We are live on ! Find out more
HLN icon

Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HT
251
HighTower Trust
Texas
$132K – – –
CD
252
Chapin Davis
Maryland
$132K -$14.8K -1,855 -10%
JFL
253
Jarislowsky, Fraser Ltd
Quebec, Canada
$132K -$22.4K -2,811 -15%
TNA
254
True North Advisors
Texas
$131K -$51.5K -6,467 -29%
CAMG
255
CWA Asset Management Group
Florida
$130K +$1.23K +154 +1%
Lazard Asset Management
256
Lazard Asset Management
New York
$130K -$4.78K -600 -4%
LCM
257
Logan Capital Management
Pennsylvania
$129K – – –
MCM
258
MAI Capital Management
Ohio
$129K +$39K +4,898 +45%
CCA
259
Checchi Capital Advisers
California
$129K -$4.29K -538 -3%
MCP
260
Mirador Capital Partners
California
$127K +$367 +46 +0.3%
IRC
261
Investors Research Corp
Georgia
$127K -$1.99K -250 -2%
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$125K +$12.4K +1,551 +11%
BFG
263
Bleakley Financial Group
New Jersey
$125K +$122K +15,300 New
SS
264
Simplicity Solutions
Minnesota
$125K +$122K +15,300 New
FHA
265
Flagship Harbor Advisors
Massachusetts
$122K -$9.14K -1,147 -7%
PFPT
266
Pinnacle Financial Partners (Tennessee)
Tennessee
$121K +$1.93K +242 +2%
KPWS
267
Kestra Private Wealth Services
Texas
$120K +$15.5K +1,940 +15%
HKAM
268
Horizon Kinetics Asset Management
New York
$119K -$10.4K -1,300 -8%
SWP
269
Stratos Wealth Partners
Ohio
$119K -$32.3K -4,048 -22%
BW
270
Bison Wealth
Georgia
$118K – – –
KA
271
Kovack Advisors
Florida
$117K +$115K +14,422 New
ASN
272
Advisory Services Network
Georgia
$115K +$4.16K +522 +4%
WAG
273
Wallace Advisory Group
California
$114K -$781 -98 -0.7%
Flossbach Von Storch
274
Flossbach Von Storch
Germany
$113K – – –
SIG
275
Stonegate Investment Group
Alabama
$110K -$8.53K -1,070 -7%
9 10
11
12 13

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.