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L3Harris

1,075 hedge funds and large institutions have $33.6B invested in L3Harris in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 423 increasing their positions, 385 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more funds holding in top 10

Funds holding in top 10: 1928 (+9)

2.66% more ownership

Funds ownership: 83.39%86.05% (+2.7%)

10% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 385

4% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 117

8% less call options, than puts

Call options by funds: $141M | Put options by funds: $153M

2% less funds holding

Funds holding: 1,0921,075 (-17)

8% less capital invested

Capital invested by funds: $36.5B → $33.6B (-$2.88B)

Holders
1,075
Holders Change
-17
Holders Change %
-1.56%
% of All Funds
23.69%
Holding in Top 10
28
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+47.37%
% of All Funds
0.62%
New
112
Increased
423
Reduced
385
Closed
117
Calls
$141M
Puts
$153M
Net Calls
-$11.7M
Net Calls Change
+$40.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
826
West Bancorporation
Iowa
$254K +$7.38K +36 +3%
KTM
827
Keeler Thomas Management
Utah
$252K -$307K -1,500 -52%
HFAS
828
Hummer Financial Advisory Services
Illinois
$252K
FHA
829
Flagship Harbor Advisors
Massachusetts
$252K +$10.5K +51 +4%
OFG
830
Oxford Financial Group
Indiana
$252K +$287K +1,401 New
CFD
831
Creative Financial Designs
Indiana
$250K +$284K +1,388 New
MPM
832
Meritage Portfolio Management
Kansas
$249K
PWPS
833
Pinnacle Wealth Planning Services
Ohio
$249K +$70.3K +343 +33%
EF
834
Empirical Finance
Pennsylvania
$249K +$284K +1,384 New
SFSIG
835
San Francisco Sentry Investment Group
California
$248K -$67.6K -330 -19%
LP
836
LMR Partners
United Kingdom
$246K -$216K -1,052 -44%
FNBOO
837
First National Bank of Omaha
Nebraska
$246K +$11.1K +54 +4%
CWM
838
Campbell Wealth Management
Virginia
$245K +$279K +1,359 New
FI
839
FormulaFolio Investments
Michigan
$241K -$106K -518 -28%
HTC
840
Haverford Trust Company
Pennsylvania
$241K
AA
841
ALPS Advisors
Colorado
$240K -$61.5K -300 -18%
HFG
842
Heron Financial Group
New York
$239K
MWM
843
Modera Wealth Management
New Jersey
$239K +$7.38K +36 +3%
CSIC
844
Clifford Swan Investment Counsel
California
$237K -$615 -3 -0.2%
MIA
845
MainStreet Investment Advisors
Illinois
$237K +$269K +1,314 New
AIM
846
Alhambra Investment Management
Florida
$236K +$47.1K +230 +21%
VHAM
847
Van Hulzen Asset Management
California
$234K -$3.07K -15 -1%
BCM
848
Birmingham Capital Management
Alabama
$234K
HI
849
Hendershot Investments
Virginia
$234K
PA
850
Perennial Advisors
New York
$233K +$265K +1,293 New

LHX Hedge Fund Activity: Q1 2020 in Review

1,075 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q1 2020, worth a combined $33.6B — down 7.9% from $36.5B a quarter earlier.

Sellers outnumbered buyers: 117 funds closed out of LHX and 112 opened new positions — a net loss of 5 holders — while 385 trimmed existing stakes and 423 added.

The largest buyer was Capital International Investors, adding an estimated $414M. The largest seller was T. Rowe Price Associates, cutting an estimated $305M.

  • 1,075 institutional investors held L3Harris (LHX) as of Q1 2020, down from 1,092 in Q4 2019.
  • Funds reported $33.6B of L3Harris stock for Q1 2020, down 7.9% quarter-over-quarter.
  • 112 funds opened new L3Harris positions in Q1 2020 and 117 closed out, a net change of -5 holders.
  • The largest L3Harris buyer in Q1 2020 was Capital International Investors, an estimated $414M added.
  • The largest L3Harris seller in Q1 2020 was T. Rowe Price Associates, an estimated $305M sold.

Based on aggregated 13F filings for Q1 2020.