Formula (FORTY)

Currency in ILS
37,490
+100(+0.27%)
Closed·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
1,46M9,55%548,80M
Other Institutional Investors
10,24M66,76%3,84B
Public Companies & Retail Investors
3,63M23,69%1,36B
Total
15,33M100,00%5,75B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Asseco Poland S.A.25,82%3 958 1541 483 912
Clal Financial Management Ltd10,45%1 602 406600 742
Menora Mivtachim Provident Funds8,86%1 359 061509 512
Yelin Lapidot Holdings Ltd.6,78%1 038 923389 492
Phoenix Investments & Finances Ltd6,60%1 011 904379 363
Meitav Investment House Ltd4,96%760 367285 062
Harel Insurance Investments & Financial Services Ltd4,88%748 186280 495
Vanguard Capital Management, LLC2,37%363 854136 409
BlackRock, Inc.1,09%167 41862 765
Dimensional Fund Advisors LP0,93%142 11153 277

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 40352 262
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF0,61%93 17934 933
Vanguard Fiduciary Trust Company Institutional Total International Stock Market Index Trust II0,47%71 46826 793
iShares Trust - iShares Core MSCI EAFE ETF0,39%59 37622 260
Harel Mutual Funds Ltd. - Harel Htf (4A) TA 90 IL0,38%57 84621 686
DFA Investment Dimensions Group Inc. - International Core Equity 2 Portfolio0,32%49 09718 406
More Mutual Funds - MORE (4B) ISRAEL EQUITIES IL0,27%41 32215 492
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF0,24%36 77013 785
iShares Trust - iShares MSCI EAFE Small-Cap ETF0,24%36 11413 539
Old Westbury Funds, Inc. - Old Westbury Small & Mid Cap Strategies Fund0,23%34 94013 099
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