572 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 143 increasing their positions, 210 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
9.15%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
72
Increased
143
Reduced
210
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
301
Herold Advisors
New York
$96.9K -$611 -75 -0.6%
ACA
302
Anchor Capital Advisors
Massachusetts
$93.9K -$33.5K -4,120 -26%
IF
303
Ironwood Financial
Arizona
$93.7K
PWM
304
Perigon Wealth Management
California
$93.6K +$93.6K +11,504 New
SC
305
Saturna Capital
Washington
$93.6K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$92.4K +$3.93K +483 +4%
CCM
307
Coldstream Capital Management
Washington
$92.3K -$14.7K -1,805 -14%
PP
308
PDS Planning
Ohio
$91.9K +$91.9K +11,284 New
FFM
309
Forum Financial Management
Illinois
$91.4K -$16 -2 -0%
BIA
310
Bigelow Investment Advisors
Maine
$91.4K
BF
311
BOK Financial
Oklahoma
$90.9K -$128K -15,730 -58%
PTC
312
Private Trust Company
Ohio
$90.6K +$8.99K +1,104 +11%
RB
313
Renasant Bank
Mississippi
$89.6K +$89.6K +11,006 New
QI
314
Qtron Investments
Massachusetts
$87.9K
FW
315
FirstPurpose Wealth
Utah
$87.6K +$733 +90 +0.8%
MCC
316
Money Concepts Capital
Florida
$87.5K -$59K -7,248 -40%
PFO
317
Pathstone Family Office
New Jersey
$86.9K -$238K -29,067 -73%
KWA
318
KCS Wealth Advisory
California
$85.9K -$20.5K -2,524 -19%
LFA
319
Legacy Financial Advisors
Kentucky
$85.8K +$85.8K +10,544 New
V
320
Veritable
Delaware
$84.1K +$84.1K +10,332 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$84K -$611 -75 -0.7%
DFG
322
Delta Financial Group
New Jersey
$84K
ICG
323
InterOcean Capital Group
Tennessee
$82.6K -$2.08K -255 -2%
DAS
324
Dynamic Advisor Solutions
Arizona
$82.5K +$82.5K +10,129 New
CF
325
Centaurus Financial
California
$82K -$20.6K -2,534 -20%