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L3Harris

1,168 hedge funds and large institutions have $27.1B invested in L3Harris in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 457 increasing their positions, 419 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 457 | Existing positions reduced: 419

6% more call options, than puts

Call options by funds: $158M | Put options by funds: $149M

2% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 94

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.76% less ownership

Funds ownership: 82.43%81.67% (-0.76%)

1% less funds holding

Funds holding: 1,1831,168 (-15)

11% less capital invested

Capital invested by funds: $30.5B → $27.1B (-$3.42B)

Holders
1,168
Holders Change
-15
Holders Change %
-1.27%
% of All Funds
18.54%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
96
Increased
457
Reduced
419
Closed
94
Calls
$158M
Puts
$149M
Net Calls
+$8.64M
Net Calls Change
+$13K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
826
Searle & Co
Connecticut
$282K
LFAS
827
Level Four Advisory Services
Texas
$282K -$31.8K -173 -10%
RI
828
Ridgewood Investments
New Jersey
$281K +$291K +1,584 +5,110%
WSC
829
Wellington Shields & Co
New York
$281K -$91.6K -498 -24%
CW
830
CreativeOne Wealth
Kansas
$280K -$41.2K -224 -12%
WIA
831
Westbourne Investment Advisors
Maryland
$279K
BL
832
Bleichroeder LP
New York
$279K
WDA
833
Wendell David Associates
New Hampshire
$278K -$2.94K -16 -1%
FFS
834
Founders Financial Securities
Maryland
$277K +$24.8K +135 +9%
TCM
835
Triumph Capital Management
Colorado
$276K +$14.9K +81 +5%
PWA
836
Phoenix Wealth Advisors
North Carolina
$275K +$6.62K +36 +2%
TCM
837
Telos Capital Management
California
$275K +$7.17K +39 +3%
DCM
838
Donaldson Capital Management
Indiana
$274K
TFA
839
Transamerica Financial Advisors
Florida
$272K -$19.3K -105 -6%
MAS
840
Meeder Advisory Services
Ohio
$270K -$82.2K -447 -22%
SP
841
Symmetry Partners
Connecticut
$266K -$72.3K -393 -20%
SC
842
Schulhoff & Co
Ohio
$266K +$281K +1,525 New
CCFM
843
Clear Creek Financial Management
Washington
$264K -$6.62K -36 -2%
CCA
844
Cravens & Co Advisors
Tennessee
$264K
NIM
845
NEOS Investment Management
Connecticut
$264K +$279K +1,518 New
MSFS
846
Main Street Financial Solutions
Pennsylvania
$264K +$8.83K +48 +3%
EP
847
Eudaimonia Partners
Tennessee
$264K -$8.09K -44 -3%
CFFP
848
Center for Financial Planning
Michigan
$262K +$23.9K +130 +9%
SIAG
849
Safeguard Investment Advisory Group
California
$262K
AWA
850
Arkadios Wealth Advisors
Georgia
$262K +$54.4K +296 +24%

LHX Hedge Fund Activity: Q3 2023 in Review

1,168 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q3 2023, worth a combined $27.1B — down 11% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new LHX positions and 94 closed out — a net gain of 2 holders — while 457 added to existing stakes and 419 trimmed.

The largest buyer was Capital World Investors, adding an estimated $479M. The largest seller was Balyasny Asset Management, cutting an estimated $235M.

  • 1,168 institutional investors held L3Harris (LHX) as of Q3 2023, down from 1,183 in Q2 2023.
  • Funds reported $27.1B of L3Harris stock for Q3 2023, down 11% quarter-over-quarter.
  • 96 funds opened new L3Harris positions in Q3 2023 and 94 closed out, a net change of +2 holders.
  • The largest L3Harris buyer in Q3 2023 was Capital World Investors, an estimated $479M added.
  • The largest L3Harris seller in Q3 2023 was Balyasny Asset Management, an estimated $235M sold.

Based on aggregated 13F filings for Q3 2023.