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Elbit Systems

146 hedge funds and large institutions have $1.41B invested in Elbit Systems in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $1.09B → $1.41B (+$318M)

20% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 44

2.78% more ownership

Funds ownership: 11.23%14.01% (+2.8%)

2% more funds holding

Funds holding: 143146 (+3)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
20
Increased
53
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$468M +$49.1M +234,434 +13%
AS
2
Altshuler Shaham
Israel
$259M +$237M +1,132,512 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$170M +$2.69M +12,829 +2%
MIH
4
Meitav Investment House
Israel
$47.5M +$995K +4,751 +2%
Invesco
5
Invesco
Georgia
$45.7M +$3.55M +16,980 +9%
AIM
6
ARK Investment Management
Florida
$38.4M -$6.21M -29,686 -14%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$34.4M -$2.12M -10,133 -6%
Morgan Stanley
8
Morgan Stanley
New York
$31.1M +$21.7M +103,815 +327%
JP Morgan Chase
9
JP Morgan Chase
New York
$29M -$5.25M -25,087 -17%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$23M -$2.67M -12,730 -11%
State Street
11
State Street
Massachusetts
$22.6M -$167K -799 -0.8%
SFM
12
Systematic Financial Management
New Jersey
$20.8M +$476K +2,274 +3%
PF
13
Phoenix Financial
Israel
$17M -$663K -3,169 -4%
NAMA
14
Nikko Asset Management Americas
New York
$16.6M -$1.97M -9,423 -11%
BlackRock
15
BlackRock
New York
$14.1M +$303K +1,446 +2%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.6M +$150K +717 +1%
First Trust Advisors
17
First Trust Advisors
Illinois
$8.28M +$2.74M +13,083 +56%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.91M -$85.8K -410 -1%
Goldman Sachs
19
Goldman Sachs
New York
$7.42M +$260K +1,241 +4%
UBS Group
20
UBS Group
Switzerland
$6.9M +$5.7M +27,245 +957%
HJIM
21
Henry James International Management
New York
$6.72M -$691K -3,302 -10%
ARS
22
Adirondack Retirement Specialists
New York
$6.13M +$235K +1,121 +4%
BL
23
BFSG LLC
California
$5.62M -$15.5K -74 -0.3%
EMG
24
ETF Managers Group
New Jersey
$5.05M -$1.26M -6,029 -21%
Mitsubishi UFJ Asset Management
25
Mitsubishi UFJ Asset Management
Japan
$4.71M -$4.28M -20,436 -50%