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L3Harris

607 hedge funds and large institutions have $10.8B invested in L3Harris in 2016 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 188 increasing their positions, 205 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

790% more call options, than puts

Call options by funds: $48.7M | Put options by funds: $5.47M

242% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 31

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

12% more funds holding

Funds holding: 541607 (+66)

11% more capital invested

Capital invested by funds: $9.73B → $10.8B (+$1.04B)

8% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 205

1.76% less ownership

Funds ownership: 86.37%84.61% (-1.8%)

Holders
607
Holders Change
+66
Holders Change %
+12.2%
% of All Funds
15.18%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.2%
New
106
Increased
188
Reduced
205
Closed
31
Calls
$48.7M
Puts
$5.47M
Net Calls
+$43.2M
Net Calls Change
+$34.4M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.36B +$12.5M +126,079 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.32B +$46M +465,634 +4%
Boston Partners
3
Boston Partners
Massachusetts
$731M -$31M -313,719 -4%
Wells Fargo
4
Wells Fargo
California
$726M -$723K -7,314 -0.1%
State Street
5
State Street
Massachusetts
$502M +$7.57M +76,567 +2%
BIT
6
BlackRock Institutional Trust
California
$346M +$15M +151,982 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$243M +$7.8M +78,841 +3%
BFA
8
BlackRock Fund Advisors
California
$241M +$19.6M +198,433 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$204M -$97.1M -982,008 -33%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$171M +$37.7M +381,431 +30%
WRF
11
Waddell & Reed Financial
Kansas
$143M -$63.8M -644,970 -32%
Artisan Partners
12
Artisan Partners
Wisconsin
$141M +$55.5M +560,990 +69%
BAM
13
Burgundy Asset Management
Ontario, Canada
$137M -$83.4M -843,114 -39%
Northern Trust
14
Northern Trust
Illinois
$123M -$6.74M -68,169 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$117M +$2.22M +22,413 +2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$115M +$5.82M +58,818 +6%
JP
17
Jana Partners
New York
$113M -$130M -1,316,976 -54%
Goldman Sachs
18
Goldman Sachs
New York
$110M +$58.5M +591,521 +122%
BG
19
BlackRock Group
United Kingdom
$110M +$3.9M +39,478 +4%
LSV Asset Management
20
LSV Asset Management
Illinois
$107M -$27.5M -277,752 -21%
Norges Bank
21
Norges Bank
Norway
$98.2M +$314K +3,171 +0.3%
Fidelity International
22
Fidelity International
Bermuda
$96.8M -$50.8M -513,476 -35%
CRM
23
Cramer Rosenthal McGlynn
Connecticut
$70.1M +$45.8M +462,980 +210%
Renaissance Technologies
24
Renaissance Technologies
New York
$68.8M +$9.73M +98,400 +17%
DAC
25
Dividend Assets Capital
South Carolina
$68.4M -$24M -242,819 -27%

LHX Hedge Fund Activity: Q4 2016 in Review

607 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in L3Harris (LHX) for Q4 2016, worth a combined $10.8B — up 11% from $9.73B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new LHX positions and 31 closed out — a net gain of 75 holders — while 188 added to existing stakes and 205 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $58.5M. The largest seller was Jana Partners, cutting an estimated $130M.

  • 607 institutional investors held L3Harris (LHX) as of Q4 2016, up from 541 in Q3 2016.
  • Funds reported $10.8B of L3Harris stock for Q4 2016, up 11% quarter-over-quarter.
  • 106 funds opened new L3Harris positions in Q4 2016 and 31 closed out, a net change of +75 holders.
  • The largest L3Harris buyer in Q4 2016 was Goldman Sachs, an estimated $58.5M added.
  • The largest L3Harris seller in Q4 2016 was Jana Partners, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2016.