585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
226
Quadrant Capital Group
Ohio
$184K -$149K -18,159 -45%
GRP
227
Global Retirement Partners
California
$183K +$2.7K +318 +1%
DWT
228
Dorsey & Whitney Trust
South Dakota
$182K +$8.16K +992 +5%
LNWTC
229
Laird Norton Wetherby Trust Company
Washington
$180K +$180K +21,828 New
KFGK
230
Keystone Financial Group (Kentucky)
Kentucky
$178K -$1.61K -196 -0.9%
UOC
231
UBS O'Connor
Illinois
$177K -$434K -52,685 -71%
CB
232
Commerce Bank
Missouri
$177K -$12K -1,452 -6%
PS
233
Principal Securities
Iowa
$176K +$176K +21,406 New
FI
234
Fractal Investments
Connecticut
$174K
GLR
235
Great Lakes Retirement
Ohio
$172K -$18.5K -2,252 -10%
Bessemer Group
236
Bessemer Group
New Jersey
$172K +$47.7K +5,789 +38%
ASG
237
Ariston Services Group
California
$172K +$172K +20,897 New
BBW
238
Blue Barn Wealth
Utah
$172K +$11.7K +1,425 +7%
AAM
239
Advisors Asset Management
Colorado
$171K -$86.6K -10,527 -34%
IWM
240
IHT Wealth Management
Illinois
$170K +$12.4K +1,511 +8%
PCS
241
Personal CFO Solutions
New Jersey
$170K +$25.6K +3,115 +18%
MC
242
Moors & Cabot
Massachusetts
$170K -$3.29K -400 -2%
JWM
243
Janiczek Wealth Management
Colorado
$169K +$8.31K +1,010 +5%
Baird Financial Group
244
Baird Financial Group
Wisconsin
$168K +$15.3K +1,865 +10%
AC
245
AlphaCore Capital
California
$168K
FFM
246
Forum Financial Management
Illinois
$165K +$68.5K +8,322 +71%
PA
247
Procyon Advisors
Connecticut
$164K +$33.8K +4,105 +26%
EI
248
Ellevest Inc
New York
$156K +$156K +18,896 New
SMA
249
Seven Mile Advisory
New Jersey
$155K +$37.9K +4,607 +32%
AWM
250
Axxcess Wealth Management
California
$155K +$17.7K +2,156 +13%