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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
MIFH
51
Migdal Insurance & Financial Holdings
Israel
$894K
AllianceBernstein
52
AllianceBernstein
Tennessee
$882K -$31.3K -214 -3%
BC
53
Brinker Capital
Pennsylvania
$796K +$170K +1,162 +23%
MCM
54
Mitchell Capital Management
Kansas
$739K +$83.9K +573 +11%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$719K +$29K +198 +4%
LWM
56
Lenox Wealth Management
Ohio
$654K -$13.8K -94 -2%
EARNEST Partners
57
EARNEST Partners
Georgia
$615K
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$593K -$377K -2,577 -35%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$502K -$131K -895 -19%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$497K +$558K +3,813 New
RJA
61
Raymond James & Associates
Florida
$462K -$105K -716 -17%
GIA
62
GHP Investment Advisors
Colorado
$400K
PNC
63
Park National Corp
Ohio
$383K
BHB
64
Bank Hapoalim BM
Israel
$372K +$426K +2,911 New
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$369K +$82.3K +562 +24%
LPL Financial
66
LPL Financial
California
$350K -$8.79K -60 -2%
VPIM
67
Vanguard Personalized Indexing Management
California
$346K +$397K +2,708 New
Barclays
68
Barclays
United Kingdom
$325K +$50.2K +343 +16%
Osaic Holdings
69
Osaic Holdings
Arizona
$308K +$355K +2,422 New
CAAS
70
Capital Asset Advisory Services
Michigan
$290K +$12.9K +88 +4%
FFWA
71
FRG Family Wealth Advisors
Washington
$285K -$73.2K -500 -18%
CS
72
Credit Suisse
Switzerland
$279K +$97.1K +663 +44%
Comerica Bank
73
Comerica Bank
Texas
$276K +$293 +2 +0.1%
Mitsubishi UFJ Asset Management
74
Mitsubishi UFJ Asset Management
Japan
$271K +$83.5K +570 +37%
MIM
75
MetLife Investment Management
New Jersey
$236K