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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
301
Checchi Capital Advisers
California
$130K -$1.84K -220 -1%
CIA
302
Concurrent Investment Advisors
Florida
$130K +$3.36K +402 +3%
IAA
303
Independent Advisor Alliance
North Carolina
$129K -$4.28K -512 -3%
CD
304
Chapin Davis
Maryland
$128K -$501 -60 -0.4%
IRC
305
Investors Research Corp
Georgia
$127K -$5.22K -625 -4%
CPA
306
Cardiff Park Advisors
California
$126K -$635 -76 -0.5%
CSPIA
307
Cary Street Partners Investment Advisory
Virginia
$126K +$124K +14,829 New
SW
308
SVB Wealth
Massachusetts
$125K -$6.96K -833 -5%
AI
309
Atom Investors
Texas
$125K +$123K +14,702 New
DTL
310
Dynamic Technology Lab
Singapore
$124K +$123K +14,658 New
JF
311
Jump Financial
Illinois
$124K +$122K +14,576 New
BFM
312
Boothbay Fund Management
New York
$124K +$122K +14,548 New
HPM
313
Hoxton Planning & Management
West Virginia
$123K +$34.2K +4,092 +40%
EFS
314
Essex Financial Services
Connecticut
$121K +$14.4K +1,727 +14%
AssetMark Inc
315
AssetMark Inc
California
$120K -$2.2K -263 -2%
SC
316
Scotia Capital
Ontario, Canada
$120K -$9.32K -1,115 -7%
HKAM
317
Horizon Kinetics Asset Management
New York
$120K
SPIA
318
Steward Partners Investment Advisory
New York
$119K -$2.44K -292 -2%
KMWM
319
Keudell/Morrison Wealth Management
Oregon
$119K +$117K +14,001 New
SPC
320
Sigma Planning Corp
Michigan
$119K +$117K +13,998 New
RCAG
321
Rehmann Capital Advisory Group
Michigan
$118K +$23.7K +2,838 +26%
LCM
322
Logan Capital Management
Pennsylvania
$118K
PFPT
323
Pinnacle Financial Partners (Tennessee)
Tennessee
$117K -$15.7K -1,874 -12%
FHA
324
First Horizon Advisors
Tennessee
$115K -$1.95K -233 -2%
GWM
325
Gibbs Wealth Management
Georgia
$114K +$113K +13,483 New

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.