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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
226
HighPoint Advisor Group
Illinois
$231K -$303K -36,305 -56%
WT
227
Whittier Trust
California
$230K -$1.76K -211 -0.8%
CIA
228
Choate Investment Advisors
Massachusetts
$228K -$15.8K -1,890 -7%
BWM
229
Baron Wealth Management
Michigan
$227K
SWM
230
Seed Wealth Management
Illinois
$226K -$16.7K -2,000 -7%
OC
231
Oppenheimer & Co
New York
$226K -$27.4K -3,284 -11%
BBW
232
Blue Barn Wealth
Utah
$224K +$46.1K +5,516 +26%
FAIM
233
Financial Advocates Investment Management
Washington
$224K +$73.2K +8,756 +50%
FTDI
234
First Trust Direct Indexing
Massachusetts
$219K -$12.8K -1,528 -6%
AWM
235
Apollon Wealth Management
South Carolina
$219K +$70.6K +8,442 +49%
IWM
236
IHT Wealth Management
Illinois
$219K +$42.7K +5,106 +25%
OPA
237
Old Port Advisors
Maine
$217K -$24.7K -2,958 -10%
HTC
238
Haverford Trust Company
Pennsylvania
$208K -$129K -15,396 -39%
TRCT
239
Tower Research Capital (TRC)
New York
$201K +$153K +18,317 +339%
AAS
240
Avantax Advisory Services
Texas
$199K -$39.8K -4,756 -17%
LSAG
241
Lake Street Advisors Group
New Hampshire
$198K -$69.9K -8,362 -27%
PCS
242
Personal CFO Solutions
New Jersey
$196K +$21K +2,513 +12%
SWS
243
SYSTM Wealth Solutions
Illinois
$194K +$120K +14,321 +168%
DAS
244
Diversify Advisory Services
Utah
$192K +$192K +22,982 New
EWA
245
EP Wealth Advisors
California
$192K +$39.1K +4,679 +26%
GRP
246
Global Retirement Partners
California
$190K +$6.5K +778 +4%
BL
247
Balentine LLC
Georgia
$189K -$5.26K -629 -3%
MCM
248
Mengis Capital Management
Oregon
$189K +$186K +22,208 New
LNWTC
249
Laird Norton Wetherby Trust Company
Washington
$188K
Bessemer Group
250
Bessemer Group
New Jersey
$187K +$8.95K +1,071 +5%

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.