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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
301
Lincoln National Corp
Pennsylvania
$101K +$1.34K +197 +2%
CF
302
Centaurus Financial
California
$101K -$1.18K -174 -1%
FAIM
303
Financial Advocates Investment Management
Washington
$101K +$85.8K +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 +$83.3K +12,243 New
AWM
307
Apollon Wealth Management
South Carolina
$96.6K -$891 -131 -1%
GFS
308
GYL Financial Synergies
Connecticut
$96.6K +$1.97K +290 +2%
Charles Schwab
309
Charles Schwab
California
$96.2K +$81.9K +12,031 New
HA
310
Herold Advisors
New York
$95.8K -$108K -15,849 -57%
GC
311
Guggenheim Capital
Illinois
$95.2K -$52.1K -7,655 -39%
KC
312
Kenfarb & Co
Kentucky
$93.6K
EWA
313
EP Wealth Advisors
California
$93.1K -$10.4K -1,523 -12%
CG
314
Caprock Group
Idaho
$92.2K +$78.4K +11,522 New
IF
315
Ironwood Financial
Arizona
$92K
SC
316
Saturna Capital
Washington
$92K
FFM
317
Forum Financial Management
Illinois
$89.8K +$1.48K +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 -$20.3K -2,985 -21%
Jane Street
322
Jane Street
New York
$87.4K -$14.6M -2,145,358 -99%
Northwestern Mutual Wealth Management
323
Northwestern Mutual Wealth Management
Wisconsin
$87K -$27.4K -4,021 -27%
QI
324
Qtron Investments
Massachusetts
$86.4K
UCFA
325
United Capital Financial Advisors
Texas
$86.3K -$63.1K -9,269 -46%

HLN Hedge Fund Activity: Q4 2022 in Review

585 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new HLN positions and 98 closed out — a net gain of 52 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.

  • 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
  • Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
  • 150 funds opened new Haleon positions in Q4 2022 and 98 closed out, a net change of +52 holders.
  • The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
  • The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.