585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
301
PDS Planning
Ohio
$107K +$5.1K +620 +5%
TFS
302
Thoroughbred Financial Services
Tennessee
$107K +$107K +13,102 New
BA
303
Ballew Advisors
Mississippi
$107K +$25 +3 +0%
SRC
304
Sage Rhino Capital
California
$107K -$6.08K -739 -5%
YIH
305
Y-Intercept (HK)
Hong Kong
$106K +$106K +12,926 New
AAM
306
Aureus Asset Management
Massachusetts
$104K +$428 +52 +0.4%
EFS
307
Essex Financial Services
Connecticut
$103K +$1.21K +147 +1%
QPWM
308
Quadrant Private Wealth Management
Pennsylvania
$103K -$118K -14,384 -54%
BSW
309
Buckingham Strategic Wealth
Missouri
$102K -$2.71K -329 -3%
WIS
310
Wright Investors Service
Connecticut
$101K -$5.11K -621 -5%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$101K +$12.1K +1,469 +14%
BFG
312
Bleakley Financial Group
New Jersey
$101K -$2.21K -268 -2%
SAG
313
SageView Advisory Group
California
$100K +$100K +12,175 New
Lazard Asset Management
314
Lazard Asset Management
New York
$98K
KP
315
Keel Point
Alabama
$97.8K +$979 +119 +1%
EWM
316
Endowment Wealth Management
Wisconsin
$96.3K -$82 -10 -0.1%
IF
317
Ironwood Financial
Arizona
$94.7K
SC
318
Saturna Capital
Washington
$94.6K
EM
319
Excalibur Management
Massachusetts
$94.2K -$1.85K -225 -2%
FFO
320
Fiduciary Family Office
Florida
$94K +$94K +11,423 New
HW
321
Hancock Whitney
Mississippi
$93.4K
SCP
322
Sivia Capital Partners
California
$93.1K +$93.1K +11,317 New
ESB
323
Essex Savings Bank
Connecticut
$92.7K +$4.32K +525 +5%
BW
324
Bison Wealth
Georgia
$91.6K -$19.7K -2,392 -18%
ASN
325
Advisory Services Network
Georgia
$91.5K -$46.3K -5,625 -34%