570 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-23
Holders Change %
-3.88%
% of All Funds
8.29%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
55
Increased
215
Reduced
177
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
276
Ameritas Advisory Services
Nebraska
$147K -$2.52K -305 -2%
Allspring Global Investments
277
Allspring Global Investments
North Carolina
$146K +$104K +12,637 +249%
EFS
278
Essex Financial Services
Connecticut
$145K +$7.74K +804 +6%
AT
279
Arden Trust
Delaware
$143K -$37.4K -4,531 -21%
LFAS
280
Level Four Advisory Services
Texas
$141K +$2.52K +305 +2%
GF
281
Gabelli Funds
New York
$140K
CIA
282
Concurrent Investment Advisors
Florida
$140K +$13.5K +1,635 +11%
MAM
283
Marotta Asset Management
Virginia
$139K -$2.27K -273 -2%
SMH
284
Sanders Morris Harris
Texas
$138K
CC
285
Callan Capital
California
$137K +$35.7K +4,319 +35%
SWP
286
Stratos Wealth Partners
Ohio
$136K -$859 -104 -0.6%
PA
287
Parallel Advisors
California
$134K +$28.9K +3,495 +27%
KP
288
Keel Point
Alabama
$133K +$16K +1,637 +14%
SMA
289
Sage Mountain Advisors
Georgia
$132K +$21.7K +2,628 +20%
SW
290
Simplicity Wealth
New Jersey
$132K -$1.25K -151 -0.9%
KMWM
291
Keudell/Morrison Wealth Management
Oregon
$132K +$15.9K +1,922 +14%
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$131K -$5.48K -645 -4%
GT
293
Greenleaf Trust
Michigan
$130K +$130K +15,792 New
IAA
294
Independent Advisor Alliance
North Carolina
$128K +$3.35K +405 +3%
FTUS
295
Flow Traders U.S.
New York
$128K +$128K +15,503 New
CWM
296
Cornerstone Wealth Management
Missouri
$127K -$2.88K -348 -2%
CCA
297
Checchi Capital Advisers
California
$127K
AFG
298
Atomi Financial Group
New York
$125K +$38.7K +4,681 +45%
FHA
299
First Horizon Advisors
Tennessee
$125K +$13K +1,568 +12%
SMA
300
Seven Mile Advisory
New Jersey
$124K -$28.4K -3,441 -19%