593 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
70
Increased
197
Reduced
182
Closed
51
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Shares
Change %
WT
226
Whittier Trust
California
$230K -$1.79K -211 -0.8%
CIA
227
Choate Investment Advisors
Massachusetts
$228K -$16K -1,890 -7%
BWM
228
Baron Wealth Management
Michigan
$227K
SWM
229
Seed Wealth Management
Illinois
$226K -$16.7K -2,000 -7%
OC
230
Oppenheimer & Co
New York
$226K -$27.9K -3,284 -11%
BBW
231
Blue Barn Wealth
Utah
$224K +$46.8K +5,516 +26%
FAIM
232
Financial Advocates Investment Management
Washington
$224K +$74.3K +8,756 +50%
FTDI
233
First Trust Direct Indexing
Massachusetts
$219K -$13K -1,528 -6%
AWM
234
Apollon Wealth Management
South Carolina
$219K +$71.7K +8,442 +49%
IWM
235
IHT Wealth Management
Illinois
$219K +$43.3K +5,106 +25%
OPA
236
Old Port Advisors
Maine
$217K -$25.1K -2,958 -10%
HTC
237
Haverford Trust Company
Pennsylvania
$208K -$131K -15,396 -39%
TRCT
238
Tower Research Capital (TRC)
New York
$201K +$156K +18,317 +339%
AAS
239
Avantax Advisory Services
Texas
$199K -$40.4K -4,756 -17%
LSAG
240
Lake Street Advisors Group
New Hampshire
$198K -$72.2K -8,362 -27%
PCS
241
Personal CFO Solutions
New Jersey
$196K +$21.3K +2,513 +12%
SWS
242
SYSTM Wealth Solutions
Illinois
$194K +$122K +14,321 +168%
DAS
243
Diversify Advisory Services
Utah
$192K +$192K +22,982 New
EWA
244
EP Wealth Advisors
California
$192K +$39.7K +4,679 +26%
GRP
245
Global Retirement Partners
California
$190K +$6.61K +778 +4%
BL
246
Balentine LLC
Georgia
$189K -$5.34K -629 -3%
MCM
247
Mengis Capital Management
Oregon
$189K +$189K +22,208 New
LNWTC
248
Laird Norton Wetherby Trust Company
Washington
$188K
Bessemer Group
249
Bessemer Group
New Jersey
$187K +$9.13K +1,071 +5%
AT
250
Arden Trust
Delaware
$186K -$345K -40,665 -65%