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Haleon
HLN

547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0% → 3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
–
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
–
Reduced
–
Closed
–
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$475M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
3
ClearBridge Investments
ClearBridge Investments
New York
+$127M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$125M
5
SC
Sessa Capital
New York
+$110M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$90K +$96.4K +14,891 New
JIC
277
Johnson Investment Counsel
Ohio
$89K +$94.5K +14,603 New
BC
278
Barrett & Company
Rhode Island
$88.3K +$71.5K +11,041 New
BS
279
Boenning & Scattergood
Pennsylvania
$86K +$90.9K +14,050 New
Flossbach Von Storch
280
Flossbach Von Storch
Germany
$85K +$89.9K +13,885 New
MCM
281
MAI Capital Management
Ohio
$85K +$90.1K +13,920 New
DWM
282
Dakota Wealth Management
Florida
$85K +$90.5K +13,983 New
BAM
283
Brave Asset Management
New Jersey
$85K +$90.6K +14,000 New
BW
284
Bison Wealth
Georgia
$85K +$90.7K +14,015 New
CPA
285
Cardiff Park Advisors
California
$84K +$89.1K +13,760 New
MCC
286
Money Concepts Capital
Florida
$84K +$89.1K +13,772 New
HNWAG
287
High Net Worth Advisory Group
Florida
$83K +$88.3K +13,638 New
JWM
288
Janiczek Wealth Management
Colorado
$83K +$90.3K +13,958 New
KLCM
289
KG&L Capital Management
Louisiana
$82K +$87.2K +13,471 New
EHC
290
Everett Harris & Co
California
$82K +$87.5K +13,515 New
EM
291
Excalibur Management
Massachusetts
$81K +$85.8K +13,258 New
WPC
292
Waters Parkerson & Co
Louisiana
$80K +$85K +13,129 New
EWA
293
EP Wealth Advisors
California
$80K +$85.2K +13,160 New
ONB
294
Old National Bancorp
Indiana
$79K +$83.5K +12,906 New
TWM
295
Thrive Wealth Management
Pennsylvania
$79K +$83.7K +12,930 New
AWM
296
Axxcess Wealth Management
California
$79K +$83.9K +12,965 New
AMCA
297
Arthur M. Cohen & Associates
Illinois
$79K +$84.1K +13,000 New
CF
298
Centaurus Financial
California
$78K +$82.9K +12,810 New
MCM
299
Marathon Capital Management
Maryland
$78K +$83K +12,823 New
RIG
300
Roosevelt Investment Group
New York
$78K +$83.2K +12,861 New
10 11
12
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HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.