585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
251
Carson Wealth (CWM LLC)
Nebraska
$153K +$17.7K +2,156 +13%
SWP
252
Stratos Wealth Partners
Ohio
$153K +$807 +98 +0.5%
RCA
253
Resonant Capital Advisors
Wisconsin
$152K -$15.5K -1,886 -9%
MAM
254
Marotta Asset Management
Virginia
$151K -$1.68K -204 -1%
HSBC Holdings
255
HSBC Holdings
United Kingdom
$150K +$30.2K +3,667 +25%
RP
256
Riverbridge Partners
Minnesota
$149K +$149K +18,127 New
DI
257
DFPG Investments
Utah
$149K -$12.9K -1,549 -8%
ATC
258
Argent Trust Co
Tennessee
$148K -$35.6K -4,322 -19%
LNC
259
Lincoln National Corp
Pennsylvania
$147K -$379 -46 -0.3%
EWA
260
EP Wealth Advisors
California
$147K -$13.4K -1,629 -8%
FAIM
261
Financial Advocates Investment Management
Washington
$145K +$22.6K +2,743 +18%
MFIM
262
Mesirow Financial Investment Management
Illinois
$145K +$145K +17,579 New
BP
263
Ballentine Partners
Massachusetts
$144K -$29.4K -3,574 -17%
AWM
264
Apollon Wealth Management
South Carolina
$143K +$43.8K +5,327 +44%
KPWS
265
Kestra Private Wealth Services
Texas
$141K +$1.5K +182 +1%
LFA
266
Legacy Financial Advisors
Kentucky
$141K +$25K +3,041 +22%
GF
267
Gabelli Funds
New York
$140K
WSTAM
268
Wilbanks Smith & Thomas Asset Management
Virginia
$140K -$7.04K -855 -5%
SMH
269
Sanders Morris Harris
Texas
$138K -$6.05K -700 -4%
LFAS
270
Level Four Advisory Services
Texas
$138K -$14.2K -1,725 -9%
National Bank of Canada
271
National Bank of Canada
Quebec, Canada
$137K -$22.9K -2,785 -14%
FHA
272
Flagship Harbor Advisors
Massachusetts
$136K +$17.9K +2,171 +15%
CWM
273
Cornerstone Wealth Management
Missouri
$135K -$200K -24,297 -60%
CAMG
274
CWA Asset Management Group
Florida
$132K +$1.82K +221 +1%
IAA
275
Independent Advisor Alliance
North Carolina
$129K +$129K +15,653 New