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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
TCA
1126
Trifecta Capital Advisors
Illinois
$3.31K
PAG
1127
Paladin Advisory Group
Iowa
$3.31K
CPG
1128
Cornerstone Planning Group
New Jersey
$3.31K +$184 +1 +6%
CNBTD
1129
Citizens National Bank Trust Department
Mississippi
$3.31K +$3.5K +19 New
CQS
1130
Credential Qtrade Securities
$3.13K
AWA
1131
Authentikos Wealth Advisory
California
$2.79K +$2.94K +16 New
NCM
1132
Northwest Capital Management
Oregon
$2.61K
WPA
1133
West Paces Advisors
Georgia
$2.61K
DIP
1134
DT Investment Partners
Pennsylvania
$2.26K
HGERS
1135
Householder Group Estate & Retirement Specialist
Arizona
$2.19K +$2.21K +12 New
APC
1136
Aspire Private Capital
North Carolina
$2.18K -$184 -1 -8%
AAP
1137
Arax Advisory Partners
Colorado
$2.09K +$2.21K +12 New
HFM
1138
Harvest Fund Management
China
$2K -$79.3K -431 -98%
TVWM
1139
Tower View Wealth Management
Wisconsin
$2K
SIA
1140
SkyView Investment Advisors
New Jersey
$2K +$368 +2 +18%
AW
1141
Avion Wealth
Texas
$2K +$1.1K +6 +50%
FWA
1142
FSC Wealth Advisors
New York
$1.92K
HCP
1143
Hexagon Capital Partners
Arkansas
$1.92K
LFA
1144
LGT Financial Advisors
Texas
$1.92K +$2.02K +11 New
SGC
1145
Slocum, Gordon & Co
Rhode Island
$1.88K +$1.84K +10 New
FGAM
1146
Financial Gravity Asset Management
Texas
$1.78K -$34.4K -187 -95%
Jones Financial Companies
1147
Jones Financial Companies
Missouri
$1.74K -$11K -60 -86%
OSNBOA
1148
Old Second National Bank of Aurora
Illinois
$1.74K
WWP
1149
WR Wealth Planners
Missouri
$1.74K
CA
1150
Crewe Advisors
Utah
$1.57K -$5.89K -32 -78%

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.