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 %
PFP
276
Pinnacle Financial Partners
Tennessee
$129K +$9.24K +1,123 +8%
SW
277
SVB Wealth
Massachusetts
$128K +$9.32K +1,132 +8%
William Blair & Company
278
William Blair & Company
Illinois
$128K -$2.97K -361 -2%
IRC
279
Investors Research Corp
Georgia
$128K
CCA
280
Checchi Capital Advisers
California
$128K -$1.08K -131 -0.8%
FW
281
FirstPurpose Wealth
Utah
$127K +$25.5K +3,101 +25%
SC
282
Scotia Capital
Ontario, Canada
$126K +$1.26K +153 +1%
CD
283
Chapin Davis
Maryland
$125K -$3.13K -380 -2%
CPA
284
Cardiff Park Advisors
California
$123K
CIA
285
Concurrent Investment Advisors
Florida
$122K +$122K +14,869 New
BPA
286
Beacon Pointe Advisors
California
$120K +$5.18K +629 +5%
FDCDDQ
287
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K -$28.2K -3,432 -19%
AssetMark Inc
288
AssetMark Inc
California
$119K +$24.1K +2,929 +26%
SPIA
289
Steward Partners Investment Advisory
New York
$118K -$5.38K -654 -4%
EWA
290
EverSource Wealth Advisors
Alabama
$117K +$3.43K +417 +3%
HKAM
291
Horizon Kinetics Asset Management
New York
$116K -$4.86K -591 -4%
LCM
292
Logan Capital Management
Pennsylvania
$114K
FHA
293
First Horizon Advisors
Tennessee
$113K -$5.84K -709 -5%
SSG
294
Summit Securities Group
New York
$113K +$112K +13,646 +13,646%
WAG
295
Wallace Advisory Group
California
$111K -$7.45K -894 -6%
AMIM
296
Aull & Monroe Investment Management
Alabama
$111K -$21.4K -2,600 -16%
SMA
297
Sage Mountain Advisors
Georgia
$111K -$1.1K -134 -1%
BTI
298
Blue Trust Inc
Georgia
$109K -$79K -9,579 -42%
CA
299
Cetera Advisors
Colorado
$108K -$34.5K -4,194 -24%
ABLA
300
Alan B. Lancz & Associates
Ohio
$108K -$3.29K -400 -3%