573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
FW
301
FirstPurpose Wealth
Utah
$97.6K +$7.43K +887 +8%
JIC
302
Johnson Investment Counsel
Ohio
$97.4K -$11.6K -1,383 -11%
PWM
303
Perigon Wealth Management
California
$97.1K +$712 +85 +0.7%
SC
304
Savant Capital
Illinois
$97K +$97K +11,574 New
IF
305
Ironwood Financial
Arizona
$96.4K
SC
306
Saturna Capital
Washington
$96.4K
HW
307
Hancock Whitney
Mississippi
$96K +$96K +11,469 New
CCM
308
Coldstream Capital Management
Washington
$95.9K +$888 +106 +0.9%
LGF
309
LGT Group Foundation
Liechtenstein
$94.9K +$94.9K +11,320 New
ACA
310
Anchor Capital Advisors
Massachusetts
$94.8K -$1.84K -220 -2%
TWM
311
Thrive Wealth Management
Pennsylvania
$94.7K -$14.1K -1,687 -13%
PP
312
PDS Planning
Ohio
$94.6K
BIA
313
Bigelow Investment Advisors
Maine
$94.1K
FFM
314
Forum Financial Management
Illinois
$94K -$84 -10 -0.1%
IAA
315
Independent Advisor Alliance
North Carolina
$93.5K -$13.9K -1,662 -13%
WIS
316
Wright Investors Service
Connecticut
$93K +$93K +11,102 New
YIH
317
Y-Intercept (HK)
Hong Kong
$92.8K -$430K -51,293 -82%
HA
318
Herold Advisors
New York
$92.5K -$7.24K -864 -7%
TI
319
Tidal Investments
Wisconsin
$91K +$91K +10,673 New
DAS
320
Dynamic Advisor Solutions
Arizona
$90.5K +$5.65K +674 +7%
QI
321
Qtron Investments
Massachusetts
$90.5K
V
322
Veritable
Delaware
$89.6K +$3.01K +359 +3%
IAN
323
Integrated Advisors Network
Texas
$89.2K -$16.9K -2,019 -16%
MIS
324
Morningstar Investment Services
Illinois
$88K +$88K +10,757 New
ICG
325
InterOcean Capital Group
Tennessee
$86.8K +$1.73K +206 +2%