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Elbit Systems

81 hedge funds and large institutions have $985M invested in Elbit Systems in 2016 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

383% more capital invested

Capital invested by funds: $204M → $985M (+$781M)

100% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 17

31% more funds holding

Funds holding: 6281 (+19)

Holders
81
Holders Change
+19
Holders Change %
+30.65%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.08%
New
23
Increased
34
Reduced
17
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
1
Bank of New York Mellon
New York
$746M +$908K +10,576 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.9M +$1.93M +22,437 +6%
Allianz Asset Management
3
Allianz Asset Management
Germany
$30.8M -$631K -7,350 -2%
Invesco
4
Invesco
Georgia
$24.4M -$1M -11,692 -4%
EARNEST Partners
5
EARNEST Partners
Georgia
$17.1M -$263K -3,059 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$15.8M +$2.13M +24,800 +17%
UBS Group
7
UBS Group
Switzerland
$13.6M +$9.77M +113,796 +361%
Goldman Sachs
8
Goldman Sachs
New York
$9.08M +$2.05M +23,819 +33%
CI
9
Clal Insurance
Israel
$8.59M
AG
10
Aperio Group
California
$7.72M +$189K +2,201 +3%
SCCM
11
Schafer Cullen Capital Management
New York
$6.86M -$1.99M -23,135 -24%
CCM
12
Cullen Capital Management
New York
$6.13M -$112K -1,300 -2%
CS
13
Credit Suisse
Switzerland
$5.33M +$3.72M +43,280 +319%
Swiss National Bank
14
Swiss National Bank
Switzerland
$3.55M +$660K +7,684 +24%
SB
15
Suntrust Banks
Georgia
$3.25M +$2.98M +34,703 New
SFM
16
Sphera Funds Management
Israel
$3.24M +$2.96M +34,456 New
Deutsche Bank
17
Deutsche Bank
Germany
$2.85M -$24K -280 -0.9%
TRSOTSOK
18
Teachers Retirement System of the State of Kentucky
Kentucky
$2.82M +$2.58M +30,100 New
TAM
19
Todd Asset Management
Kentucky
$2.82M +$2.58M +30,100 New
SFPIA
20
Stevens First Principles Investment Advisors
California
$2.76M -$227K -2,646 -8%
M&T Bank
21
M&T Bank
New York
$2.67M +$2.44M +28,425 New
JP Morgan Chase
22
JP Morgan Chase
New York
$2.11M +$1.03M +12,047 +116%
Morgan Stanley
23
Morgan Stanley
New York
$2.02M -$699K -8,143 -27%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$1.6M +$42.5K +495 +3%
Two Sigma Investments
25
Two Sigma Investments
New York
$1.51M +$559K +6,510 +68%