564 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
DWT
226
Dorsey & Whitney Trust
South Dakota
$175K +$62.1K +7,449 +55%
MC
227
Moors & Cabot
Massachusetts
$175K -$8.25K -990 -5%
SCA
228
Snowden Capital Advisors
New York
$171K -$512K -61,420 -75%
RCA
229
Resonant Capital Advisors
Wisconsin
$170K +$1.21K +144 +0.7%
AC
230
AlphaCore Capital
California
$170K
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$168K +$33.3K +3,996 +25%
NA
232
NewEdge Advisors
Louisiana
$165K +$36.8K +4,423 +29%
JWM
233
Janiczek Wealth Management
Colorado
$163K -$2.66K -319 -2%
JF
234
Jump Financial
Illinois
$163K +$163K +19,593 New
EWA
235
EP Wealth Advisors
California
$163K +$30.6K +3,668 +23%
BBW
236
Blue Barn Wealth
Utah
$162K -$3.17K -380 -2%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$161K -$125K -15,123 -44%
IWM
238
IHT Wealth Management
Illinois
$159K +$9.35K +1,122 +6%
DI
239
DFPG Investments
Utah
$157K -$150K -18,592 -49%
MAM
240
Marotta Asset Management
Virginia
$155K -$2.72K -327 -2%
Baird Financial Group
241
Baird Financial Group
Wisconsin
$155K -$34.7K -4,165 -18%
LFAS
242
Level Four Advisory Services
Texas
$154K -$21.8K -2,620 -12%
SWP
243
Stratos Wealth Partners
Ohio
$154K +$7.96K +956 +5%
CS
244
Comerica Securities
Michigan
$151K +$34K +4,057 +29%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K -$8.66K -1,039 -5%
KWM
246
Kingsview Wealth Management
Oregon
$150K -$18.3K -2,191 -11%
LNC
247
Lincoln National Corp
Pennsylvania
$150K -$12.5K -1,500 -8%
WSTAM
248
Wilbanks Smith & Thomas Asset Management
Virginia
$148K -$6.62K -795 -4%
PCS
249
Personal CFO Solutions
New Jersey
$146K +$41.9K +5,028 +40%
CA
250
Cetera Advisors
Colorado
$144K +$14.3K +1,711 +11%