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Elbit Systems

156 hedge funds and large institutions have $1.63B invested in Elbit Systems in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 70 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more call options, than puts

Call options by funds: $65M | Put options by funds: $27.5M

84% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 38

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.06% less ownership

Funds ownership: 18.58%18.52% (-0.06%)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

2% less funds holding

Funds holding: 159156 (-3)

5% less capital invested

Capital invested by funds: $1.72B → $1.63B (-$89.7M)

Holders
156
Holders Change
-3
Holders Change %
-1.89%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
70
Reduced
38
Closed
16
Calls
$65M
Puts
$27.5M
Net Calls
+$37.5M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Clal Insurance
Israel
$510M +$2.77M +13,532 +0.5%
1832 Asset Management
2
1832 Asset Management
Ontario, Canada
$443M
Vanguard Group
3
Vanguard Group
Pennsylvania
$160M +$1.84M +8,966 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$49M +$13.6M +66,589 +37%
Invesco
5
Invesco
Georgia
$46.5M +$1.12M +5,458 +2%
MIH
6
Meitav Investment House
Israel
$42.5M +$688K +3,361 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$28.3M -$11.4M -55,643 -28%
Morgan Stanley
8
Morgan Stanley
New York
$23M +$395K +1,930 +2%
AIM
9
ARK Investment Management
Florida
$22.5M -$1.1M -5,367 -5%
Sumitomo Mitsui Trust Group
10
Sumitomo Mitsui Trust Group
Japan
$21.5M +$10.4M +50,777 +88%
State Street
11
State Street
Massachusetts
$19.1M +$335K +1,634 +2%
Swiss National Bank
12
Swiss National Bank
Switzerland
$17.1M -$1.92M -9,376 -10%
BlackRock
13
BlackRock
New York
$17M +$362K +1,769 +2%
Bank of America
14
Bank of America
North Carolina
$15.4M -$8.39M -40,986 -35%
SFM
15
Systematic Financial Management
New Jersey
$15.2M -$452K -2,207 -3%
Goldman Sachs
16
Goldman Sachs
New York
$14.3M -$4.83M -23,595 -25%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.4M +$2.47M +12,058 +22%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$10.5M +$5.39M +26,298 +98%
NAMA
19
Nikko Asset Management Americas
New York
$9.96M -$627K -3,062 -6%
ARS
20
Adirondack Retirement Specialists
New York
$9.75M +$187K +915 +2%
First Trust Advisors
21
First Trust Advisors
Illinois
$7.64M +$713K +3,480 +10%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$7.26M +$166K +811 +2%
HJIM
23
Henry James International Management
New York
$5.3M +$205 +1 +0%
CAMG
24
CWA Asset Management Group
Florida
$5.27M -$470K -2,297 -8%
Wolverine Trading
25
Wolverine Trading
Illinois
$5.02M +$3.82M +18,644 +278%