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Elbit Systems

138 hedge funds and large institutions have $1.6B invested in Elbit Systems in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more capital invested

Capital invested by funds: $1.41B → $1.6B (+$187M)

4.86% more ownership

Funds ownership: 14.01%18.87% (+4.9%)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

5% less funds holding

Funds holding: 146138 (-8)

32% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 25

Holders
138
Holders Change
-8
Holders Change %
-5.48%
% of All Funds
2.38%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
17
Increased
51
Reduced
47
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
1
1832 Asset Management
Ontario, Canada
$426M +$484M +2,238,600 New
CI
2
Clal Insurance
Israel
$400M +$9.06M +41,957 +2%
AS
3
Altshuler Shaham
Israel
$207M -$18.4M -85,044 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M +$5.44M +25,195 +3%
MIH
5
Meitav Investment House
Israel
$39.3M -$609K -2,818 -1%
Invesco
6
Invesco
Georgia
$36.8M -$1.27M -5,885 -3%
JP Morgan Chase
7
JP Morgan Chase
New York
$34.7M +$12.1M +56,044 +44%
AIM
8
ARK Investment Management
Florida
$30.6M -$5.75M -26,642 -14%
Morgan Stanley
9
Morgan Stanley
New York
$24M -$2M -9,263 -7%
State Street
10
State Street
Massachusetts
$19.5M +$903K +4,181 +4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$17.5M -$1.81M -8,393 -8%
Sumitomo Mitsui Trust Group
12
Sumitomo Mitsui Trust Group
Japan
$15.2M -$15.1M -69,989 -47%
SFM
13
Systematic Financial Management
New Jersey
$15M -$2.51M -11,619 -13%
NAMA
14
Nikko Asset Management Americas
New York
$13.8M -$379K -1,755 -2%
PF
15
Phoenix Financial
Israel
$12.2M -$2.22M -10,256 -14%
BlackRock
16
BlackRock
New York
$11.4M -$322K -1,492 -2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$10.5M +$90.1K +417 +0.8%
Goldman Sachs
18
Goldman Sachs
New York
$9.13M +$3.38M +15,633 +48%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$6.73M +$189K +873 +3%
First Trust Advisors
20
First Trust Advisors
Illinois
$6.44M -$492K -2,276 -6%
ARS
21
Adirondack Retirement Specialists
New York
$6.16M +$1.08M +4,998 +18%
HJIM
22
Henry James International Management
New York
$5.58M -$648 -3 -0%
VMPIC
23
Varma Mutual Pension Insurance Co
Finland
$5.54M +$5.01M +23,217 +394%
Citigroup
24
Citigroup
New York
$5.34M +$2.41M +11,153 +66%
EMG
25
ETF Managers Group
New Jersey
$4.75M +$407K +1,884 +8%