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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
PFPT
276
Pinnacle Financial Partners (Tennessee)
Tennessee
$121K -$3.62K -435 -3%
FHA
277
First Horizon Advisors
Tennessee
$121K +$42K +5,038 +53%
SW
278
SVB Wealth
Massachusetts
$120K -$15.7K -1,890 -12%
FHA
279
Flagship Harbor Advisors
Massachusetts
$120K -$966 -116 -0.8%
WAG
280
Wallace Advisory Group
California
$119K +$2.29K +275 +2%
SMA
281
Seven Mile Advisory
New Jersey
$119K +$18.3K +2,200 +18%
LFA
282
Legacy Financial Advisors
Kentucky
$117K +$16.3K +1,962 +16%
BPA
283
Beacon Pointe Advisors
California
$116K +$3.41K +410 +3%
LCM
284
Logan Capital Management
Pennsylvania
$116K – – –
EWA
285
EverSource Wealth Advisors
Alabama
$115K +$2.75K +330 +2%
SRC
286
Sage Rhino Capital
California
$114K +$7.39K +887 +7%
SMA
287
Sage Mountain Advisors
Georgia
$113K +$113K +13,568 New
BW
288
Bison Wealth
Georgia
$113K – – –
ABLA
289
Alan B. Lancz & Associates
Ohio
$113K -$2.5K -300 -2%
SEC
290
Seven Eight Capital
New York
$110K +$26.8K +3,218 +32%
KA
291
Kovack Advisors
Florida
$109K -$941 -113 -0.9%
AMCA
292
Arthur M. Cohen & Associates
Illinois
$108K – – –
WIS
293
Wright Investors Service
Connecticut
$107K +$15K +1,803 +16%
BSW
294
Buckingham Strategic Wealth
Missouri
$106K +$3.89K +467 +4%
BA
295
Ballew Advisors
Mississippi
$105K – – –
CCM
296
Coldstream Capital Management
Washington
$105K +$9.74K +1,170 +10%
AAM
297
Aureus Asset Management
Massachusetts
$104K +$104K +12,531 New
ONB
298
Old National Bancorp
Indiana
$104K -$5.56K -668 -5%
BFG
299
Bleakley Financial Group
New Jersey
$104K -$21.7K -2,607 -17%
SS
300
Simplicity Solutions
Minnesota
$104K -$21.7K -2,607 -17%
10 11
12
13 14

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.