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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
RP
276
Riverbridge Partners
Minnesota
$154K
AWM
277
AE Wealth Management
Kansas
$154K -$250K -29,956 -62%
MW
278
Marcum Wealth
Ohio
$152K +$150K +17,924 New
EI
279
Ellevest Inc
New York
$152K -$8.43K -1,008 -5%
AAS
280
Ameritas Advisory Services
Nebraska
$151K +$60.7K +7,263 +67%
KPWS
281
Kestra Private Wealth Services
Texas
$148K +$2.57K +308 +2%
MAM
282
Marotta Asset Management
Virginia
$145K -$11.4K -1,369 -7%
GF
283
Gabelli Funds
New York
$144K
MFIM
284
Mesirow Financial Investment Management
Illinois
$144K -$5.01K -599 -3%
SMH
285
Sanders Morris Harris
Texas
$142K +$5.85K +700 +4%
WSTAM
286
Wilbanks Smith & Thomas Asset Management
Virginia
$141K -$2.87K -343 -2%
SWP
287
Stratos Wealth Partners
Ohio
$141K -$16.7K -2,000 -11%
BP
288
Ballentine Partners
Massachusetts
$140K -$8.98K -1,075 -6%
EWA
289
EverSource Wealth Advisors
Alabama
$138K +$16.4K +1,962 +14%
LFAS
290
Level Four Advisory Services
Texas
$138K
BFG
291
Bleakley Financial Group
New Jersey
$137K +$33.1K +3,956 +32%
SW
292
Simplicity Wealth
New Jersey
$137K +$135K +16,174 New
FHA
293
Flagship Harbor Advisors
Massachusetts
$136K -$4.28K -512 -3%
CB
294
Commerce Bank
Missouri
$135K -$46.3K -5,545 -26%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$134K +$135K +16,113 New
BPA
296
Beacon Pointe Advisors
California
$134K +$10.2K +1,222 +8%
Simplex Trading
297
Simplex Trading
Illinois
$134K -$156K -18,673 -54%
CAMG
298
CWA Asset Management Group
Florida
$134K -$1.85K -221 -1%
CWM
299
Cornerstone Wealth Management
Missouri
$133K -$6.38K -763 -5%
HSBC Holdings
300
HSBC Holdings
United Kingdom
$131K -$23.6K -2,828 -15%

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.