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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
JFA
1001
JNBA Financial Advisors
Minnesota
$26K
HF
1002
Halpern Financial
Virginia
$24.6K
SLF
1003
Sun Life Financial
Ontario, Canada
$24K -$205 -1 -0.8%
TFS
1004
TrustCore Financial Services
Tennessee
$24K
WCM
1005
Wealthcare Capital Management
Virginia
$23K -$4.1K -20 -14%
DOA
1006
D'Orazio & Associates
Virginia
$23K
TC
1007
Trust Company
Kansas
$23K +$26.6K +130 New
Loomis, Sayles & Company
1008
Loomis, Sayles & Company
Massachusetts
$22K -$86.3K -421 -78%
VAIA
1009
Virtus Alternative Investment Advisers
Connecticut
$22K +$16K +78 +181%
PCG
1010
Private Capital Group
Connecticut
$21K -$1.44K -7 -6%
GCM
1011
Gables Capital Management
Florida
$19K +$21.5K +105 New
WQ
1012
Wealth Quarterback
New Jersey
$18.4K +$16.2K +79 +343%
KFS
1013
Kelly Financial Services
Massachusetts
$18.2K
WOC
1014
West Oak Capital
California
$18K -$12.3K -60 -38%
VCM
1015
Versant Capital Management
Arizona
$18K -$8.2K -40 -28%
NSIM
1016
North Star Investment Management
Illinois
$18K
TCCM
1017
Timber Creek Capital Management
Massachusetts
$18K
TFO
1018
Tarbox Family Office
California
$18K +$6.35K +31 +44%
MCA
1019
Mercer Capital Advisers
New Jersey
$18K +$20.5K +100 New
CCA
1020
Column Capital Advisors
Indiana
$17K +$16K +78 +520%
RFM
1021
Royal Fund Management
Florida
$16K -$13.5K -66 -41%
FWM
1022
Filbrandt Wealth Management
Wisconsin
$16K -$8.81K -43 -33%
IWP
1023
IAG Wealth Partners
Wisconsin
$16K
MCM
1024
Manchester Capital Management
Vermont
$16K
CI
1025
CX Institutional
Indiana
$15K -$3.07K -15 -15%

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.