564 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
GF
251
Gabelli Funds
New York
$142K +$25K +3,000 +21%
KPWS
252
Kestra Private Wealth Services
Texas
$141K +$20.6K +2,478 +17%
ASN
253
Advisory Services Network
Georgia
$139K +$16.9K +2,031 +14%
AWM
254
Axxcess Wealth Management
California
$139K +$9.71K +1,166 +8%
SMH
255
Sanders Morris Harris
Texas
$138K
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$137K +$1.82K +218 +1%
FTDI
257
First Trust Direct Indexing
Massachusetts
$136K +$8.8K +1,056 +7%
FCCM
258
First City Capital Management
Georgia
$135K -$975 -117 -0.7%
AAS
259
Ameritas Advisory Services
Nebraska
$135K +$3.8K +460 +3%
AMIM
260
Aull & Monroe Investment Management
Alabama
$134K +$1.93K +232 +1%
William Blair & Company
261
William Blair & Company
Illinois
$133K -$42.4K -5,095 -24%
PA
262
Procyon Advisors
Connecticut
$132K +$132K +15,847 New
CAMG
263
CWA Asset Management Group
Florida
$131K -$2.25K -270 -2%
CCA
264
Checchi Capital Advisers
California
$131K -$333 -40 -0.3%
SPC
265
Sigma Planning Corp
Michigan
$130K +$9.72K +1,167 +8%
IRC
266
Investors Research Corp
Georgia
$130K
CD
267
Chapin Davis
Maryland
$129K -$9.96K -1,195 -7%
Bessemer Group
268
Bessemer Group
New Jersey
$126K -$17.4K -2,086 -12%
SC
269
Scotia Capital
Ontario, Canada
$126K +$1.13K +135 +0.9%
SPIA
270
Steward Partners Investment Advisory
New York
$125K +$13.2K +1,585 +12%
CPA
271
Cardiff Park Advisors
California
$125K +$125K +14,961 New
FAIM
272
Financial Advocates Investment Management
Washington
$124K +$11.7K +1,408 +10%
SC
273
Savant Capital
Illinois
$123K +$26.9K +3,230 +28%
HKAM
274
Horizon Kinetics Asset Management
New York
$122K
HSBC Holdings
275
HSBC Holdings
United Kingdom
$122K +$122K +14,588 New