Nice Ltd. — Major Shareholding Notification 2010

Mar 29, 2010

SC 13G 1 zk1008127.htm Created by EDGAR Ease Plus (EDGAR Ease+) Project: \Backup\EDGAR Filing\Other Filers\Psagot Investment House Ltd\Nice Systems Ltd\1008127\a1008127.eep Control Number: 1008127 Rev Number: 1 Client Name: Psagot Investment House Ltd. Project Name: SC 13G Firm Name: Zadok-Keinan Ltd SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 SCHEDULE 13G (RULE 13D-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13D-1(B), (C), AND (D) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13D-2 UNDER THE SECURITIES EXCHANGE ACT OF 1934 (AMENDMENT NO. __ ) NICE-SYSTEMS LTD. ------------------------------------------------------- (NAME OF ISSUER) ORDINARY SHARES, NIS 1.00 PAR VALUE PER SHARE ------------------------------------------------------- (TITLE OF CLASS OF SECURITIES) 653656108 ------------------------------------------------------- (CUSIP NUMBER) NOVEMBER 4, 2009 (1) ------------------------------------------------------- (DATE OF EVENT WHICH REQUIRES FILING OF THIS STATEMENT) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [] Rule 13d-1(b) [X] Rule 13d-1(c) [] Rule 13d-1(d) The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the SECURITIES EXCHANGE ACT of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). (1) This statement on Schedule 13G also serves as the amended statement required for the end of the calendar year 2009. ---------------------- -------------------- CUSIP NO. 653656108 13G PAGE 2 OF 12 PAGES ---------------------- -------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS Psagot Investment House Ltd. -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See instructions) (a) [] (b) [] -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Israel -------------------------------------------------------------------------------- 5 SOLE VOTING POWER - NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 3,529,680 () OWNED BY ----------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING - PERSON WITH ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 3,529,680 () -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 3,529,680 () () -------------------------------------------------------------------------------- 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See instructions) [_] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 5.71% () () -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (See instructions) CO -------------------------------------------------------------------------------- () This figure is as of December 31, 2009. When the obligation to file this Schedule 13G arose on November 4, 2009, this figure was 3,128,191. (**) The securities reported herein are beneficially owned by portfolio accounts managed by Psagot Securities Ltd., Psagot Exchange Traded Notes Ltd., mutual funds managed by Psagot Mutual Funds Ltd., and provident funds managed by Psagot Provident Funds Ltd. Each of Psagot Securities Ltd., Psagot Exchange Traded Notes Ltd., Psagot Mutual Funds Ltd., and Psagot Provident Funds Ltd. (the "Subsidiaries") is a wholly-owned subsidiary of Psagot Investment House Ltd. The Subsidiaries operate under independent management and make their own independent voting and investment decisions. Any economic interest or beneficial ownership in any of the securities covered by this report is held for the benefit of the owners of portfolio accounts, the holders of the exchange-traded notes, or for the benefit of the members of the mutual funds or the provident funds, as the case may be. This Statement shall not be construed as an admission by Psagot Investment House Ltd. that it is the beneficial owner of any of the Ordinary Shares covered by this Statement. () Based on 61,797,685 ordinary shares outstanding as of December 31, 2009 (as reported on Bloomberg LP). This figure was 5.06% when the obligation to file this Schedule 13G arose on November 4, 2009 (based on the same number of ordinary shares outstanding on this date as reported on Bloomberg LP). 2 ---------------------- -------------------- CUSIP NO. 653656108 13G PAGE 3 OF 12 PAGES ---------------------- -------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS Psagot Mutual Funds Ltd. -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See instructions) (a) [] (b) [] -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Israel -------------------------------------------------------------------------------- 5 SOLE VOTING POWER - NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 138,810 () OWNED BY ----------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING - PERSON WITH ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 138,810 () -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 138,810 () -------------------------------------------------------------------------------- 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See instructions) [_] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0.22% () -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (See instructions) CO -------------------------------------------------------------------------------- () This figure is as of December 31, 2009. When the obligation to file this Schedule 13G arose on November 4, 2009, this figure was 142,564. () Based on 61,797,685 ordinary shares outstanding as of December 31, 2009 (as reported on Bloomberg LP). This figure was 0.23% when the obligation to file this Schedule 13G arose on November 4, 2009 (based on the same number of ordinary shares outstanding on this date as reported on Bloomberg LP). 