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Elbit Systems

125 hedge funds and large institutions have $589M invested in Elbit Systems in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 38

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.02% more ownership

Funds ownership: 10.32%10.34% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 126125 (-1)

14% less capital invested

Capital invested by funds: $684M → $589M (-$95.1M)

Holders
125
Holders Change
-1
Holders Change %
-0.79%
% of All Funds
2.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
46
Reduced
38
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AS
1
Altshuler Shaham
Israel
$156M -$21.6M -147,472 -11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$137M +$3.34M +22,794 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.7M +$7.54M +51,472 +8%
Invesco
4
Invesco
Georgia
$21.6M -$2.5M -17,081 -9%
SFM
5
Systematic Financial Management
New Jersey
$12.8M -$136K -930 -0.9%
CI
6
Clal Insurance
Israel
$11.5M +$11.2M +76,274 +545%
PPA
7
Parametric Portfolio Associates
Washington
$11.2M +$799K +5,454 +7%
PF
8
Phoenix Financial
Israel
$10.6M +$3.78M +25,829 +44%
MIH
9
Meitav Investment House
Israel
$10.6M +$11.9M +81,387 New
SCCM
10
Schafer Cullen Capital Management
New York
$8.55M +$1.28M +8,771 +15%
AG
11
Aperio Group
California
$7.72M +$742K +5,070 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$5.92M +$2.17M +14,819 +47%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$5.54M -$448K -3,058 -7%
Renaissance Technologies
14
Renaissance Technologies
New York
$5.41M -$1.2M -8,200 -16%
Fisher Asset Management
15
Fisher Asset Management
Washington
$4.88M +$2.07M +14,112 +58%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.33M +$152K +1,037 +3%
HJIM
17
Henry James International Management
New York
$4.15M -$11.4K -78 -0.2%
Morgan Stanley
18
Morgan Stanley
New York
$4.12M +$1.14M +7,797 +32%
UBS Group
19
UBS Group
Switzerland
$3.96M +$3.7M +25,239 +437%
Goldman Sachs
20
Goldman Sachs
New York
$3.87M -$2.77M -18,924 -38%
EMG
21
ETF Managers Group
New Jersey
$3.73M +$314K +2,146 +8%
Jane Street
22
Jane Street
New York
$3.38M +$1.36M +9,277 +54%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.36M -$278K -1,901 -7%
BL
24
BFSG LLC
California
$3.06M -$130K -890 -4%
FIM
25
Freedom Investment Management
Connecticut
$2.77M +$400K +2,730 +18%