Haleon
About: Haleon is one of the largest consumer health companies in the world. Formed by a combination of consumer health divisions of GSK, Pfizer, and Novartis, Haleon separated from GSK and went public in July 2022. The firm generates 60% of sales from global power brands including Sensodyne, Advil, Centrum, and Poligrip, that play in many geographies and are often leaders in their respective categories. It also has a number of local brands, including Emergen-C, Eno, Tums, and Caltrate, that are more tailored to regional needs and have strong local brand equity. Overall, Haleon's brands tackle a variety of silos within consumer health including oral care, digestive health, pain relief, and nutrition.
Employees: 24,622
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
229% more call options, than puts
Call options by funds: $1.28M | Put options by funds: $389K
50% more funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 3 (+1) [Q1 2025]
4% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 53
6% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 204
1.81% less ownership
Funds ownership: 8.11% [Q4 2024] → 6.29% (-1.81%) [Q1 2025]
2% less funds holding
Funds holding: 598 [Q4 2024] → 586 (-12) [Q1 2025]
16% less capital invested
Capital invested by funds: $7B [Q4 2024] → $5.86B (-$1.15B) [Q1 2025]
Research analyst outlook
We haven’t received any recent analyst ratings for HLN.
Financial journalist opinion
