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Elbit Systems

125 hedge funds and large institutions have $589M invested in Elbit Systems in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.02% more ownership

Funds ownership: 10.32%10.34% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 126125 (-1)

14% less capital invested

Capital invested by funds: $684M → $589M (-$95.1M)

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
46
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.52M -$479K -3,269 -14%
EGA
27
Eagle Global Advisors
Texas
$2.43M
AIM
28
ARK Investment Management
Florida
$2.37M +$316K +2,157 +13%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$2.26M -$4.04M -27,564 -61%
UCFA
30
United Capital Financial Advisors
Texas
$2.1M -$132K -902 -5%
Dimensional Fund Advisors
31
Dimensional Fund Advisors
Texas
$1.92M +$651K +4,443 +42%
TVWM
32
Tower View Wealth Management
Wisconsin
$1.85M +$108K +739 +5%
State Street
33
State Street
Massachusetts
$1.81M +$1.61M +11,028 +353%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$1.77M +$1.56M +10,669 +330%
Bank of America
35
Bank of America
North Carolina
$1.72M -$875K -5,975 -31%
CCMINC
36
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.67M -$65.9K -450 -3%
NAMA
37
Nikko Asset Management Americas
New York
$1.66M -$609K -4,162 -24%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.6M -$13.3K -91 -0.7%
OCM
39
Orser Capital Management
Texas
$1.47M +$1.69M +11,540 New
Citigroup
40
Citigroup
New York
$1.39M -$906K -6,190 -37%
FAAS
41
First Allied Advisory Services
California
$1.38M +$439 +3 +0%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.28M -$4.83K -33 -0.3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$1.26M +$724K +4,944 +100%
AAM
44
Advisors Asset Management
Colorado
$1.14M -$321K -2,195 -20%
Deutsche Bank
45
Deutsche Bank
Germany
$1.13M -$403K -2,755 -24%
Stifel Financial
46
Stifel Financial
Missouri
$1.09M +$193K +1,317 +18%
Citadel Advisors
47
Citadel Advisors
Florida
$1.08M +$1.23M +8,429 New
CIM
48
Confluence Investment Management
Missouri
$1.06M -$127K -869 -9%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.06M +$1.19M +8,114 New
US Bancorp
50
US Bancorp
Minnesota
$1.01M +$32.4K +221 +3%