602 hedge funds and large institutions have $7.01B invested in Haleon in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 202 increasing their positions, 173 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+22
Holders Change %
+3.79%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
98
Increased
202
Reduced
173
Closed
67
Calls
$3.53M
Puts
$770K
Net Calls
+$2.76M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
226
Waverly Advisors
Alabama
$298K +$298K +31,281 New
DWT
227
Dorsey & Whitney Trust
South Dakota
$296K +$38K +3,984 +15%
ISL
228
Ingalls & Snyder LLC
New York
$293K -$9.56K -1,000 -3%
LGF
229
LGT Group Foundation
Liechtenstein
$293K +$293K +30,711 New
FFM
230
Forum Financial Management
Illinois
$293K +$100K +10,530 +52%
ATC
231
Argent Trust Co
Tennessee
$285K +$141K +14,809 +98%
DWM
232
Defined Wealth Management
Oregon
$280K +$973 +102 +0.3%
LI
233
Lafayette Investments
Maryland
$278K
SWM
234
Seed Wealth Management
Illinois
$274K
HCMT
235
Highland Capital Management (Tennessee)
Tennessee
$274K -$5.25K -550 -2%
EH
236
Equitable Holdings
New York
$272K -$3.8K -398 -1%
TPCW
237
TD Private Client Wealth
New York
$272K +$23.9K +2,501 +10%
CIA
238
Choate Investment Advisors
Massachusetts
$271K +$20.8K +2,182 +8%
IC
239
IEQ Capital
California
$270K +$38.9K +4,079 +17%
Allspring Global Investments
240
Allspring Global Investments
North Carolina
$269K +$27.6K +2,914 +11%
MFIM
241
Mesirow Financial Investment Management
Illinois
$268K +$137K +14,349 +104%
IAA
242
Independent Advisor Alliance
North Carolina
$261K +$115K +12,044 +79%
QWP
243
Quotient Wealth Partners
Texas
$260K -$62.4K -6,541 -19%
BP
244
Ballentine Partners
Massachusetts
$257K +$39.4K +4,130 +18%
SC
245
Savant Capital
Illinois
$252K +$125K +13,142 +99%
DADC
246
D.A. Davidson & Co
Montana
$249K -$6.82K -715 -3%
HTC
247
Haverford Trust Company
Pennsylvania
$247K +$11.8K +1,233 +5%
ASN
248
Advisory Services Network
Georgia
$246K +$150K +15,769 +157%
CCG
249
Catalina Capital Group
California
$245K +$245K +25,685 New
MWA
250
MN Wealth Advisors
Kansas
$243K -$7.68K -805 -3%