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Elbit Systems

89 hedge funds and large institutions have $231M invested in Elbit Systems in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

10% more funds holding

Funds holding: 8189 (+8)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

77% less capital invested

Capital invested by funds: $985M → $231M (-$754M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
89
Holders Change
+8
Holders Change %
+9.88%
% of All Funds
2.38%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
28
Reduced
29
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$37.4M +$675K +7,093 +2%
Allianz Asset Management
2
Allianz Asset Management
Germany
$28.5M -$2.37M -24,848 -7%
Invesco
3
Invesco
Georgia
$26.5M +$2.98M +31,318 +12%
EARNEST Partners
4
EARNEST Partners
Georgia
$15.1M -$1.51M -15,874 -9%
Renaissance Technologies
5
Renaissance Technologies
New York
$14.3M -$1.09M -11,500 -7%
CI
6
Clal Insurance
Israel
$8.33M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.25M +$40.7K +428 +0.5%
AG
8
Aperio Group
California
$7.21M -$291K -3,052 -4%
SCCM
9
Schafer Cullen Capital Management
New York
$7.01M +$448K +4,705 +6%
CCM
10
Cullen Capital Management
New York
$6.99M +$1.16M +12,200 +19%
Goldman Sachs
11
Goldman Sachs
New York
$5.9M -$3.04M -31,946 -33%
UBS Group
12
UBS Group
Switzerland
$4.1M -$9.54M -100,204 -69%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$3.79M +$3.08M +32,400 +348%
Swiss National Bank
14
Swiss National Bank
Switzerland
$3.6M +$67.3K +707 +2%
SB
15
Suntrust Banks
Georgia
$3.39M +$251K +2,632 +8%
Deutsche Bank
16
Deutsche Bank
Germany
$3.16M +$417K +4,380 +14%
TWI
17
Thomas White International
Illinois
$2.84M +$2.98M +31,259 New
SFPIA
18
Stevens First Principles Investment Advisors
California
$2.67M -$1.43K -15 -0.1%
CS
19
Credit Suisse
Switzerland
$2.61M -$2.68M -28,190 -50%
M&T Bank
20
M&T Bank
New York
$2.44M -$150K -1,573 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$2.14M +$1.88M +19,761 +522%
ACM
22
Ativo Capital Management
Illinois
$2.12M +$2.22M +23,324 New
Morgan Stanley
23
Morgan Stanley
New York
$1.86M -$97.8K -1,027 -5%
UCFA
24
United Capital Financial Advisors
Texas
$1.77M +$1.85M +19,416 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.62M +$31.3K +329 +2%