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Elbit Systems

63 hedge funds and large institutions have $143M invested in Elbit Systems in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

0% more funds holding

Funds holding: 6363 (0)

6% less capital invested

Capital invested by funds: $151M → $143M (-$8.44M)

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
20
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
1
Allianz Asset Management
Germany
$30.5M +$369K +6,200 +1%
Invesco
2
Invesco
Georgia
$16.5M +$302K +5,070 +2%
EARNEST Partners
3
EARNEST Partners
Georgia
$11.5M +$1.17M +19,703 +12%
SFM
4
Sphera Funds Management
Israel
$8.85M
Bank of New York Mellon
5
Bank of New York Mellon
New York
$8.3M -$1.98M -33,292 -20%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.89M +$680K +11,438 +10%
SCCM
7
Schafer Cullen Capital Management
New York
$6.46M -$2.81M -47,280 -31%
CI
8
Clal Insurance
Israel
$5.57M +$5.45M +91,630 New
SCM
9
Sterling Capital Management
North Carolina
$5.25M -$152K -2,550 -3%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$3.43M
Morgan Stanley
11
Morgan Stanley
New York
$3.21M +$134K +2,258 +4%
AG
12
Aperio Group
California
$3.15M +$898K +15,094 +41%
Bank of America
13
Bank of America
North Carolina
$2.48M +$407K +6,848 +20%
Jane Street
14
Jane Street
New York
$2.37M +$1.32M +22,196 +132%
SFPIA
15
Stevens First Principles Investment Advisors
California
$2.01M -$261K -4,380 -12%
Deutsche Bank
16
Deutsche Bank
Germany
$1.73M +$618K +10,382 +57%
LP
17
LMR Partners
United Kingdom
$1.69M +$16.5K +277 New
Swiss National Bank
18
Swiss National Bank
Switzerland
$1.63M
CCM
19
Cullen Capital Management
New York
$1.54M
AQR Capital Management
20
AQR Capital Management
Connecticut
$1.49M +$1.45M +24,355 New
UBS Group
21
UBS Group
Switzerland
$1.36M +$1.33M +22,426 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$1.32M -$238K -4,001 -16%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$1.04M
B
24
Baird
Wisconsin
$973K +$953K +16,025 New
LSV Asset Management
25
LSV Asset Management
Illinois
$917K