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L3Harris

1,168 hedge funds and large institutions have $27.1B invested in L3Harris in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 457 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 419

6% more call options, than puts

Call options by funds: $158M | Put options by funds: $149M

2% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 94

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.76% less ownership

Funds ownership: 82.43%81.67% (-0.76%)

1% less funds holding

Funds holding: 1,1831,168 (-15)

11% less capital invested

Capital invested by funds: $30.5B → $27.1B (-$3.42B)

Holders
1,168
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
18.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
96
Increased
457
Reduced
419
Closed
94
Calls
$158M
Puts
$149M
Net Calls
+$8.64M
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
551
Private Capital Advisors
Connecticut
$949K +$255K +1,388 +36%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$941K +$75K +408 +8%
SI
553
Stephens Inc
Arkansas
$940K -$4.78K -26 -0.5%
OHWA
554
Oak Hill Wealth Advisors
Virginia
$929K
STAS
555
Strong Tower Advisory Services
Minnesota
$925K +$27K +147 +3%
WI
556
Wedgewood Investors
Pennsylvania
$923K +$368 +2 +0%
BFS
557
Bradley Foster & Sargent
Connecticut
$922K
BPA
558
Beacon Pointe Advisors
California
$919K -$402K -2,188 -29%
SFPG
559
Stonebridge Financial Planning Group
Florida
$916K -$79.1K -430 -8%
ACL
560
Applied Capital LLC
Florida
$914K -$5.52K -30 -0.6%
PMA
561
Prudent Man Advisors
Illinois
$910K -$10.9K -59 -1%
TCM
562
Tandem Capital Management
New Jersey
$909K -$44.7K -243 -4%
HCP
563
Holt Capital Partners
Texas
$906K -$920 -5 -0.1%
GAM
564
Griffin Asset Management
New York
$903K +$3.86K +21 +0.4%
DA
565
Duality Advisers
Florida
$902K +$952K +5,178 New
WI
566
WrapManager Inc
California
$901K -$102K -557 -10%
PGAM
567
Princeton Global Asset Management
New Jersey
$900K -$310K -1,683 -25%
LSA
568
Leonteq Securities AG
Switzerland
$899K -$174K -945 -15%
EWA
569
EP Wealth Advisors
California
$895K -$2.27M -12,365 -71%
FIM
570
Freedom Investment Management
Connecticut
$895K -$770K -4,184 -45%
CWM
571
Chesapeake Wealth Management
Virginia
$893K -$35.3K -192 -4%
PHIMC
572
Private Harbour Investment Management & Counsel
Ohio
$886K -$920 -5 -0.1%
OAM
573
Occidental Asset Management
California
$882K +$932K +5,067 New
CIA
574
Capital Investment Advisors
Georgia
$881K +$16.4K +89 +2%
HCM
575
HMS Capital Management
Tennessee
$879K -$48.6K -264 -5%

LHX Hedge Fund Activity: Q3 2023 in Review

1,168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q3 2023, worth a combined $27.1B — down 11% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LHX positions and 94 closed out — a net gain of 2 holders — while 457 added to existing stakes and 419 trimmed.

The largest buyer was Capital World Investors, adding an estimated $479M. The largest seller was Balyasny Asset Management, cutting an estimated $235M.

  • 1,168 institutional investors held L3Harris (LHX) as of Q3 2023, down from 1,183 in Q2 2023.
  • Funds reported $27.1B of L3Harris stock for Q3 2023, down 11% quarter-over-quarter.
  • 96 funds opened new L3Harris positions in Q3 2023 and 94 closed out, a net change of +2 holders.
  • The largest L3Harris buyer in Q3 2023 was Capital World Investors, an estimated $479M added.
  • The largest L3Harris seller in Q3 2023 was Balyasny Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.