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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
JWM
1076
Janiczek Wealth Management
Colorado
$65.9K +$2.63K +14 +5%
AP
1077
Arlington Partners
Alabama
$65.1K +$56.7K +302 +4,314%
C
1078
Covestor
United Kingdom
$65K -$9.01K -48 -14%
PO
1079
Private Ocean
California
$63.2K
PIM
1080
Plato Investment Management
Australia
$60.9K +$54.2K +289 New
MCM
1081
Manchester Capital Management
Vermont
$60K +$8.44K +45 +19%
PBK
1082
Peoples Bank (Kansas)
Kansas
$60K
SWS
1083
SYSTM Wealth Solutions
Illinois
$59.8K +$53.3K +284 New
AFG
1084
Albion Financial Group
Utah
$59.4K
PB
1085
Pinnacle Bancorp
Nebraska
$58.6K +$9.01K +48 +21%
CT
1086
Cambridge Trust
Massachusetts
$58.3K -$751 -4 -1%
AWM
1087
Avior Wealth Management
Nebraska
$57.1K -$8.82K -47 -15%
SPWM
1088
Spartan Planning & Wealth Management
North Carolina
$56.9K +$49.2K +262 +3,275%
HGA
1089
Hobbs Group Advisors
South Carolina
$56.2K +$50.1K +267 New
SJIM
1090
St. Johns Investment Management
Florida
$52.7K
NFA
1091
Northwest Financial Advisors
Virginia
$51.8K +$46.2K +246 New
Parallax Volatility Advisers
1092
Parallax Volatility Advisers
California
$51.4K +$45.4K +242 +12,100%
AWM
1093
Ameliora Wealth Management
Switzerland
$50.1K -$306K -1,630 -87%
VNA
1094
Valley National Advisers
Pennsylvania
$50K +$11.6K +62 +34%
CAM
1095
Creekmur Asset Management
Illinois
$49.9K +$44.5K +237 New
S
1096
Sachetta
Massachusetts
$49.4K +$43.9K +234 New
NSIM
1097
North Star Investment Management
Illinois
$48.7K
CBT
1098
CoreFirst Bank & Trust
Kansas
$48.4K -$7.69K -41 -15%
PWMG
1099
Prestige Wealth Management Group
New Jersey
$47.8K -$18K -96 -30%
LFG
1100
Larson Financial Group
Missouri
$47.6K +$188 +1 +0.4%

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.