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Haleon
HLN

Overview Fund Activity

564 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, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
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
173
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
-$52.1M
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 		Shares
Change %
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 -$33K -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 +$7.24K +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%
NG
318
Norden Group
Utah
$91.2K +$91.2K +10,947 New
LAS
319
Lloyd Advisory Services
Georgia
$91.2K +$91.2K +10,947 New
DFG
320
Delta Financial Group
New Jersey
$91K +$91K +10,949 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$91K +$91K +10,921 New
IAN
322
Integrated Advisors Network
Texas
$90.7K +$2.12K +255 +2%
DWM
323
Drive Wealth Management
Utah
$90.4K -$37.4K -4,463 -29%
BB
324
Busey Bank
Illinois
$90.3K -$48.8K -5,863 -35%
NRC
325
New Republic Capital
North Carolina
$90.2K +$90.2K +10,810 New
11 12
13
14 15