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Elbit Systems

127 hedge funds and large institutions have $440M invested in Elbit Systems in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 40 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $381M → $440M (+$59M)

8% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 40

0.02% more ownership

Funds ownership: 7.96%7.98% (+0.02%)

6% less funds holding

Funds holding: 135127 (-8)

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
127
Holders Change
-8
Holders Change %
-5.93%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
43
Reduced
40
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$91.7M +$95.1K +747 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78M +$738K +5,794 +1%
AS
3
Altshuler Shaham
Israel
$46.8M -$281K -2,208 -0.6%
Invesco
4
Invesco
Georgia
$29.9M -$366K -2,877 -1%
DG
5
Delek Group
Israel
$12.9M -$203K -1,593 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$12.7M +$191K +1,500 +2%
SFM
7
Systematic Financial Management
New Jersey
$12.7M +$342K +2,682 +3%
CI
8
Clal Insurance
Israel
$11.6M
Swiss National Bank
9
Swiss National Bank
Switzerland
$11.1M +$65.7K +516 +0.6%
PPA
10
Parametric Portfolio Associates
Washington
$9.54M +$25.9K +203 +0.3%
MIH
11
Meitav Investment House
Israel
$9.13M -$1.31M -10,295 -13%
SCCM
12
Schafer Cullen Capital Management
New York
$8.61M +$867K +6,805 +11%
AG
13
Aperio Group
California
$7.28M -$212K -1,667 -3%
Goldman Sachs
14
Goldman Sachs
New York
$6.29M +$2.41M +18,914 +63%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$6.1M -$2.65M -20,774 -31%
HJIM
16
Henry James International Management
New York
$4.75M +$2.53M +19,885 +117%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$4.16M -$126K -988 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.97M +$45.8K +360 +1%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.5M +$1.86M +14,579 +116%
SFPIA
20
Stevens First Principles Investment Advisors
California
$3.25M -$167K -1,315 -5%
CS
21
Credit Suisse
Switzerland
$3.15M +$518K +4,065 +20%
NAMA
22
Nikko Asset Management Americas
New York
$2.94M -$32.5K -255 -1%
SB
23
Suntrust Banks
Georgia
$2.86M +$7.39K +58 +0.3%
AAM
24
Advisors Asset Management
Colorado
$2.84M -$611K -4,796 -18%
UCFA
25
United Capital Financial Advisors
Texas
$2.67M -$237K -1,860 -8%