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L3Harris
LHX

611 hedge funds and large institutions have $13.4B invested in L3Harris in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 180 increasing their positions, 233 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $42M | Put options by funds: $14.4M

83% more funds holding in top 10

Funds holding in top 10: 6 → 11 (+5)

40% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 45

20% more capital invested

Capital invested by funds: $11.2B → $13.4B (+$2.23B)

2% more funds holding

Funds holding: 600 → 611 (+11)

1.47% more ownership

Funds ownership: 84.08% → 85.55% (+1.5%)

23% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 233

Holders
611
Holders Change
+11
Holders Change %
+1.83%
% of All Funds
15.23%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.27%
New
63
Increased
180
Reduced
233
Closed
45
Calls
$42M
Puts
$14.4M
Net Calls
+$27.6M
Net Calls Change
+$23.6M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$112M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$107M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$83.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$51.4M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
-$153M
2
Morgan Stanley
Morgan Stanley
New York
-$68.4M
3
Principal Financial Group
Principal Financial Group
Iowa
-$56.9M
4
SG Americas Securities
SG Americas Securities
New York
-$56.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$42.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PHK
576
Point72 Hong Kong
Hong Kong
$9K +$4.2K +35 +97%
VFA
577
Valeo Financial Advisors
Indiana
$9K +$8.04K +67 New
Canada Pension Plan Investment Board
578
Canada Pension Plan Investment Board
Ontario, Canada
$8K -$331K -2,757 -98%
FMII
579
Farmers & Merchants Investments Inc
Nebraska
$8K +$2.16K +18 +45%
PFGIA
580
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$1.08K -9 -14%
EFSCE
581
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
QAM
582
QCI Asset Management
New York
$7K – – –
RFA
583
Reilly Financial Advisors
California
$7K +$1.44K +12 +30%
HWP
584
Hefty Wealth Partners
Indiana
$6K – – –
PFSC
585
Peoples Financial Services Corp
Pennsylvania
$6K – – –
AA
586
AlphaMark Advisors
Kentucky
$5K – – –
HI
587
Hudock Inc
Pennsylvania
$5K – – –
OIA
588
OneDigital Investment Advisors
Kansas
$5K – – –
VCM
589
Versant Capital Management
Arizona
$5K – – –
AAP
590
Arax Advisory Partners
Colorado
$4K – – –
NC
591
NewSquare Capital
Pennsylvania
$4K – – –
WPA
592
West Paces Advisors
Georgia
$3.82K – – –
CPA
593
Clear Perspective Advisors
Illinois
$3K – – –
EA
594
Edge Advisors
Georgia
$3K – – –
FANJ
595
Financial Architects (New Jersey)
New Jersey
$3K – – –
MA
596
MCF Advisors
Kentucky
$3K – – –
TC
597
Trust Company
Kansas
$3K – – –
ADL
598
Asset Dedication LLC
California
$3K +$2.76K +23 New
CFA
599
Carroll Financial Associates
North Carolina
$3K +$3.48K +29 New
CHC
600
City Holding Co
West Virginia
$2K – – –
22 23
24
25 26

LHX Hedge Fund Activity: Q3 2017 in Review

611 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q3 2017, worth a combined $13.4B — up 20% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new LHX positions and 45 closed out — a net gain of 18 holders — while 180 added to existing stakes and 233 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $112M. The largest seller was Boston Partners, cutting an estimated $153M.

  • 611 institutional investors held L3Harris (LHX) as of Q3 2017, up from 600 in Q2 2017.
  • Funds reported $13.4B of L3Harris stock for Q3 2017, up 20% quarter-over-quarter.
  • 63 funds opened new L3Harris positions in Q3 2017 and 45 closed out, a net change of +18 holders.
  • The largest L3Harris buyer in Q3 2017 was Wellington Management Group, an estimated $112M added.
  • The largest L3Harris seller in Q3 2017 was Boston Partners, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2017.