3 ---------------------- -------------------- CUSIP NO. 653656108 13G PAGE 4 OF 12 PAGES ---------------------- -------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS Psagot Provident Funds Ltd. -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See instructions) (a) [] (b) [] -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Israel -------------------------------------------------------------------------------- 5 SOLE VOTING POWER - NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 1,862,670 () OWNED BY ----------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING - PERSON WITH ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,862,670 () -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,862,670 (*) -------------------------------------------------------------------------------- 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See instructions) [_] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 3.01% () -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (See instructions) CO -------------------------------------------------------------------------------- () This figure is as of December 31, 2009. When the obligation to file this Schedule 13G arose on November 4, 2009, this figure was 1,574,828. () Based on 61,797,685 ordinary shares outstanding as of December 31, 2009 (as reported on Bloomberg LP). This figure was 2.55% when the obligation to file this Schedule 13G arose on November 4, 2009 (based on the same number of ordinary shares outstanding on this date as reported on Bloomberg LP). 4 ---------------------- -------------------- CUSIP NO. 653656108 13G PAGE 5 OF 12 PAGES ---------------------- -------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS Psagot Exchange Traded Notes Ltd. -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See instructions) (a) [] (b) [] -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Israel -------------------------------------------------------------------------------- 5 SOLE VOTING POWER - NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 506,236 () OWNED BY ----------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING - PERSON WITH ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 506,236 () -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 506,236 () -------------------------------------------------------------------------------- 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See instructions) [] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 0.82% () -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (See instructions) CO -------------------------------------------------------------------------------- (*) This figure is as of December 31, 2009. When the obligation to file this Schedule 13G arose on November 4, 2009, this figure was 483,647. () Based on 61,797,685 ordinary shares outstanding as of December 31, 2009 (as reported on Bloomberg LP). This figure was 0.78% when the obligation to file this Schedule 13G arose on November 4, 2009 (based on the same number of ordinary shares outstanding on this date as reported on Bloomberg LP). 5 ---------------------- -------------------- CUSIP NO. 653656108 13G PAGE 6 OF 12 PAGES ---------------------- -------------------- -------------------------------------------------------------------------------- 1 NAME OF REPORTING PERSONS Psagot Securities Ltd. -------------------------------------------------------------------------------- 2 CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (See instructions) (a) [] (b) [_] -------------------------------------------------------------------------------- 3 SEC USE ONLY -------------------------------------------------------------------------------- 4 CITIZENSHIP OR PLACE OF ORGANIZATION Israel -------------------------------------------------------------------------------- 5 SOLE VOTING POWER - NUMBER OF ----------------------------------------------------------- SHARES 6 SHARED VOTING POWER BENEFICIALLY 1,021,964 () OWNED BY ----------------------------------------------------------- EACH 7 SOLE DISPOSITIVE POWER REPORTING - PERSON WITH ----------------------------------------------------------- 