Jim Simons
HLN icon

Jim Simons’s Haleon HLN Stock Holding History

Jim Simons’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,434,399
Closed -$12.9M – 3447
2025
Q3 		$12.9M Sell
1,434,399
-6,352,300
-82% -$61.2M 0.02% 957
2025
Q2 		$80.7M Buy
7,786,699
+6,547,000
+528% +$69.1M 0.11% 205
2025
Q1 		$12.8M Buy
1,239,699
+626,600
+102% +$6.17M 0.02% 876
2024
Q4 		$5.85M Sell
613,099
-448,300
-42% -$4.39M 0.01% 1343
2024
Q3 		$11.2M Sell
1,061,399
-239,300
-18% -$2.31M 0.02% 984
2024
Q2 		$10.7M Sell
1,300,699
-1,021,525
-44% -$8.54M 0.02% 885
2024
Q1 		$19.7M Sell
2,322,224
-1,514,700
-39% -$12.7M 0.03% 644
2023
Q4 		$31.6M Buy
3,836,924
+692,400
+22% +$5.71M 0.05% 435
2023
Q3 		$26.2M Sell
3,144,524
-264,897
-8% -$2.21M 0.04% 460
2023
Q2 		$28.6M Sell
3,409,421
-286,100
-8% -$2.44M 0.04% 510
2023
Q1 		$30.1M Buy
3,695,521
+302,900
+9% +$2.41M 0.04% 529
2022
Q4 		$27.1M Buy
3,392,621
+819,500
+32% +$5.58M 0.04% 576
2022
Q3 		$15.7M Buy
+2,573,121
New +$16.7M 0.02% 796

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
SC
Sculptor Capital New York $9.61B AUM 27.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jim Simons's HLN Position: Q4 2025 in Review

Jim Simons sold out of Haleon (HLN) in Q4 2025, closing a stake of 1,434,399 shares — an estimated $12.9M sold.

Jim Simons first reported a position in HLN in Q3 2022 and held it in 13 quarters. The position peaked at $80.7M in Q2 2025. 609 funds tracked by Wall St. Rank hold HLN as of Q4 2025.

  • Jim Simons reported no remaining Haleon position as of Q4 2025 after selling out during the quarter.
  • Jim Simons sold 1,434,399 Haleon shares in Q4 2025, an estimated $12.9M.
  • Jim Simons first reported a position in Haleon in Q3 2022 and held it in 13 quarters.
  • Jim Simons's Haleon position peaked at $80.7M in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Haleon as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.