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L3Harris

1,043 hedge funds and large institutions have $29B invested in L3Harris in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 417 increasing their positions, 391 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $259M | Put options by funds: $192M

7% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 391

4.48% less ownership

Funds ownership: 83.59%79.11% (-4.5%)

5% less funds holding

Funds holding: 1,1001,043 (-57)

5% less capital invested

Capital invested by funds: $30.6B → $29B (-$1.59B)

39% less funds holding in top 10

Funds holding in top 10: 2314 (-9)

39% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 120

Holders
1,043
Holders Change
-57
Holders Change %
-5.18%
% of All Funds
21.04%
Holding in Top 10
14
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-39.13%
% of All Funds
0.28%
New
73
Increased
417
Reduced
391
Closed
120
Calls
$259M
Puts
$192M
Net Calls
+$66.7M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
876
West Bancorporation
Iowa
$185K +$10.3K +59 +6%
CFFP
877
Center for Financial Planning
Michigan
$183K -$135K -770 -42%
VFA
878
Valeo Financial Advisors
Indiana
$177K +$31.7K +181 +21%
AWM
879
Avior Wealth Management
Nebraska
$171K -$39.3K -224 -18%
QCG
880
Quadrant Capital Group
Ohio
$171K -$30K -171 -15%
TH
881
TCTC Holdings
Texas
$169K +$152K +867 +667%
HIA
882
Harbor Investment Advisory
Maryland
$166K +$124K +708 +262%
NC
883
NewSquare Capital
Pennsylvania
$161K
TPCW
884
TD Private Client Wealth
New York
$158K -$12.6K -72 -7%
CT
885
Caldwell Trust
Florida
$156K -$702 -4 -0.4%
TF
886
Tompkins Financial
New York
$146K
MAM
887
Meeder Asset Management
Ohio
$145K +$4.03K +23 +3%
BBHC
888
Brown Brothers Harriman & Co
New York
$144K -$14.2K -81 -9%
FDCDDQ
889
Federation des caisses Desjardins du Quebec
Quebec, Canada
$144K +$8.24K +47 +6%
SC
890
Steph & Co
Wisconsin
$141K -$702 -4 -0.5%
GC
891
Grace Capital
Massachusetts
$141K +$4.38K +25 +3%
BAM
892
Bellevue Asset Management
Washington
$140K
SNT
893
Security National Trust
West Virginia
$138K
WT
894
Whittier Trust
California
$138K +$37.2K +212 +35%
BCP
895
Blue Chip Partners
Michigan
$137K -$10.2K -58 -7%
SDIC
896
South Dakota Investment Council
South Dakota
$136K +$140K +800 New
MA
897
MUFG Americas
New York
$135K
AWA
898
Arkadios Wealth Advisors
Georgia
$132K -$2.46K -14 -2%
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$132K +$136K +778 New
GWS
900
Glassman Wealth Services
Virginia
$129K -$2.28K -13 -2%

LHX Hedge Fund Activity: Q3 2020 in Review

1,043 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q3 2020, worth a combined $29B — down 5.2% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of LHX and 73 opened new positions — a net loss of 47 holders — while 391 trimmed existing stakes and 417 added.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $180M. The largest seller was Capital Research Global Investors, cutting an estimated $526M.

  • 1,043 institutional investors held L3Harris (LHX) as of Q3 2020, down from 1,100 in Q2 2020.
  • Funds reported $29B of L3Harris stock for Q3 2020, down 5.2% quarter-over-quarter.
  • 73 funds opened new L3Harris positions in Q3 2020 and 120 closed out, a net change of -47 holders.
  • The largest L3Harris buyer in Q3 2020 was Diamond Hill Capital Management, an estimated $180M added.
  • The largest L3Harris seller in Q3 2020 was Capital Research Global Investors, an estimated $526M sold.

Based on aggregated 13F filings for Q3 2020.