8 SHARED DISPOSITIVE POWER 1,021,964 () -------------------------------------------------------------------------------- 9 AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON 1,021,964 () -------------------------------------------------------------------------------- 10 CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (See instructions) [_] -------------------------------------------------------------------------------- 11 PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW 9 1.65% () -------------------------------------------------------------------------------- 12 TYPE OF REPORTING PERSON (See instructions) CO -------------------------------------------------------------------------------- () This figure is as of December 31, 2009. When the obligation to file this Schedule 13G arose on November 4, 2009, this figure was 927,152. (**) Based on 61,797,685 ordinary shares outstanding as of December 31, 2009 (as reported on Bloomberg LP). This figure was 1.50% when the obligation to file this Schedule 13G arose on November 4, 2009 (based on the same number of ordinary shares outstanding on this date as reported on Bloomberg LP). 6 ITEM 1. (a) NAME OF ISSUER: NICE-Systems Ltd. (b) ADDRESS OF ISSUER'S PRINCIPAL EXECUTIVE OFFICES: 8 Hapnina Street, P.O. Box 690, Ra'anana 43107, Israel ITEM 2. (a) NAME OF PERSON FILING: 1. Psagot Investment House Ltd. 2. Psagot Mutual Funds Ltd. 3. Psagot Provident Funds Ltd. 4. Psagot Exchange Traded Notes Ltd. 5. Psagot Securities Ltd. The securities reported herein are beneficially owned by portfolio accounts managed by Psagot Securities Ltd., Psagot Exchange Traded Notes Ltd., mutual funds managed by Psagot Mutual Funds Ltd., and provident funds managed by Psagot Provident Funds Ltd. Each of the Subsidiaries is a wholly-owned subsidiary of Psagot Investment House Ltd. (b) ADDRESS OF PRINCIPAL BUSINESS OFFICE: Psagot Investment House Ltd. - 14 Ahad Ha'am Street, Tel Aviv 65142, Israel Psagot Mutual Funds Ltd. - 14 Ahad Ha'am Street, Tel Aviv 65142, Israel Psagot Provident Funds Ltd. - 33 Yavetz Street, Tel Aviv 65258, Israel Psagot Exchange Traded Notes Ltd. - 14 Ahad Ha'am Street, Tel Aviv 65142, Israel Psagot Securities Ltd. - 14 Ahad Ha'am Street, Tel Aviv 65142, Israel (c) CITIZENSHIP: Psagot Investment House Ltd. - Israel Psagot Mutual Funds Ltd. - Israel Psagot Provident Funds Ltd. - Israel Psagot Exchange Traded Notes Ltd. - Israel Psagot Securities Ltd. - Israel 7 (d) TITLE OF CLASS OF SECURITIES: Ordinary Shares, NIS 1.00 par value per share (e) CUSIP NUMBER: 653656108 ITEM 3. N.A. ITEM 4. OWNERSHIP: (a) AMOUNT BENEFICIALLY OWNED: See row 9 of cover page of each reporting person. The Subsidiaries operate under independent management and make their own independent voting and investment decisions. Any economic interest or beneficial ownership in any of the securities covered by this report is held for the benefit of owners of the managed portfolio accounts, holders of the exchange-traded notes, or for the benefit of the members of the mutual funds or the provident funds, as the case may be. (b) PERCENT OF CLASS: See row 11 of cover page of each reporting person (c) NUMBER OF SHARES AS TO WHICH SUCH PERSON HAS: (i) Sole power to vote or to direct the vote: See row 5 of cover page of each reporting person (ii) Shared power to vote or to direct the vote: See row 6 of cover page of each reporting person and note in Item 4(a) above (iii) Sole power to dispose or to direct the disposition of: See row 7 of cover page of each reporting person (iv) Shared power to dispose or to direct the disposition of: See row 8 of cover page of each reporting person and note in Item 4(a) above 8 ITEM 5. OWNERSHIP OF FIVE PERCENT OR LESS OF A CLASS: N.A. ITEM 6. OWNERSHIP OF MORE THAN FIVE PERCENT ON BEHALF OF ANOTHER: N.A. ITEM 7. IDENTIFICATION AND CLASSIFICATION OF THE SUBSIDIARY WHICH ACQUIRED THE SECURITY BEING REPORTED ON BY THE PARENT HOLDING COMPANY OR CONTROL PERSON: N.A. ITEM 8. IDENTIFICATION AND CLASSIFICATION OF MEMBERS OF THE GROUP: N.A. ITEM 9. NOTICE OF DISSOLUTION OF GROUP: N.A. 9 ITEM 10. CERTIFICATION: By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect. 10 SIGNATURE After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct. March 28, 2010 PSAGOT INVESTMENT HOUSE LTD. /s/ Eli Bavly ---------------------------- By: Eli Bavly Title: Vice President PSAGOT MUTUAL FUNDS LTD. /s/ Ilan Rokach ---------------------------- By: Ilan Rokach Title: Chief Investment Officer PSAGOT PROVIDENT FUNDS LTD. /s/ Shlomi Bracha ---------------------------- By: Shlomi Bracha Title: Vice President - Investments PSAGOT EXCHANGE TRADED NOTES LTD. /s/ Tal Vardi ---------------------------- By: Tal Vardi Title: CEO PSAGOT SECURITIES LTD. /s/ Shay Yaron ---------------------------- By: Shay Yaron Title: CEO 11 EXHIBIT NO. DESCRIPTION Exhibit 1 Agreement of Joint Filing 12