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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
CSPIA
876
Cary Street Partners Investment Advisory
Virginia
$240K +$69.3K +377 +38%
EWM
877
Evermay Wealth Management
Virginia
$239K
PG
878
Prostatis Group
Maryland
$239K -$46.6M -253,201 -99%
TCA
879
Transcend Capital Advisors
New Jersey
$238K +$42.1K +229 +20%
GC
880
Gratus Capital
Georgia
$237K +$4.97K +27 +2%
WIC
881
Woodmont Investment Counsel
Tennessee
$237K -$59.8K -325 -19%
AC
882
Avenir Corporation
Virginia
$236K -$2.39K -13 -0.9%
EFS
883
Essex Financial Services
Connecticut
$236K -$54.1K -294 -18%
CPC
884
Consolidated Planning Corp
Georgia
$236K -$3.41M -18,520 -93%
WB
885
WesBanco Bank
West Virginia
$236K +$13.4K +73 +6%
HI
886
Hendershot Investments
Virginia
$235K
TC
887
TownSquare Capital
Utah
$235K +$36.8K +200 +17%
BAAM
888
Baker Avenue Asset Management
California
$233K -$184 -1 -0.1%
SIS
889
Strategic Investment Solutions
Illinois
$232K +$228K +1,240 +6,200%
ECM
890
Estabrook Capital Management
New York
$230K
NC
891
NinePointTwo Capital
California
$230K
CGL
892
Clarius Group LLC
Washington
$230K -$5.15K -28 -2%
AC
893
Asio Capital
Kentucky
$228K -$40.3K -219 -14%
LWCFA
894
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$227K
CWM
895
Congress Wealth Management
Massachusetts
$226K -$5.33K -29 -2%
NL
896
NWAM LLC
Washington
$226K -$6.44K -35 -3%
NHC
897
Nicholas Hoffman & Company
Georgia
$225K +$1.1K +6 +0.5%
VV
898
Verity & Verity
South Carolina
$225K
CA
899
Corrado Advisors
New Jersey
$224K +$237K +1,289 New
CWM
900
Campbell Wealth Management
Virginia
$224K +$16.6K +90 +8%

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.