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L3Harris

1,257 hedge funds and large institutions have $34.5B invested in L3Harris in 2023 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 438 increasing their positions, 430 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 205 | Existing positions closed: 96

32% more call options, than puts

Call options by funds: $285M | Put options by funds: $216M

28% more capital invested

Capital invested by funds: $27.1B → $34.5B (+$7.45B)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 1,1681,257 (+89)

4.76% more ownership

Funds ownership: 81.67%86.43% (+4.8%)

2% more repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 430

Holders
1,257
Holders Change
+89
Holders Change %
+7.62%
% of All Funds
18.33%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
205
Increased
438
Reduced
430
Closed
96
Calls
$285M
Puts
$216M
Net Calls
+$69.2M
Net Calls Change
+$60.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
826
Tectonic Advisors
Texas
$349K +$311K +1,658 New
VFPI
827
Vantage Financial Partners (Illinois)
Illinois
$348K +$79.7K +425 +35%
MPM
828
Meritage Portfolio Management
Kansas
$345K +$25K +133 +9%
CWM
829
Compass Wealth Management
Connecticut
$345K
LFAS
830
Level Four Advisory Services
Texas
$342K +$1.69K +9 +0.6%
TYCC
831
Texas Yale Capital Corp
Florida
$342K
SIAG
832
Safeguard Investment Advisory Group
California
$341K +$21K +112 +7%
RI
833
Ridgewood Investments
New Jersey
$340K -$188 -1 -0.1%
DP
834
Dearborn Partners
Illinois
$340K -$19.7K -105 -6%
WIA
835
Westbourne Investment Advisors
Maryland
$337K
BL
836
Bleichroeder LP
New York
$337K
KIA
837
Knollwood Investment Advisory
Maryland
$337K +$300K +1,600 New
LC
838
Lindbrook Capital
California
$337K +$104K +552 +53%
WDA
839
Wendell David Associates
New Hampshire
$336K
FFS
840
Founders Financial Securities
Maryland
$336K +$1.13K +6 +0.4%
CFG
841
Cooper Financial Group
California
$334K +$298K +1,587 New
FA
842
FDx Advisors
Illinois
$333K -$54.4K -290 -15%
DCM
843
Donaldson Capital Management
Indiana
$332K -$188 -1 -0.1%
PWA
844
Phoenix Wealth Advisors
North Carolina
$330K -$1.69K -9 -0.6%
VAG
845
VisionPoint Advisory Group
Texas
$329K +$13.1K +70 +5%
NSB
846
Norway Savings Bank
Maine
$329K +$30.4K +162 +12%
MSFS
847
Main Street Financial Solutions
Pennsylvania
$328K +$7.13K +38 +3%
SC
848
Schulhoff & Co
Ohio
$326K +$4.69K +25 +2%
GBWM
849
Granite Bay Wealth Management
New Hampshire
$325K +$315K +1,677 New
ST
850
Sabal Trust
Florida
$325K -$125K -666 -30%

LHX Hedge Fund Activity: Q4 2023 in Review

1,257 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q4 2023, worth a combined $34.5B — up 28% from $27.1B a quarter earlier.

Buyers outnumbered sellers: 205 funds opened new LHX positions and 96 closed out — a net gain of 109 holders — while 438 added to existing stakes and 430 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $621M. The largest seller was Longview Partners, exiting entirely with an estimated $265M sold.

  • 1,257 institutional investors held L3Harris (LHX) as of Q4 2023, up from 1,168 in Q3 2023.
  • Funds reported $34.5B of L3Harris stock for Q4 2023, up 28% quarter-over-quarter.
  • 205 funds opened new L3Harris positions in Q4 2023 and 96 closed out, a net change of +109 holders.
  • The largest L3Harris buyer in Q4 2023 was Morgan Stanley, an estimated $621M added.
  • The largest L3Harris seller in Q4 2023 was Longview Partners, an estimated $265M sold.

Based on aggregated 13F filings for Q4 2023.