We are live on ! Find out more
LHX icon

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
DBRC
776
D.B. Root & Company
Pennsylvania
$414K +$172K +839 +66%
CT
777
Chicago Trust
Illinois
$413K +$164K +800 +61%
PA
778
Profund Advisors
Maryland
$409K +$22.5K +110 +6%
SWM
779
SeaCrest Wealth Management
New York
$406K -$31.9K -156 -7%
WAM
780
Werlinich Asset Management
Connecticut
$406K
FRM
781
Fox Run Management
Connecticut
$404K +$421K +2,057 New
BFO
782
Biltmore Family Office
North Carolina
$402K +$613 +3 +0.1%
BAAM
783
Baker Avenue Asset Management
California
$402K -$13.3K -65 -3%
IA
784
IFG Advisory
Georgia
$399K +$204 +1 +0%
MAS
785
Meeder Advisory Services
Ohio
$398K -$162K -794 -28%
CNFG
786
Creegan & Nassoura Financial Group
New Hampshire
$395K
AAM
787
Augustine Asset Management
Florida
$394K
NP
788
NorthRock Partners
Minnesota
$393K +$88.5K +433 +28%
WC
789
Whitney & Co
New York
$392K
CCM
790
Coldstream Capital Management
Washington
$392K -$3.35M -16,400 -89%
EGA
791
E&G Advisors
Texas
$392K
HVIA
792
Hudson Valley Investment Advisors
New York
$392K -$29.4K -144 -7%
TW
793
Transform Wealth
Colorado
$390K -$4.09K -20 -1%
HWM
794
HB Wealth Management
Georgia
$389K +$16.6K +81 +4%
AP
795
AtonRa Partners
Switzerland
$388K +$404K +1,975 New
CM
796
Columbus Macro
Pennsylvania
$386K +$22.5K +110 +6%
BIG
797
Builder Investment Group
Georgia
$381K
FANJ
798
Financial Architects (New Jersey)
New Jersey
$378K -$1.23K -6 -0.3%
FHA
799
Flagship Harbor Advisors
Massachusetts
$377K +$18K +88 +5%
SP
800
Symmetry Partners
Connecticut
$377K

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.