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Haleon
HLN

568 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, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
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
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 +$1.81K +218 +1%
FTDI
257
First Trust Direct Indexing
Massachusetts
$136K +$8.79K +1,056 +7%
FCCM
258
First City Capital Management
Georgia
$135K -$974 -117 -0.7%
AAS
259
Ameritas Advisory Services
Nebraska
$135K +$3.83K +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 -$9.95K -1,195 -7%
Bessemer Group
268
Bessemer Group
New Jersey
$126K -$17.4K -2,086 -12%
SC
269
Scotia Capital
Ontario, Canada
$126K +$1.12K +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 +$121K +14,588 New
9 10
11
12 13

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.