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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
AT
251
Arden Trust
Delaware
$186K -$340K -40,665 -65%
CFM
252
Coronation Fund Managers
South Africa
$185K -$1.78M -213,122 -91%
EIC
253
Equity Investment Corp
Georgia
$185K -$23.1K -2,758 -11%
DWT
254
Dorsey & Whitney Trust
South Dakota
$183K -$3.71K -444 -2%
KFGK
255
Keystone Financial Group (Kentucky)
Kentucky
$183K -$1.29K -154 -0.7%
FI
256
Fractal Investments
Connecticut
$179K
ASG
257
Ariston Services Group
California
$177K
NA
258
NewEdge Advisors
Louisiana
$176K -$48.3K -5,778 -22%
JWM
259
Janiczek Wealth Management
Colorado
$175K +$460 +55 +0.3%
GLR
260
Great Lakes Retirement
Ohio
$174K -$3.3K -395 -2%
PPC
261
Park Place Capital
Alabama
$174K -$56.8K -6,797 -25%
VFA
262
Valeo Financial Advisors
Indiana
$174K -$54.8K -6,555 -24%
AC
263
AlphaCore Capital
California
$173K
AWA
264
Aaron Wealth Advisors
Illinois
$173K +$171K +20,405 New
SL
265
Summitry LLC
California
$171K +$168K +20,133 New
FFM
266
Forum Financial Management
Illinois
$170K
MC
267
Moors & Cabot
Massachusetts
$170K -$5.01K -600 -3%
FW
268
FirstPurpose Wealth
Utah
$170K +$44.3K +5,301 +34%
AAM
269
Advisors Asset Management
Colorado
$169K -$7.26K -869 -4%
PI
270
PFG Investments
New York
$168K +$166K +19,841 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$167K +$8.49K +1,016 +5%
LFA
272
Legacy Financial Advisors
Kentucky
$162K +$17K +2,030 +12%
BTI
273
Blue Trust Inc
Georgia
$161K +$48.6K +5,811 +44%
RCA
274
Resonant Capital Advisors
Wisconsin
$159K +$426 +51 +0.3%
SMA
275
Seven Mile Advisory
New Jersey
$157K -$3.1K -371 -2%

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.