Ltd.6,78%1 038 923377 129
Phoenix Investments & Finances Ltd6,60%1 011 904367 321
Meitav Investment House Ltd4,96%760 367276 013
Harel Insurance Investments & Financial Services Ltd4,88%748 186271 592
Vanguard Capital Management, LLC2,39%366 940133 199
BlackRock, Inc.1,09%166 69960 512
Dimensional Fund Advisors LP0,94%144 25552 365

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 40350 603
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0,61%93 17933 824
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0,47%71 46825 943
iShares Trust - iShares Core MSCI EAFE ETF0,39%59 67721 663
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0,38%57 84620 998
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0,32%49 09717 822
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0,27%41 32215 000
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0,26%39 85614 468
Old Westbury Funds, Inc. - Old Westbury Small & Mid Cap Strategies Fund0,23%34 94012 683
iShares Trust - iShares MSCI EAFE Small-Cap ETF0,23%34 89712 668
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