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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
226
LSV Asset Management
Illinois
$166K – – –
SPC
227
Sigma Planning Corp
Michigan
$164K -$42.9K -5,387 -21%
QCG
228
Quadrant Capital Group
Ohio
$162K -$3.17K -398 -2%
BBW
229
Blue Barn Wealth
Utah
$162K -$2.71K -340 -2%
QT
230
Quantbot Technologies
New York
$160K +$157K +19,698 New
LCWP
231
Legacy Capital Wealth Partners
Arkansas
$159K +$156K +19,546 New
IWM
232
IHT Wealth Management
Illinois
$157K -$12K -1,503 -7%
SSA
233
Schonfeld Strategic Advisors
New York
$157K +$154K +19,300 New
WSTAM
234
Wilbanks Smith & Thomas Asset Management
Virginia
$156K +$4.78K +600 +3%
CG
235
Caprock Group
Idaho
$150K +$54.6K +6,845 +59%
CWM
236
Cornerstone Wealth Management
Missouri
$148K +$145K +18,165 New
TPCW
237
TD Private Client Wealth
New York
$146K +$34.3K +4,305 +32%
Carson Wealth (CWM LLC)
238
Carson Wealth (CWM LLC)
Nebraska
$139K +$19K +2,389 +16%
GF
239
Gabelli Funds
New York
$138K -$797 -100 -0.6%
DWM
240
Drive Wealth Management
Utah
$138K -$17.9K -2,246 -12%
KWM
241
Kingsview Wealth Management
Oregon
$138K -$5.92K -743 -4%
SW
242
SVB Wealth
Massachusetts
$138K -$8.59K -1,077 -6%
AWM
243
Axxcess Wealth Management
California
$138K – – –
SPIA
244
Steward Partners Investment Advisory
New York
$138K -$25.1K -3,155 -16%
WCM
245
Washington Capital Management
Washington
$137K -$6.38K -800 -5%
First Manhattan
246
First Manhattan
New York
$137K -$8.74K -1,096 -6%
BPA
247
Beacon Pointe Advisors
California
$136K +$26.8K +3,367 +25%
BB
248
Busey Bank
Illinois
$135K -$239 -30 -0.2%
Bessemer Group
249
Bessemer Group
New Jersey
$134K -$16.7K -2,093 -11%
AMIM
250
Aull & Monroe Investment Management
Alabama
$133K -$1.59K -200 -1%
8 9
10
11 12

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.