573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
JWM
226
Janiczek Wealth Management
Colorado
$167K -$947 -113 -0.6%
CFM
227
Capricorn Fund Managers
United Kingdom
$166K +$166K +19,841 New
BBW
228
Blue Barn Wealth
Utah
$166K -$327 -39 -0.2%
LNC
229
Lincoln National Corp
Pennsylvania
$163K +$57.1K +6,811 +54%
CG
230
Caprock Group
Idaho
$162K +$7.65K +913 +5%
FDCDDQ
231
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$49K -5,842 -23%
MAM
232
Marotta Asset Management
Virginia
$159K +$159K +18,926 New
WSTAM
233
Wilbanks Smith & Thomas Asset Management
Virginia
$156K -$5.03K -600 -3%
IWM
234
IHT Wealth Management
Illinois
$151K -$11.1K -1,322 -7%
SWP
235
Stratos Wealth Partners
Ohio
$147K +$24.4K +2,917 +20%
Capstone Investment Advisors
236
Capstone Investment Advisors
New York
$147K +$147K +17,506 New
CWM
237
Cornerstone Wealth Management
Missouri
$145K -$7.01K -836 -5%
Bessemer Group
238
Bessemer Group
New Jersey
$143K +$6.98K +837 +5%
CD
239
Chapin Davis
Maryland
$140K +$3.98K +475 +3%
BB
240
Busey Bank
Illinois
$140K +$1.27K +151 +0.9%
CB
241
Commerce Bank
Missouri
$140K -$43.9K -5,242 -24%
SW
242
SVB Wealth
Massachusetts
$137K -$4.98K -594 -4%
SMH
243
Sanders Morris Harris
Texas
$137K +$137K +16,700 New
FCCM
244
First City Capital Management
Georgia
$137K -$54.2K -6,466 -28%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$136K -$6.62K -790 -5%
OSAM
246
O'Shaughnessy Asset Management
Connecticut
$136K +$7.56K +902 +6%
CAMG
247
CWA Asset Management Group
Florida
$134K +$587 +70 +0.4%
Lazard Asset Management
248
Lazard Asset Management
New York
$134K
AMIM
249
Aull & Monroe Investment Management
Alabama
$133K -$3.8K -453 -3%
CCA
250
Checchi Capital Advisers
California
$132K -$687 -82 -0.5%