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Elbit Systems

124 hedge funds and large institutions have $656M invested in Elbit Systems in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more capital invested

Capital invested by funds: $340M → $656M (+$316M)

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

4.75% more ownership

Funds ownership: 5.89%10.64% (+4.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 21

2% less funds holding

Funds holding: 127124 (-3)

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
47
Reduced
32
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$162M +$144M +1,053,172 +1,167%
AS
2
Altshuler Shaham
Israel
$111M +$107M +783,130 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$97.4M +$834K +6,098 +0.9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$51.2M -$3.01M -22,008 -6%
AIM
5
ARK Investment Management
Florida
$49.2M +$27.6M +201,934 +142%
Invesco
6
Invesco
Georgia
$13.6M -$2.14M -15,613 -14%
SFM
7
Systematic Financial Management
New Jersey
$13.4M +$142K +1,035 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$13M +$7.49M +54,744 +153%
State Street
9
State Street
Massachusetts
$10.7M -$143K -1,043 -1%
PPA
10
Parametric Portfolio Associates
Washington
$10.6M +$1.24M +9,064 +14%
NAMA
11
Nikko Asset Management Americas
New York
$8.43M +$5.94M +43,379 +278%
BlackRock
12
BlackRock
New York
$7.63M +$7.31M +53,385 New
ARS
13
Adirondack Retirement Specialists
New York
$7.61M -$115K -842 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$7.29M -$131K -960 -2%
EMG
15
ETF Managers Group
New Jersey
$6.35M +$1.11M +8,120 +22%
HJIM
16
Henry James International Management
New York
$5.63M +$958K +7,004 +22%
Mitsubishi UFJ Asset Management
17
Mitsubishi UFJ Asset Management
Japan
$5.39M +$3.41M +24,903 +195%
PF
18
Phoenix Financial
Israel
$5.13M +$583K +4,262 +13%
Bank of America
19
Bank of America
North Carolina
$4.85M +$2.05M +14,974 +79%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$4.72M +$59.8K +437 +1%
BL
21
BFSG LLC
California
$3.52M -$17.9K -131 -0.5%
Citigroup
22
Citigroup
New York
$3.33M +$895K +6,541 +39%
Jane Street
23
Jane Street
New York
$3.33M +$2.71M +19,837 +572%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$3.17M +$143K +1,044 +5%
Goldman Sachs
25
Goldman Sachs
New York
$2.67M +$1.07M +7,804 +72%