580 hedge funds and large institutions have $5.45B invested in Haleon in 2024 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 180 increasing their positions, 196 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
580
Holders Change
+10
Holders Change %
+1.75%
% of All Funds
8.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
71
Increased
180
Reduced
196
Closed
52
Calls
$1.84M
Puts
$180K
Net Calls
+$1.66M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
226
Seed Wealth Management
Illinois
$304K -$4.23K -400 -1%
CC
227
Callan Capital
California
$295K +$120K +11,309 +68%
LCWP
228
Legacy Capital Wealth Partners
Arkansas
$288K -$43.1K -4,077 -13%
DWT
229
Dorsey & Whitney Trust
South Dakota
$286K +$15.3K +1,448 +6%
EWA
230
EP Wealth Advisors
California
$285K +$72.7K +6,872 +34%
DADC
231
D.A. Davidson & Co
Montana
$284K -$16.1K -1,521 -5%
MWA
232
MN Wealth Advisors
Kansas
$279K -$15.9K -1,503 -5%
CIA
233
Choate Investment Advisors
Massachusetts
$278K
WT
234
Whittier Trust
California
$275K
RWM
235
Ritholtz Wealth Management
New York
$275K +$275K +25,965 New
TPCW
236
TD Private Client Wealth
New York
$275K -$719 -68 -0.3%
Allspring Global Investments
237
Allspring Global Investments
North Carolina
$270K +$83.1K +7,856 +44%
PI
238
PFG Investments
New York
$266K +$5.18K +490 +2%
CAC
239
Cowen and Company
New York
$265K +$265K +25,000 New
CA
240
Clearstead Advisors
Ohio
$264K -$16K -1,513 -6%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$264K +$31.7K +2,996 +14%
GFS
242
GYL Financial Synergies
Connecticut
$262K -$184K -17,398 -41%
HTC
243
Haverford Trust Company
Pennsylvania
$260K -$307 -29 -0.1%
CCM
244
Coldstream Capital Management
Washington
$257K -$30K -2,837 -10%
IC
245
IEQ Capital
California
$256K +$110K +10,431 +76%
BP
246
Ballentine Partners
Massachusetts
$242K +$83.8K +7,918 +53%
IWA
247
Icon Wealth Advisors
Texas
$240K -$125K -11,781 -34%
OC
248
Oppenheimer & Co
New York
$239K -$973 -92 -0.4%
AFG
249
Atomi Financial Group
New York
$238K +$77.6K +7,330 +48%
LSAG
250
Lake Street Advisors Group
New Hampshire
$237K +$12.1K +1,143 +5%