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Elbit Systems

135 hedge funds and large institutions have $381M invested in Elbit Systems in 2018 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

9% more funds holding

Funds holding: 124135 (+11)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0.41% more ownership

Funds ownership: 7.55%7.96% (+0.41%)

6% less capital invested

Capital invested by funds: $406M → $381M (-$25.1M)

Holders
135
Holders Change
+11
Holders Change %
+8.87%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
43
Reduced
40
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81M +$1.66M +13,668 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$68.3M +$1.87M +15,382 +3%
AS
3
Altshuler Shaham
Israel
$41.6M +$25.2M +208,020 +133%
Invesco
4
Invesco
Georgia
$26.7M -$744K -6,130 -3%
DG
5
Delek Group
Israel
$12.5M -$6.37M -52,481 -34%
Renaissance Technologies
6
Renaissance Technologies
New York
$11.1M -$3.02M -24,935 -20%
SFM
7
Systematic Financial Management
New Jersey
$10.9M +$1.2M +9,874 +12%
CI
8
Clal Insurance
Israel
$10.3M
Swiss National Bank
9
Swiss National Bank
Switzerland
$9.76M +$206K +1,694 +2%
PPA
10
Parametric Portfolio Associates
Washington
$8.41M +$1.91M +15,783 +27%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.75M +$1.11M +9,190 +16%
SCCM
12
Schafer Cullen Capital Management
New York
$6.87M +$1.43M +11,823 +25%
AG
13
Aperio Group
California
$6.62M -$636K -5,245 -8%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.79M +$1.05M +8,673 +35%
Citigroup
15
Citigroup
New York
$3.54M +$2.52M +20,736 +205%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.47M -$30.6K -252 -0.8%
Goldman Sachs
17
Goldman Sachs
New York
$3.4M -$75K -618 -2%
AAM
18
Advisors Asset Management
Colorado
$3.06M -$603K -4,972 -16%
SFPIA
19
Stevens First Principles Investment Advisors
California
$3.02M -$48.5K -400 -1%
NAMA
20
Nikko Asset Management Americas
New York
$2.62M +$294K +2,421 +12%
UCFA
21
United Capital Financial Advisors
Texas
$2.57M -$334K -2,755 -11%
SB
22
Suntrust Banks
Georgia
$2.52M -$33K -272 -1%
MIH
23
Meitav Investment House
Israel
$2.47M +$1.04M +8,604 +12%
EMG
24
ETF Managers Group
New Jersey
$2.42M +$2.56M +21,089 New
CS
25
Credit Suisse
Switzerland
$2.32M +$480K +3,960 +24%