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Elbit Systems

62 hedge funds and large institutions have $204M invested in Elbit Systems in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $200M → $204M (+$4.17M)

5% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 22

2% less funds holding

Funds holding: 6362 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.63%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
21
Reduced
22
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$918K +$103K +1,248 +14%
FAAS
27
First Allied Advisory Services
California
$899K +$56.1K +677 +7%
LSV Asset Management
28
LSV Asset Management
Illinois
$856K -$389K -4,700 -33%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$845K +$768K +9,270 +3,090%
Two Sigma Investments
30
Two Sigma Investments
New York
$843K +$542K +6,538 +217%
Bank of America
31
Bank of America
North Carolina
$816K -$776K -9,363 -50%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$798K +$750K +9,054 New
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$663K -$87.9K -1,061 -12%
FIM
34
Freedom Investment Management
Connecticut
$662K -$2.83M -34,151 -82%
RAM
35
Redmond Asset Management
Virginia
$618K -$157K -1,900 -21%
EGA
36
Eagle Global Advisors
Texas
$574K
PPA
37
Parametric Portfolio Associates
Washington
$522K -$31K -374 -6%
AAM
38
Advisors Asset Management
Colorado
$514K +$380K +4,589 +373%
MWAC
39
Mariner Wealth Advisors (Cincinnati)
Ohio
$506K +$475K +5,730 New
EDRH
40
Edmond de Rothschild Holding
Switzerland
$423K +$26.7K +322 +7%
CC
41
Cannell & Co
New York
$397K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$379K +$356K +4,300 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$313K +$198K +2,385 +206%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$274K +$257K +3,100 New
PNC
45
Park National Corp
Ohio
$265K
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$251K +$235K +2,841 New
Millennium Management
47
Millennium Management
New York
$238K -$16.6K -200 -7%
RFC
48
Russell Frank Company
Washington
$178K -$217K -2,614 -56%
Citigroup
49
Citigroup
New York
$117K +$108K +1,301 +4,819%
PCM
50
Penserra Capital Management
California
$94K +$87.8K +1,060 New