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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
BAM
1101
Bellevue Asset Management
Washington
$47.4K -$28.1K -150 -40%
BGAI
1102
Bruce G. Allen Investments
Colorado
$46.3K +$41.3K +220 New
TWC
1103
TD Waterhouse Canada
Ontario, Canada
$46K -$43.3K -231 -54%
M
1104
MOTCO
Texas
$45.7K
RIL
1105
Rothschild Investment LLC
Illinois
$42.5K +$37.9K +202 New
PCMC
1106
Planning Capital Management Corporation
Pennsylvania
$42.1K +$37.5K +200 New
DAM
1107
Delta Asset Management
Tennessee
$41.9K -$188 -1 -0.5%
WTA
1108
Washington Trust Advisors
Massachusetts
$37.3K +$14.8K +79 +81%
TIM
1109
Tortoise Investment Management
New York
$36.9K
GWM
1110
Geneos Wealth Management
Colorado
$36.7K -$10.1K -54 -24%
DWMG
1111
DB Wealth Management Group
California
$36K
NECFA
1112
New England Capital Financial Advisors
Connecticut
$35.8K -$5.82K -31 -15%
MA
1113
MCF Advisors
Kentucky
$35.8K +$7.88K +42 +33%
RFA
1114
Resurgent Financial Advisors
Georgia
$35.4K +$3.75K +20 +14%
RA
1115
Rise Advisors
New York
$34.9K +$3.75K +20 +14%
DWA
1116
Dougherty Wealth Advisers
Minnesota
$34.1K
OAJ
1117
Ogorek Anthony Joseph
New York
$34K
CTA
1118
Colonial Trust Advisors
South Carolina
$33.1K +$563 +3 +2%
MWM
1119
Mascoma Wealth Management
New Hampshire
$32.6K
TSWM
1120
Tyler-Stone Wealth Management
Ohio
$32.4K +$7.32K +39 +34%
CSB
1121
City State Bank
Iowa
$32K
CAM
1122
Close Asset Management
United Kingdom
$32K
CSC
1123
Caldwell Sutter Capital
California
$30.3K
PWA
1124
Provenance Wealth Advisors
Florida
$30.3K
JFA
1125
JNBA Financial Advisors
Minnesota
$30.1K

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.