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Elbit Systems

129 hedge funds and large institutions have $619M invested in Elbit Systems in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

2% more funds holding

Funds holding: 126129 (+3)

0.41% more ownership

Funds ownership: 8.38%8.79% (+0.41%)

3% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 38

50% less capital invested

Capital invested by funds: $1.23B → $619M (-$614M)

Holders
129
Holders Change
+3
Holders Change %
+2.38%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
37
Reduced
38
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$184M +$20.4M +129,202 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$1.47M +9,324 +2%
AS
3
Altshuler Shaham
Israel
$64.9M +$8.97M +56,903 +17%
Invesco
4
Invesco
Georgia
$33.8M -$418K -2,650 -1%
SFM
5
Systematic Financial Management
New Jersey
$15.6M -$197K -1,249 -1%
CI
6
Clal Insurance
Israel
$14.9M
MIH
7
Meitav Investment House
Israel
$13.2M +$492K +3,119 +4%
PPA
8
Parametric Portfolio Associates
Washington
$13M +$733K +4,649 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$13M -$3.58M -22,700 -22%
PF
10
Phoenix Financial
Israel
$12.9M +$12.9M +81,803 New
SCCM
11
Schafer Cullen Capital Management
New York
$9.96M -$958K -6,076 -9%
AG
12
Aperio Group
California
$8.64M -$63.5K -403 -0.8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.04M +$320K +2,032 +4%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$7.83M +$2.04M +12,957 +38%
Goldman Sachs
15
Goldman Sachs
New York
$7.22M -$1.12M -7,088 -14%
JP Morgan Chase
16
JP Morgan Chase
New York
$6.39M +$2.28M +14,470 +60%
HJIM
17
Henry James International Management
New York
$6.29M +$260K +1,650 +5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$5.38M -$21.4K -136 -0.4%
UBS Group
19
UBS Group
Switzerland
$5.08M +$3.66M +23,244 +307%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.67M -$242K -1,533 -5%
BL
21
BFSG LLC
California
$4.05M +$3.94M +25,026 New
EMG
22
ETF Managers Group
New Jersey
$4.01M +$240K +1,522 +7%
SB
23
Suntrust Banks
Georgia
$3.5M -$35.5K -225 -1%
NAMA
24
Nikko Asset Management Americas
New York
$3.28M -$342K -2,168 -10%
EGA
25
Eagle Global Advisors
Texas
$3.13M +$236K +1,500 +9%