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Elbit Systems

90 hedge funds and large institutions have $358M invested in Elbit Systems in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more capital invested

Capital invested by funds: $231M → $358M (+$126M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 8990 (+1)

36% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 39

Holders
90
Holders Change
+1
Holders Change %
+1.12%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
25
Reduced
39
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LP
1
LMR Partners
United Kingdom
$94.1M +$959K +9,852 New
Vanguard Group
2
Vanguard Group
Pennsylvania
$40.1M +$676K +6,949 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$25.6M +$21.9M +225,199 +540%
Invesco
4
Invesco
Georgia
$25.5M -$2.45M -25,226 -9%
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.2M -$10M -102,900 -33%
Renaissance Technologies
6
Renaissance Technologies
New York
$15.3M +$253K +2,600 +2%
Bank of America
7
Bank of America
North Carolina
$13.7M +$12.6M +129,789 +972%
UBS Group
8
UBS Group
Switzerland
$12.7M +$8.5M +87,417 +194%
SCCM
9
Schafer Cullen Capital Management
New York
$9.48M +$2.11M +21,652 +28%
CS
10
Credit Suisse
Switzerland
$8.79M +$6.13M +63,034 +220%
CI
11
Clal Insurance
Israel
$8.78M
AG
12
Aperio Group
California
$7.35M -$252K -2,595 -3%
CCM
13
Cullen Capital Management
New York
$6.89M -$511K -5,255 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.88M -$772K -7,939 -10%
Goldman Sachs
15
Goldman Sachs
New York
$5.63M -$600K -6,172 -10%
Deutsche Bank
16
Deutsche Bank
Germany
$4.71M +$1.4M +14,360 +41%
Swiss National Bank
17
Swiss National Bank
Switzerland
$3.69M -$101K -1,038 -3%
SB
18
Suntrust Banks
Georgia
$3.4M -$175K -1,803 -5%
TWI
19
Thomas White International
Illinois
$2.84M -$161K -1,659 -5%
SFPIA
20
Stevens First Principles Investment Advisors
California
$2.81M -$9.24K -95 -0.3%
ACM
21
Ativo Capital Management
Illinois
$2.23M -$7.49K -77 -0.3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.13M -$130K -1,337 -6%
Morgan Stanley
23
Morgan Stanley
New York
$2.04M +$82.7K +850 +4%
UCFA
24
United Capital Financial Advisors
Texas
$1.97M +$112K +1,151 +6%
EARNEST Partners
25
EARNEST Partners
Georgia
$1.93M -$14.2M -146,169 -88%