572 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 143 increasing their positions, 210 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
9.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
143
Reduced
210
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
HT
251
HighTower Trust
Texas
$132K
CD
252
Chapin Davis
Maryland
$132K -$15.1K -1,855 -10%
JFL
253
Jarislowsky, Fraser Ltd
Quebec, Canada
$132K -$22.9K -2,811 -15%
TNA
254
True North Advisors
Texas
$131K -$52.6K -6,467 -29%
CAMG
255
CWA Asset Management Group
Florida
$130K +$1.25K +154 +1%
Lazard Asset Management
256
Lazard Asset Management
New York
$130K -$4.88K -600 -4%
LCM
257
Logan Capital Management
Pennsylvania
$129K
MCM
258
MAI Capital Management
Ohio
$129K +$39.9K +4,898 +45%
CCA
259
Checchi Capital Advisers
California
$129K -$4.38K -538 -3%
MCP
260
Mirador Capital Partners
California
$127K +$374 +46 +0.3%
IRC
261
Investors Research Corp
Georgia
$127K -$2.04K -250 -2%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$125K +$12.6K +1,551 +11%
SS
263
Simplicity Solutions
Minnesota
$125K +$125K +15,300 New
BFG
264
Bleakley Financial Group
New Jersey
$125K +$125K +15,300 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$122K -$9.34K -1,147 -7%
PFP
266
Pinnacle Financial Partners
Tennessee
$121K +$1.97K +242 +2%
KPWS
267
Kestra Private Wealth Services
Texas
$120K +$15.8K +1,940 +15%
HKAM
268
Horizon Kinetics Asset Management
New York
$119K -$10.6K -1,300 -8%
SWP
269
Stratos Wealth Partners
Ohio
$119K -$33K -4,048 -22%
BW
270
Bison Wealth
Georgia
$118K
KA
271
Kovack Advisors
Florida
$117K +$117K +14,422 New
ASN
272
Advisory Services Network
Georgia
$115K +$4.25K +522 +4%
WAG
273
Wallace Advisory Group
California
$114K -$798 -98 -0.7%
Flossbach Von Storch
274
Flossbach Von Storch
Germany
$113K
SIG
275
Stonegate Investment Group
Alabama
$110K -$8.71K -1,070 -7%