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Elbit Systems

48 hedge funds and large institutions have $97.5M invested in Elbit Systems in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

30% more capital invested

Capital invested by funds: $75.1M → $97.5M (+$22.4M)

17% more funds holding

Funds holding: 4148 (+7)

Holders
48
Holders Change
+7
Holders Change %
+17.07%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$32.7M +$1.29M +23,352 +5%
Invesco
2
Invesco
Georgia
$14.8M +$518K +9,404 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$7.61M -$38.6K -701 -0.6%
SCM
4
Sterling Capital Management
North Carolina
$6.15M +$4.24M +76,925 +315%
Goldman Sachs
5
Goldman Sachs
New York
$4M +$1.92M +34,773 +112%
Barclays
6
Barclays
United Kingdom
$3.53M +$3.24M +58,776 New
RFC
7
Russell Frank Company
Washington
$2.44M -$281K -5,099 -11%
JP Morgan Chase
8
JP Morgan Chase
New York
$2.28M +$1.52M +27,551 +277%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.9M +$158K +2,858 +10%
BFA
10
Beaumont Financial Advisors
Massachusetts
$1.77M +$693K +12,563 +76%
SCP
11
Seizert Capital Partners
Michigan
$1.72M +$58.2K +1,055 +4%
AG
12
Aperio Group
California
$1.4M -$766K -13,888 Closed
Swiss National Bank
13
Swiss National Bank
Switzerland
$1.27M +$9.92K +180 +0.9%
HighTower Advisors
14
HighTower Advisors
Illinois
$1.26M +$379K +6,881 +49%
RA
15
Rational Advisors
New York
$1.14M
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$1.03M +$925K +16,778 +13,211%
LSV Asset Management
17
LSV Asset Management
Illinois
$917K
Bank of America
18
Bank of America
North Carolina
$908K +$199K +3,619 +32%
PPA
19
Parametric Portfolio Associates
Washington
$822K +$746K +13,539 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$820K
RJA
21
Raymond James & Associates
Florida
$791K +$722K +13,090 New
CS
22
Credit Suisse
Switzerland
$669K +$608K +11,028 New
U
23
UBS
Switzerland
$667K -$550K -9,970 -48%
First Trust Advisors
24
First Trust Advisors
Illinois
$657K -$4.93M -89,430 -89%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$597K +$357K +6,484 +191%