MEITAV INVESTMENT HOUSE LTD

Q3 2023 13F-HR Holdings

Location
Bene Beraq, L3
Holdings as of
9/30/2023
Date filed
10/30/2023
Form type
13F-HR
Num holdings
334
Total value ($000)
$6,173,224
Net value change ($000)
-46,274 (-0.7%)
New positions
62
Sold out positions
121
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 7/24/2023 Next filing: 1/29/2024 SEC filing

Snapshot: Change Analysis

Compared to Q2 2023
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
EWZ 102,049 32499.7%
META 65,959 195.6%
NVO 36,409 2798.5%
INDA 35,177 148.4%
MSFT 31,459 28.9%
MCHI 29,969 67.5%
PAVE 29,590 129.0%
AMZN 28,658 35.1%
ICL 27,607 42.1%
DOX 25,609 NEW
Top Reduces (Value $000, Stocks/ETFs)
AAPL -58,055 -67.9%
XLV -57,819 -25.3%
XLB -36,594 -83.6%
CYBR -33,478 -85.3%
SEDG -28,553 -31.8%
XLK -28,339 -26.6%
XLP -27,490 -89.3%
TSEM -18,959 -32.6%
AXP -18,853 -73.1%
KRNT -18,802 -41.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type