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Elbit Systems

99 hedge funds and large institutions have $812M invested in Elbit Systems in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $358M → $812M (+$455M)

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

10% more funds holding

Funds holding: 9099 (+9)

7.67% more ownership

Funds ownership: 0%7.67% (+7.7%)

13% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 32

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
99
Holders Change
+9
Holders Change %
+10%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
28
Reduced
32
Closed
12
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
$484M -$2.4M -24,062 -34%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$78.9M +$50.8M +508,965 +191%
Vanguard Group
3
Vanguard Group
Pennsylvania
$47.4M +$4.65M +46,620 +11%
Invesco
4
Invesco
Georgia
$24.7M -$2.4M -24,098 -9%
Allianz Asset Management
5
Allianz Asset Management
Germany
$20.5M -$948K -9,502 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$19.2M +$2.88M +28,900 +18%
Swiss National Bank
7
Swiss National Bank
Switzerland
$14M +$9.85M +98,676 +254%
Bank of America
8
Bank of America
North Carolina
$13.4M -$1.17M -11,742 -8%
SCCM
9
Schafer Cullen Capital Management
New York
$9.88M -$158K -1,586 -2%
CI
10
Clal Insurance
Israel
$9.34M
CCM
11
Cullen Capital Management
New York
$8.82M +$1.5M +15,000 +21%
Deutsche Bank
12
Deutsche Bank
Germany
$7.55M +$2.49M +24,977 +51%
AG
13
Aperio Group
California
$6.24M -$1.54M -15,428 -20%
TWI
14
Thomas White International
Illinois
$4.95M +$1.9M +19,010 +64%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$4.07M +$3.99M +39,941 New
SB
16
Suntrust Banks
Georgia
$3.01M -$592K -5,930 -17%
SFPIA
17
Stevens First Principles Investment Advisors
California
$2.91M -$76.3K -765 -3%
Goldman Sachs
18
Goldman Sachs
New York
$2.81M -$3.11M -31,131 -53%
AAM
19
Advisors Asset Management
Colorado
$2.45M +$786K +7,878 +48%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.33M +$60.9K +610 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.21M +$1.24M +12,387 +133%
ACM
22
Ativo Capital Management
Illinois
$2.15M -$210K -2,103 -9%
UCFA
23
United Capital Financial Advisors
Texas
$2.15M +$52.9K +530 +3%
Morgan Stanley
24
Morgan Stanley
New York
$2.06M -$113K -1,131 -5%
EARNEST Partners
25
EARNEST Partners
Georgia
$2.05M