We are live on ! Find out more

619 hedge funds and large institutions have $5.68B invested in Haleon in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $518K | Put options by funds: $115K

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

2% more funds holding

Funds holding: 608619 (+11)

0.04% more ownership

Funds ownership: 12.72%12.75% (+0.04%)

2% less capital invested

Capital invested by funds: $5.79B → $5.68B (-$109M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
619
Holders Change
+11
Holders Change %
+1.81%
% of All Funds
7.62%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
87
Increased
213
Reduced
177
Closed
63
Calls
$518K
Puts
$115K
Net Calls
+$403K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
USCWA
226
U.S. Capital Wealth Advisors
Texas
$394K +$26.8K +2,573 +7%
Luther King Capital Management (LKCM)
227
Luther King Capital Management (LKCM)
Texas
$393K -$146K -14,033 -26%
AGC
228
Aspen Grove Capital
Colorado
$385K +$24.1K +2,315 +6%
EC
229
EntryPoint Capital
New York
$379K +$394K +37,899 New
UCFA
230
United Capital Financial Advisors
Texas
$378K -$8.94K -859 -2%
AAM
231
Auxier Asset Management
Oregon
$369K -$2.08K -200 -0.5%
SS
232
SBI Securities
Japan
$365K +$2.93K +282 +0.8%
SMH
233
Sanders Morris Harris
Texas
$360K +$375K +36,000 New
KCM
234
Kathmere Capital Management
Pennsylvania
$349K -$91.6K -8,805 -20%
LCWP
235
Legacy Capital Wealth Partners
Arkansas
$349K -$4.74K -456 -1%
SAM
236
Smartleaf Asset Management
Massachusetts
$337K +$8.94K +859 +3%
IAS
237
Insigneo Advisory Services
Florida
$337K +$13.6K +1,309 +4%
MIM
238
Martin Investment Management
Florida
$332K -$95.5K -9,175 -22%
VCM
239
Versant Capital Management
Arizona
$331K +$78.8K +7,574 +30%
BAM
240
Blueshift Asset Management
New Jersey
$330K +$343K +32,950 New
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$328K -$322K -30,920 -49%
DT
242
Diversified Trust
Tennessee
$322K -$7.58K -729 -2%
RCA
243
Resonant Capital Advisors
Wisconsin
$319K +$56.5K +5,428 +21%
ASN
244
Advisory Services Network
Georgia
$314K +$5.32K +511 +2%
OCA
245
OpenArc Corporate Advisory
Georgia
$312K +$92.5K +8,894 +40%
MGWM
246
Marks Group Wealth Management
Minnesota
$308K -$3.64K -350 -1%
SW
247
Simplicity Wealth
New Jersey
$306K -$142K -13,608 -31%
IAA
248
Independent Advisor Alliance
North Carolina
$304K -$57K -5,475 -15%
PA
249
Parallel Advisors
California
$303K +$53.4K +5,134 +20%
BFG
250
Bleakley Financial Group
New Jersey
$300K +$30.8K +2,964 +11%