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Haleon
HLN

568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
301
Essex Financial Services
Connecticut
$103K +$2.22K +267 +2%
PP
302
PDS Planning
Ohio
$103K +$9.26K +1,112 +10%
FW
303
FirstPurpose Wealth
Utah
$103K +$5.99K +719 +6%
AWM
304
Apollon Wealth Management
South Carolina
$100K -$2.53K -304 -2%
Lazard Asset Management
305
Lazard Asset Management
New York
$99K -$33.3K -4,000 -25%
KP
306
Keel Point
Alabama
$98K +$98K +11,764 New
FFM
307
Forum Financial Management
Illinois
$97.9K +$4.47K +537 +5%
EWM
308
Endowment Wealth Management
Wisconsin
$97.6K +$97.6K +11,716 New
EM
309
Excalibur Management
Massachusetts
$97.2K -$3.33K -400 -3%
SIG
310
Stonegate Investment Group
Alabama
$96.7K -$12.9K -1,551 -12%
MIS
311
Morningstar Investment Services
Illinois
$96K +$7.3K +877 +8%
IF
312
Ironwood Financial
Arizona
$95.8K – – –
SC
313
Saturna Capital
Washington
$95.8K – – –
AssetMark Inc
314
AssetMark Inc
California
$95.6K +$9.66K +1,160 +11%
HW
315
Hancock Whitney
Mississippi
$94.5K -$1.05K -126 -1%
UB
316
UMB Bank
Missouri
$94.3K +$37.1K +4,457 +65%
TWM
317
Thrive Wealth Management
Pennsylvania
$93.3K -$833 -100 -0.9%
LAS
318
Lloyd Advisory Services
Georgia
$91.2K +$91.2K +10,947 New
NG
319
Norden Group
Utah
$91.2K +$91.2K +10,947 New
DFG
320
Delta Financial Group
New Jersey
$91K +$91.2K +10,949 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$91K +$90.9K +10,921 New
IAN
322
Integrated Advisors Network
Texas
$90.7K +$2.12K +255 +2%
DWM
323
Drive Wealth Management
Utah
$90.4K -$37.2K -4,463 -29%
BB
324
Busey Bank
Illinois
$90.3K -$48.8K -5,863 -35%
NRC
325
New Republic Capital
North Carolina
$90.2K +$90K +10,810 New
11 12
13
14 15

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.