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Elbit Systems

123 hedge funds and large institutions have $505M invested in Elbit Systems in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

1% more funds holding

Funds holding: 122123 (+1)

0.68% more ownership

Funds ownership: 8.76%9.44% (+0.68%)

5% less capital invested

Capital invested by funds: $530M → $505M (-$24.8M)

37% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 43

Holders
123
Holders Change
+1
Holders Change %
+0.82%
% of All Funds
2.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
27
Reduced
43
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$157M +$23.1M +174,808 +16%
AS
2
Altshuler Shaham
Israel
$86.5M +$30.1M +227,747 +47%
Vanguard Group
3
Vanguard Group
Pennsylvania
$81.7M -$963K -7,298 -1%
Invesco
4
Invesco
Georgia
$22.1M -$143K -1,083 -0.6%
SFM
5
Systematic Financial Management
New Jersey
$11.1M -$341K -2,580 -3%
CI
6
Clal Insurance
Israel
$10.9M
AIM
7
ARK Investment Management
Florida
$8.41M +$4.43M +33,582 +92%
MIH
8
Meitav Investment House
Israel
$8.37M -$651K -4,930 -7%
AG
9
Aperio Group
California
$7.15M -$582K -4,410 -7%
PPA
10
Parametric Portfolio Associates
Washington
$6.94M -$3.8M -28,778 -33%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.32M +$611K +4,632 +10%
SCCM
12
Schafer Cullen Capital Management
New York
$5.74M -$1.14M -8,648 -15%
State Street
13
State Street
Massachusetts
$5.21M -$28.6K -217 -0.5%
Fisher Asset Management
14
Fisher Asset Management
Washington
$4.6M
Geode Capital Management
15
Geode Capital Management
Massachusetts
$4.11M +$36.3K +275 +0.8%
HJIM
16
Henry James International Management
New York
$3.89M -$21K -159 -0.5%
Goldman Sachs
17
Goldman Sachs
New York
$3.35M -$490K -3,716 -12%
JP Morgan Chase
18
JP Morgan Chase
New York
$3.19M -$1.27M -9,629 -26%
EMG
19
ETF Managers Group
New Jersey
$2.99M +$460K +3,484 +16%
BL
20
BFSG LLC
California
$2.96M +$18.2K +138 +0.6%
ROC
21
Running Oak Capital
Minnesota
$2.8M +$3.07M +23,297 New
Citigroup
22
Citigroup
New York
$2.77M +$515K +3,904 +21%
MGWM
23
Marks Group Wealth Management
Minnesota
$2.72M +$2.99M +22,623 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$2.31M +$318K +2,410 +14%
EGA
25
Eagle Global Advisors
Texas
$2.24M -$158K -1,200 -6%