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Elbit Systems

63 hedge funds and large institutions have $151M invested in Elbit Systems in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $124M → $151M (+$27.4M)

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

11% more funds holding

Funds holding: 5763 (+6)

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
23
Reduced
19
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
$30.8M -$280K -4,600 -0.9%
Invesco
2
Invesco
Georgia
$16.5M +$683K +11,205 +4%
Bank of New York Mellon
3
Bank of New York Mellon
New York
$10.6M -$838K -13,740 -7%
EARNEST Partners
4
EARNEST Partners
Georgia
$10.5M +$10.3M +168,989 New
SCCM
5
Schafer Cullen Capital Management
New York
$9.47M -$35.4K -580 -0.4%
SFM
6
Sphera Funds Management
Israel
$8.97M +$8.83M +144,759 New
EAM
7
Eagle Asset Management
Florida
$8.11M -$601K -9,865 -7%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.36M +$567K +9,300 +9%
SCM
9
Sterling Capital Management
North Carolina
$5.53M +$558K +9,155 +11%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$3.48M
Morgan Stanley
11
Morgan Stanley
New York
$3.14M +$1.15M +18,934 +60%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$3.12M +$3.07M +50,319 New
Barclays
13
Barclays
United Kingdom
$3.1M -$13.2K -217 -0.4%
SFPIA
14
Stevens First Principles Investment Advisors
California
$2.33M +$579K +9,490 +34%
AG
15
Aperio Group
California
$2.28M +$211K +3,464 +10%
Bank of America
16
Bank of America
North Carolina
$2.11M +$442K +7,242 +27%
Goldman Sachs
17
Goldman Sachs
New York
$1.79M +$855K +14,022 +95%
Swiss National Bank
18
Swiss National Bank
Switzerland
$1.64M
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$1.6M -$207K -3,398 -12%
CCM
20
Cullen Capital Management
New York
$1.56M
U
21
UBS
Switzerland
$1.21M +$612K +10,038 +106%
Deutsche Bank
22
Deutsche Bank
Germany
$1.12M -$227K -3,728 -17%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.06M -$6.1K -100 -0.6%
Jane Street
24
Jane Street
New York
$1.04M +$538K +8,821 +110%
HNB
25
Huntington National Bank
Ohio
$1M -$171K -2,800 -15%