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L3Harris

696 hedge funds and large institutions have $14.3B invested in L3Harris in 2017 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 196 increasing their positions, 245 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 30

32% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $18.2M

14% more funds holding

Funds holding: 611696 (+85)

6% more capital invested

Capital invested by funds: $13.4B → $14.3B (+$863M)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.84% less ownership

Funds ownership: 85.55%84.71% (-0.84%)

20% less repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 245

Holders
696
Holders Change
+85
Holders Change %
+13.91%
% of All Funds
15.79%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
121
Increased
196
Reduced
245
Closed
30
Calls
$24.1M
Puts
$18.2M
Net Calls
+$5.89M
Net Calls Change
-$21.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAW
626
Cornerstone Advisors (Washington)
Washington
$17K
KA
627
Kaizen Advisory
Illinois
$17K +$16.6K +119 New
STA
628
Summit Trail Advisors
New York
$17K +$16.6K +119 New
WA
629
Waverly Advisors
Alabama
$17K +$16.6K +119 New
CAPTRUST Financial Advisors
630
CAPTRUST Financial Advisors
North Carolina
$17K +$16.8K +120 New
HFM
631
Hartford Financial Management
Connecticut
$16K
OAJ
632
Ogorek Anthony Joseph
New York
$16K +$16.5K +118 New
WEC
633
Winslow Evans & Crocker
Massachusetts
$14.7K
AIM
634
Advantage Investment Management
Iowa
$14K
AWM
635
AllSquare Wealth Management
New York
$14K
FCB
636
First Command Bank
Texas
$14K
FCFS
637
First Command Financial Services
Texas
$14K
FIB
638
First Interstate Bank
Montana
$14K
FPFS
639
First Personal Financial Services
North Carolina
$14K
MFW
640
Mosaic Family Wealth
Missouri
$14K
WT
641
Whittier Trust
California
$13K
OIA
642
OneDigital Investment Advisors
Kansas
$13K +$6.98K +50 +122%
CAL
643
Capital Advisors Ltd
Ohio
$11K
LFA
644
Legacy Financial Advisors
Kentucky
$11K +$10.9K +78 New
MPWT
645
MassMutual Private Wealth & Trust
Connecticut
$10.6K
SPI
646
Santori & Peters Inc
Pennsylvania
$10K +$9.63K +69 New
RE
647
RBC Europe
United Kingdom
$9.92K
PFGIA
648
Patriot Financial Group Insurance Agency
Massachusetts
$8K
CB
649
Community Bank
New York
$8K +$7.4K +53 New
SWMG
650
Signature Wealth Management Group
Georgia
$8K +$7.4K +53 New

LHX Hedge Fund Activity: Q4 2017 in Review

696 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q4 2017, worth a combined $14.3B — up 6.4% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new LHX positions and 30 closed out — a net gain of 91 holders — while 196 added to existing stakes and 245 trimmed.

The largest buyer was BlackRock, adding an estimated $105M. The largest seller was Boston Partners, cutting an estimated $170M.

  • 696 institutional investors held L3Harris (LHX) as of Q4 2017, up from 611 in Q3 2017.
  • Funds reported $14.3B of L3Harris stock for Q4 2017, up 6.4% quarter-over-quarter.
  • 121 funds opened new L3Harris positions in Q4 2017 and 30 closed out, a net change of +91 holders.
  • The largest L3Harris buyer in Q4 2017 was BlackRock, an estimated $105M added.
  • The largest L3Harris seller in Q4 2017 was Boston Partners, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2017.