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L3Harris

1,210 hedge funds and large institutions have $30.5B invested in L3Harris in 2023 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 477 increasing their positions, 415 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $187M | Put options by funds: $113M

15% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 415

0.76% less ownership

Funds ownership: 82.31%81.55% (-0.76%)

10% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 105

3% less funds holding

Funds holding: 1,2461,210 (-36)

5% less capital invested

Capital invested by funds: $32.2B → $30.5B (-$1.74B)

50% less funds holding in top 10

Funds holding in top 10: 189 (-9)

Holders
1,210
Holders Change
-36
Holders Change %
-2.89%
% of All Funds
19.28%
Holding in Top 10
9
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-50%
% of All Funds
0.14%
New
95
Increased
477
Reduced
415
Closed
105
Calls
$187M
Puts
$113M
Net Calls
+$74.4M
Net Calls Change
-$44M
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
751
ZWJ Investment Counsel
Georgia
$451K -$1.23K -6 -0.3%
FI
752
Financial Insights
Washington
$451K +$470K +2,299 New
AIP
753
Ameritas Investment Partners
Nebraska
$451K
WTC
754
WhitTier Trust Company
Nevada
$451K +$45.6K +223 +11%
FMWA
755
Forvis Mazars Wealth Advisors
Missouri
$449K +$204 +1 +0%
PWM
756
Perigon Wealth Management
California
$448K -$7.16K -35 -2%
CBFP
757
Cedar Brook Financial Partners
Ohio
$447K -$5.72K -28 -1%
EI
758
Ethic Inc
New York
$446K +$24.1K +118 +5%
HSA
759
HBK Sorce Advisory
Pennsylvania
$445K -$888K -4,343 -66%
DBIA
760
Dumont & Blake Investment Advisors
New Jersey
$445K
DWT
761
Dorsey & Whitney Trust
South Dakota
$444K +$5.11K +25 +1%
ST
762
Spinnaker Trust
Maine
$442K
BWM
763
Blossom Wealth Management
California
$441K +$58.3K +285 +15%
CT
764
Columbia Trust
Oregon
$440K +$56.2K +275 +14%
FPCP
765
Fort Point Capital Partners
California
$435K
PFA
766
Pathway Financial Advisors
Vermont
$435K
JWCA
767
J.W. Cole Advisors
Florida
$433K -$71.2K -348 -14%
Two Sigma Advisers
768
Two Sigma Advisers
New York
$432K +$450K +2,200 New
PWLP
769
Prio Wealth Limited Partnership
Massachusetts
$427K -$32.7K -160 -7%
LFAS
770
Level Four Advisory Services
Texas
$426K -$82K -401 -16%
CPIA
771
Cornell Pochily Investment Advisors
New York
$426K
PCA
772
Peddock Capital Advisors
Massachusetts
$420K
EARNEST Partners
773
EARNEST Partners
Georgia
$417K
FCM
774
Fourpath Capital Management
Oklahoma
$417K +$3.68K +18 +0.9%
HWMG
775
Hurlow Wealth Management Group
Indiana
$417K -$204 -1 -0%

LHX Hedge Fund Activity: Q1 2023 in Review

1,210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q1 2023, worth a combined $30.5B — down 5.4% from $32.2B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of LHX and 95 opened new positions — a net loss of 10 holders — while 415 trimmed existing stakes and 477 added.

The largest buyer was Allspring Global Investments, adding an estimated $170M. The largest seller was Capital Research Global Investors, cutting an estimated $415M.

  • 1,210 institutional investors held L3Harris (LHX) as of Q1 2023, down from 1,246 in Q4 2022.
  • Funds reported $30.5B of L3Harris stock for Q1 2023, down 5.4% quarter-over-quarter.
  • 95 funds opened new L3Harris positions in Q1 2023 and 105 closed out, a net change of -10 holders.
  • The largest L3Harris buyer in Q1 2023 was Allspring Global Investments, an estimated $170M added.
  • The largest L3Harris seller in Q1 2023 was Capital Research Global Investors, an estimated $415M sold.

Based on aggregated 13F filings for Q1 2023.