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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HA
301
Herold Advisors
New York
$96.9K -$598 -75 -0.6%
ACA
302
Anchor Capital Advisors
Massachusetts
$93.9K -$32.8K -4,120 -26%
IF
303
Ironwood Financial
Arizona
$93.7K – – –
PWM
304
Perigon Wealth Management
California
$93.6K +$91.7K +11,504 New
SC
305
Saturna Capital
Washington
$93.6K – – –
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$92.4K +$3.85K +483 +4%
CCM
307
Coldstream Capital Management
Washington
$92.3K -$14.4K -1,805 -14%
PP
308
PDS Planning
Ohio
$91.9K +$89.9K +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 -$125K -15,730 -58%
PTC
312
Private Trust Company
Ohio
$90.6K +$8.8K +1,104 +11%
RB
313
Renasant Bank
Mississippi
$89.6K +$87.7K +11,006 New
QI
314
Qtron Investments
Massachusetts
$87.9K – – –
FW
315
FirstPurpose Wealth
Utah
$87.6K +$717 +90 +0.8%
MCC
316
Money Concepts Capital
Florida
$87.5K -$57.8K -7,248 -40%
PFO
317
Pathstone Family Office
New Jersey
$86.9K -$232K -29,067 -73%
KWA
318
KCS Wealth Advisory
California
$85.9K -$20.1K -2,524 -19%
LFA
319
Legacy Financial Advisors
Kentucky
$85.8K +$84K +10,544 New
V
320
Veritable
Delaware
$84.1K +$82.4K +10,332 New
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$84K -$598 -75 -0.7%
DFG
322
Delta Financial Group
New Jersey
$84K – – –
ICG
323
InterOcean Capital Group
Tennessee
$82.6K -$2.03K -255 -2%
DAS
324
Dynamic Advisor Solutions
Arizona
$82.5K +$80.7K +10,129 New
CF
325
Centaurus Financial
California
$82K -$20.2K -2,534 -20%
11 12
13
14 15

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.