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Elbit Systems

117 hedge funds and large institutions have $687M invested in Elbit Systems in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 31 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

55% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 31

1.35% more ownership

Funds ownership: 10.64%11.99% (+1.4%)

5% more capital invested

Capital invested by funds: $656M → $687M (+$30.5M)

6% less funds holding

Funds holding: 124117 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
117
Holders Change
-7
Holders Change %
-5.65%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
48
Reduced
31
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
26
BFSG LLC
California
$3.2M
Citigroup
27
Citigroup
New York
$2.99M -$55.8K -411 -2%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$2.9M +$21.9K +161 +0.7%
Morgan Stanley
29
Morgan Stanley
New York
$2.68M +$394K +2,899 +16%
EGA
30
Eagle Global Advisors
Texas
$2.4M +$122K +900 +5%
Bank of America
31
Bank of America
North Carolina
$2.32M -$2.17M -15,996 -47%
CS
32
Credit Suisse
Switzerland
$2M +$1.79M +13,208 +600%
UBS Group
33
UBS Group
Switzerland
$1.96M +$992K +7,303 +94%
E
34
Ergoteles
New York
$1.9M +$1.99M +14,667 New
RJA
35
Raymond James & Associates
Florida
$1.65M -$36.8K -271 -2%
CCMINC
36
Cardinal Capital Management Inc (North Carolina)
North Carolina
$1.65M +$11.8K +87 +0.7%
Public Sector Pension Investment Board (PSP Investments)
37
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.61M
LAI
38
Legal Advantage Investments
California
$1.49M +$272 +2 +0%
Deutsche Bank
39
Deutsche Bank
Germany
$1.42M +$185K +1,358 +14%
FIM
40
Freedom Investment Management
Connecticut
$1.32M -$933K -6,868 -40%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.31M -$9.38K -69 -0.7%
Wells Fargo
42
Wells Fargo
California
$1.28M +$1.2M +8,814 +805%
VanEck Associates
43
VanEck Associates
New York
$1.26M +$1.32M +9,724 New
Baird Financial Group
44
Baird Financial Group
Wisconsin
$1.25M +$42.1K +310 +3%
TD Asset Management
45
TD Asset Management
Ontario, Canada
$1.03M +$52.9K +389 +5%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$983K +$172K +1,266 +20%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$914K -$42K -309 -4%
BCI
48
Brinker Capital Investments
Pennsylvania
$914K +$73.6K +542 +8%
MIFH
49
Migdal Insurance & Financial Holdings
Israel
$908K
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$896K +$5.98K +44 +0.6%