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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
MHC
251
Meyer Handelman Company
New York
$143K -$65.6K -9,638 -35%
KWM
252
Kingsview Wealth Management
Oregon
$142K -$14.2K -2,080 -11%
WCM
253
Washington Capital Management
Washington
$141K -$5.04K -740 -4%
HIM
254
Hotaling Investment Management
Pennsylvania
$140K +$119K +17,500 New
CB
255
Commerce Bank
Missouri
$138K -$21.7K -3,189 -16%
GF
256
Gabelli Funds
New York
$137K -$7.49K -1,100 -6%
HT
257
HighTower Trust
Texas
$136K +$226K +33,150 New
AWM
258
Axxcess Wealth Management
California
$135K +$26.9K +3,948 +30%
BB
259
Busey Bank
Illinois
$133K -$2.58K -379 -2%
AMIM
260
Aull & Monroe Investment Management
Alabama
$132K -$2.36K -347 -2%
Lazard Asset Management
261
Lazard Asset Management
New York
$132K -$114K -16,800 -50%
CCA
262
Checchi Capital Advisers
California
$131K -$708 -104 -0.6%
BBA
263
BLB&B Advisors
Pennsylvania
$130K +$110K +16,203 New
FHA
264
Flagship Harbor Advisors
Massachusetts
$129K -$2.68K -394 -2%
MNBTD
265
Moody National Bank Trust Division
Texas
$128K +$108K +15,919 New
HKAM
266
Horizon Kinetics Asset Management
New York
$128K +$109K +15,973 New
LCM
267
Logan Capital Management
Pennsylvania
$127K +$108K +15,880 New
CAMG
268
CWA Asset Management Group
Florida
$127K -$1.86K -274 -2%
IRC
269
Investors Research Corp
Georgia
$126K -$851 -125 -0.8%
CIBC World Market
270
CIBC World Market
Ontario, Canada
$126K -$26K -3,819 -20%
ACA
271
Anchor Capital Advisors
Massachusetts
$125K
MCP
272
Mirador Capital Partners
California
$124K +$106K +15,532 New
LSAG
273
Lake Street Advisors Group
New Hampshire
$121K -$167K -24,472 -62%
CYG
274
Clean Yield Group
Vermont
$121K -$263K -38,688 -72%
FCH
275
Freestone Capital Holdings
Washington
$120K -$202K -29,662 -66%