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Elbit Systems

99 hedge funds and large institutions have $812M invested in Elbit Systems in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $358M → $812M (+$455M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

10% more funds holding

Funds holding: 9099 (+9)

7.67% more ownership

Funds ownership: 0%7.67% (+7.7%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
28
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$2M +$184K +1,849 +10%
PPA
27
Parametric Portfolio Associates
Washington
$1.68M +$1.17M +11,709 +246%
CS
28
Credit Suisse
Switzerland
$1.64M -$7.55M -75,624 -82%
FIM
29
Freedom Investment Management
Connecticut
$1.4M +$429K +4,300 +46%
VIA
30
Vident Investment Advisory
Georgia
$1.37M +$303K +3,039 +29%
RJA
31
Raymond James & Associates
Florida
$1.36M +$77.3K +775 +6%
CCMINC
32
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.32M -$68.9K -691 -5%
Credit Agricole
33
Credit Agricole
France
$1.13M +$1.06M +10,619 +2,090%
RFC
34
Regions Financial Corp
Alabama
$1.03M +$338K +3,390 +50%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.02M +$8.98K +90 +0.9%
Stifel Financial
36
Stifel Financial
Missouri
$1M -$203K -2,034 -17%
FAAS
37
First Allied Advisory Services
California
$1M -$17.4K -174 -2%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$1M -$60.4K -605 -6%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$965K -$96.5K -967 -9%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$962K +$942K +9,437 New
SAMC
41
Spectrum Asset Management (California)
California
$861K +$843K +8,450 New
LPL Financial
42
LPL Financial
California
$819K +$248K +2,490 +45%
RAM
43
Redmond Asset Management
Virginia
$713K
AllianceBernstein
44
AllianceBernstein
Tennessee
$690K +$675K +6,769 New
EGA
45
Eagle Global Advisors
Texas
$662K
M&T Bank
46
M&T Bank
New York
$641K -$448K -4,493 -42%
LSV Asset Management
47
LSV Asset Management
Illinois
$630K -$349K -3,500 -36%
Citigroup
48
Citigroup
New York
$621K +$611K +6,124 +87,486%
WCA
49
Waratah Capital Advisors
Ontario, Canada
$607K +$595K +5,962 New
BTS
50
BB&T Securities
Virginia
$599K