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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
NMM
1026
Naples Money Management
Florida
$120K +$107K +570 New
WT
1027
Washington Trust
Rhode Island
$119K +$11.3K +60 +12%
AIM
1028
Acropolis Investment Management
Missouri
$118K +$105K +559 New
GRP
1029
Global Retirement Partners
California
$117K +$33.4K +178 +45%
CI Investments Inc
1030
CI Investments Inc
Ontario, Canada
$115K -$3.75K -20 -4%
WWM
1031
Wolff Wiese Magana
California
$115K -$37.2K -198 -27%
OC
1032
Oakworth Capital
Alabama
$114K -$4.5K -24 -4%
HCM
1033
Hollencrest Capital Management
California
$112K -$39.2K -209 -28%
NC
1034
NewSquare Capital
Pennsylvania
$108K
CWC
1035
Carolinas Wealth Consulting
North Carolina
$108K
FPFS
1036
First Personal Financial Services
North Carolina
$107K
FMII
1037
Farmers & Merchants Investments Inc
Nebraska
$107K -$5.63K -30 -6%
PFBT
1038
Parkside Financial Bank & Trust
Missouri
$106K +$10.9K +58 +13%
PMFA
1039
Plante Moran Financial Advisors
Michigan
$105K -$375 -2 -0.4%
TH
1040
TCTC Holdings
Texas
$105K
GCM
1041
Gables Capital Management
Florida
$105K +$37.5K +200 +67%
VAMG
1042
Voisard Asset Management Group
Michigan
$105K +$93.8K +500 New
GTAM
1043
Global Trust Asset Management
Florida
$104K
JWA
1044
JFS Wealth Advisors
Pennsylvania
$103K +$9.95K +53 +12%
KA
1045
Kozak & Associates
Colorado
$102K
AA
1046
Addison Advisors
Vermont
$101K
CAL
1047
Capital Advisors Ltd
Ohio
$101K -$188 -1 -0.2%
RIM
1048
Rakuten Investment Management
Japan
$98.9K +$88K +469 New
MCM
1049
MV Capital Management
Maryland
$97.3K +$6.94K +37 +9%
BHWM
1050
Beaird Harris Wealth Management
Texas
$96.9K +$17.1K +91 +25%

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.