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Elbit Systems

124 hedge funds and large institutions have $656M invested in Elbit Systems in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $340M → $656M (+$316M)

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

4.75% more ownership

Funds ownership: 5.89%10.64% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
47
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$2.54M -$2.16M -15,790 -47%
EGA
27
Eagle Global Advisors
Texas
$2.52M -$95.8K -700 -4%
FIM
28
Freedom Investment Management
Connecticut
$2.44M +$168K +1,227 +8%
RJA
29
Raymond James & Associates
Florida
$1.84M +$1.34M +9,811 +309%
CCMINC
30
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.8M +$12.6K +92 +0.7%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.76M -$94K -687 -5%
LAI
32
Legal Advantage Investments
California
$1.64M +$39.3K +287 +3%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$1.45M -$10.4K -76 -0.7%
Deutsche Bank
34
Deutsche Bank
Germany
$1.37M -$113K -829 -8%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.33M -$82.1K -600 -6%
MCM
36
Mitchell Capital Management
Kansas
$1.12M +$219K +1,604 +26%
UBS Group
37
UBS Group
Switzerland
$1.11M +$349K +2,552 +49%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.07M -$34.5K -252 -3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$1.05M +$33.1K +242 +3%
TD Asset Management
40
TD Asset Management
Ontario, Canada
$1.05M +$123K +900 +14%
AllianceBernstein
41
AllianceBernstein
Tennessee
$1.04M -$40.6K -297 -4%
MIFH
42
Migdal Insurance & Financial Holdings
Israel
$1M
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$996K -$2.33K -17 -0.2%
KAS
44
Kestra Advisory Services
Texas
$953K -$99.8K -729 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
45
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$941K +$14.6K +107 +2%
BCI
46
Brinker Capital Investments
Pennsylvania
$930K +$890K +6,501 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$901K -$1.01M -7,366 -54%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$744K +$719K +5,258 New
Barclays
49
Barclays
United Kingdom
$726K +$211K +1,540 +44%
Janus Henderson Group
50
Janus Henderson Group
United Kingdom
$712K +$687K +5,021 New