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Elbit Systems

129 hedge funds and large institutions have $619M invested in Elbit Systems in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 126129 (+3)

0.41% more ownership

Funds ownership: 8.38%8.79% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

50% less capital invested

Capital invested by funds: $1.23B → $619M (-$614M)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
37
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$2.91M -$759K -4,813 -21%
AIM
27
ARK Investment Management
Florida
$2.88M -$271K -1,719 -9%
Morgan Stanley
28
Morgan Stanley
New York
$2.73M -$634K -4,026 -20%
FIM
29
Freedom Investment Management
Connecticut
$2.56M -$323K -2,052 -12%
Citigroup
30
Citigroup
New York
$2.55M +$1.32M +8,388 +119%
Bank of America
31
Bank of America
North Carolina
$2.45M +$964K +6,119 +70%
AAM
32
Advisors Asset Management
Colorado
$2.44M -$826K -5,241 -26%
Fisher Asset Management
33
Fisher Asset Management
Washington
$2.4M +$2.3M +14,567 New
CCMINC
34
Cardinal Capital Management Inc (North Carolina)
North Carolina
$2.27M -$1.73K -11 -0.1%
TVWM
35
Tower View Wealth Management
Wisconsin
$2.25M +$16.5K +105 +0.8%
OCM
36
Orser Capital Management
Texas
$2.25M
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.12M +$285K +1,810 +16%
Deutsche Bank
38
Deutsche Bank
Germany
$1.98M -$2.28M -14,482 -55%
FAAS
39
First Allied Advisory Services
California
$1.77M +$18.3K +116 +1%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$1.73M +$140K +889 +9%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.67M
CIM
42
Confluence Investment Management
Missouri
$1.46M -$59.6K -378 -4%
Jane Street
43
Jane Street
New York
$1.45M +$1.39M +8,807 New
US Bancorp
44
US Bancorp
Minnesota
$1.28M +$793K +5,030 +182%
Stifel Financial
45
Stifel Financial
Missouri
$1.24M +$20.6K +131 +2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$1.21M -$64.9K -412 -5%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.19M +$432K +2,743 +61%
LWM
48
Lenox Wealth Management
Ohio
$921K -$30.3K -192 -3%
MCM
49
Mitchell Capital Management
Kansas
$870K +$143K +907 +21%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$856K +$442K +2,806 +118%