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Haleon
HLN

Overview Fund Activity

582 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+37
Holders Change %
+6.79%
% of All Funds
9.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
149
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$185M
2
SCA
Southpoint Capital Advisors
New York
+$49.6M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$49M
4
ClearBridge Investments
ClearBridge Investments
New York
+$48.7M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$48.4M

Top Sellers

1
SC
Sessa Capital
New York
-$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$24.6M
4
Jane Street
Jane Street
New York
-$17.2M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$14.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNC
301
Lincoln National Corp
Pennsylvania
$101K +$1.58K +197 +2%
CF
302
Centaurus Financial
California
$101K -$1.39K -174 -1%
FAIM
303
Financial Advocates Investment Management
Washington
$101K +$101K +12,602 New
GJIC
304
Gamble Jones Investment Counsel
California
$98.9K – – –
BA
305
Ballew Advisors
Mississippi
$98.8K – – –
SRC
306
Sage Rhino Capital
California
$97.9K +$97.9K +12,243 New
AWM
307
Apollon Wealth Management
South Carolina
$96.6K -$1.05K -131 -1%
GFS
308
GYL Financial Synergies
Connecticut
$96.6K +$2.32K +290 +2%
Charles Schwab
309
Charles Schwab
California
$96.2K +$96.2K +12,031 New
HA
310
Herold Advisors
New York
$95.8K -$127K -15,849 -57%
GC
311
Guggenheim Capital
Illinois
$95.2K -$61.2K -7,655 -39%
KC
312
Kenfarb & Co
Kentucky
$93.6K – – –
EWA
313
EP Wealth Advisors
California
$93.1K -$12.2K -1,523 -12%
CG
314
Caprock Group
Idaho
$92.2K +$92.2K +11,522 New
IF
315
Ironwood Financial
Arizona
$92K – – –
SC
316
Saturna Capital
Washington
$92K – – –
FFM
317
Forum Financial Management
Illinois
$89.8K +$1.74K +218 +2%
BIA
318
Bigelow Investment Advisors
Maine
$89.8K – – –
TBA
319
Tower Bridge Advisors
Pennsylvania
$89.5K – – –
BC
320
Barrett & Company
Rhode Island
$88.3K – – –
MCM
321
MAI Capital Management
Ohio
$87.5K -$23.9K -2,985 -21%
Jane Street
322
Jane Street
New York
$87.4K -$17.2M -2,145,358 -99%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$87K -$32.2K -4,021 -27%
QI
324
Qtron Investments
Massachusetts
$86.4K – – –
UCFA
325
United Capital Financial Advisors
Texas
$86.3K -$74.2K -9,269 -46%
11 12
13
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