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Hedge Funds Similar to Migdal Insurance & Financial Ltd.

13F Portfolio OverlapQ2 2026Migdal Insurance & Financial Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Migdal Insurance & Financial Holdings Ltd. is an institutional investor managing $15.6B across 364 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Migdal Insurance & Financial Ltd. are Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec, Harel Insurance Investments & Financial Services Ltd., Clal Insurance Enterprises Ltd, with shared positions in $TEVA, $NVMI, $TSEM, $CAMT, $ENLT, $ORA. The full ranking of 25 similar funds is below.

#1Mivtachim The Workers Social Insurance Fund Ltd. (Under SpecActive
Substantial overlap · 9 shared positions
$TEVA$NVMI$TSEM$CAMT$ENLT$ORA
$759M
41 positions
#2Harel Insurance Investments & Financial Services Ltd.Active
Substantial overlap · 10 shared positions
$TEVA$NVMI$TSEM$CAMT$ENLT$ORA
$20.6B
535 positions
#3Clal Insurance Enterprises Holdings LtdActive
Substantial overlap · 9 shared positions
$TEVA$TSEM$NVMI$CAMT$ENLT$ORA
$22.3B
224 positions
#4Phoenix Financial Ltd.Active
Substantial overlap · 7 shared positions
$TEVA$TSEM$NVMI$ENLT$NICE$ORA
$14.7B
522 positions
#5Y.D. More Investments LtdActive
Substantial overlap · 8 shared positions
$NVMI$TSEM$CAMT$TEVA$ENLT$ORA
$3.2B
510 positions
#6SPHERA FUNDS MANAGEMENT LTD.Active
Notable overlap · 4 shared positions
$TEVA$TSEM$NVMI$AZN
$767M
105 positions
#7MENORA MIVTACHIM HOLDINGS LTD.Active
Notable overlap · 5 shared positions
$TEVA$NVMI$CAMT$NOW$SEDG
$25.6B
175 positions
#8USS Investment Management LtdActive
Notable overlap · 4 shared positions
$NVMI$TSEM$CAMT$ENLT
$27.8B
617 positions
#9Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDActive
Notable overlap · 5 shared positions
$TEVA$VRT$SEDG$NOW$NICE
$809M
72 positions
#10Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Notable overlap · 5 shared positions
$TEVA$VRT$SEDG$NOW$NICE
$2.4B
73 positions
#11Yelin Lapidot Holdings Management Ltd.Active
Notable overlap · 6 shared positions
$TEVA$NVMI$ENLT$CAMT$ORA$NICE
$527M
85 positions
#12Altshuler Shaham LtdActive
Some overlap · 3 shared positions
$TEVA$ENLT$NVMI
$8.1B
497 positions
#13MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 4 shared positions
$TEVA$ORA$NICE$SEDG
$14.9B
299 positions
#14SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$TSEM$VRT$SNDK$SNOW
$5.7B
155 positions
#15AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TEVA$AZN$GILD$NICE
$363M
153 positions
#16Sphera Management Technology Funds LtdPassive
Some overlap · 4 shared positions
$NVMI$CAMT$NOW$SNOW
$286M
86 positions
#17Seek First Inc.Active
Some overlap · 3 shared positions
$NVMI$GILD$SNDK
$158M
67 positions
#18Parrish Capital LLC
Some overlap · 3 shared positions
$TEVA$AZN$GILD
$104M
87 positions
#19Alta Park Capital, LPActive
Some overlap · 3 shared positions
$TSEM$SNDK$SNOW
$1.1B
27 positions
#20MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$TEVA$GILD$CCJ
$112M
100 positions
#21Taylor Frigon Capital Management LLCPassive
Some overlap · 3 shared positions
$TSEM$CAMT$NICE
$214M
93 positions
#22IAM Advisory, LLCActive
Some overlap · 5 shared positions
$VRT$LMT$GILD$SNDK$NOC
$513M
107 positions
#23Benchstone Capital Management LPActive
Some overlap · 4 shared positions
$TSEM$SNDK$SNOW$NOW
$828M
37 positions
#24Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$TSEM$VRT$SNDK
$132M
45 positions
#25FCF Advisors LLCPassive
Some overlap · 4 shared positions
$VRT$LMT$GILD$SNDK
$544M
58 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.