We are live on ! Find out more
HLN icon

Haleon
HLN

568 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, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
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
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
226
Dorsey & Whitney Trust
South Dakota
$175K +$62K +7,449 +55%
MC
227
Moors & Cabot
Massachusetts
$175K -$8.24K -990 -5%
SCA
228
Snowden Capital Advisors
New York
$171K -$511K -61,420 -75%
RCA
229
Resonant Capital Advisors
Wisconsin
$170K +$1.2K +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 +$30.5K +3,668 +23%
BBW
236
Blue Barn Wealth
Utah
$162K -$3.16K -380 -2%
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$161K -$126K -15,123 -44%
IWM
238
IHT Wealth Management
Illinois
$159K +$9.34K +1,122 +6%
DI
239
DFPG Investments
Utah
$157K -$155K -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 +$33.8K +4,057 +29%
FDCDDQ
245
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150K -$8.65K -1,039 -5%
KWM
246
Kingsview Wealth Management
Oregon
$150K -$18.2K -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 +$14.2K +1,711 +11%
8 9
10
11 12

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.