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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
276
EverSource Wealth Advisors
Alabama
$109K -$749 -94 -0.7%
AWM
277
Apollon Wealth Management
South Carolina
$109K +$10.6K +1,332 +11%
FAIM
278
Financial Advocates Investment Management
Washington
$108K +$5.72K +718 +6%
Thrivent Financial for Lutherans
279
Thrivent Financial for Lutherans
Minnesota
$108K +$106K +13,346 New
HSBC Holdings
280
HSBC Holdings
United Kingdom
$108K +$105K +13,221 New
CIBC World Market
281
CIBC World Market
Ontario, Canada
$106K -$21.7K -2,718 -17%
JIC
282
Johnson Investment Counsel
Ohio
$106K -$13.4K -1,679 -11%
AMCA
283
Arthur M. Cohen & Associates
Illinois
$106K – – –
SC
284
Shay Capital
New York
$106K +$104K +13,000 New
TWM
285
Thrive Wealth Management
Pennsylvania
$106K +$773 +97 +0.8%
DWT
286
Dorsey & Whitney Trust
South Dakota
$106K +$103K +12,982 New
EM
287
Excalibur Management
Massachusetts
$105K -$2.07K -260 -2%
IAA
288
Independent Advisor Alliance
North Carolina
$104K +$1.6K +201 +2%
KLCM
289
KG&L Capital Management
Louisiana
$104K -$2.19K -275 -2%
RI
290
Ridgewood Investments
New Jersey
$103K -$11.2K -1,403 -10%
IAN
291
Integrated Advisors Network
Texas
$103K +$16.8K +2,104 +20%
LNC
292
Lincoln National Corp
Pennsylvania
$103K +$112 +14 +0.1%
BA
293
Ballew Advisors
Mississippi
$103K +$32 +4 +0%
SRC
294
Sage Rhino Capital
California
$103K +$2.95K +370 +3%
FTDI
295
First Trust Direct Indexing
Massachusetts
$102K +$100K +12,543 New
ONB
296
Old National Bancorp
Indiana
$102K -$5.83K -731 -6%
CYG
297
Clean Yield Group
Vermont
$102K -$20.9K -2,625 -17%
BWM
298
Baron Wealth Management
Michigan
$100K +$97.9K +12,280 New
EFS
299
Essex Financial Services
Connecticut
$98.6K -$6.27K -787 -6%
AssetMark Inc
300
AssetMark Inc
California
$97.1K +$21K +2,634 +28%
10 11
12
13 14

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.