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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
326
Belpointe Asset Management
Nevada
$86K +$73.2K +10,753 New
FW
327
FirstPurpose Wealth
Utah
$85.3K +$72.6K +10,666 New
GRP
328
Global Retirement Partners
California
$84.8K +$14.6K +2,142 +25%
IAN
329
Integrated Advisors Network
Texas
$84.4K +$71.8K +10,554 New
ICG
330
InterOcean Capital Group
Tennessee
$83.2K +$1.74K +255 +3%
Fifth Third Bancorp
331
Fifth Third Bancorp
Ohio
$83.2K -$2.71K -399 -4%
PWP
332
Principle Wealth Partners
Connecticut
$82.1K +$69.8K +10,258 New
DFG
333
Delta Financial Group
New Jersey
$82K +$70.2K +10,313 New
Deutsche Bank
334
Deutsche Bank
Germany
$82K -$4.42K -650 -6%
AC
335
AXQ Capital
New Jersey
$81.6K +$69.4K +10,200 New
PA
336
Pinnacle Associates
New York
$80.9K -$162K -23,868 -70%
CBB
337
Citizens Business Bank
California
$80K
GA
338
GFS Advisors
Texas
$80K
PTC
339
Private Trust Company
Ohio
$80K +$68.3K +10,030 New
DAM
340
Delta Asset Management
Tennessee
$79.7K +$67.8K +9,964 New
CFGS
341
Concourse Financial Group Securities
Alabama
$77.8K -$15.1K -2,220 -19%
CB
342
Centennial Bank
Arkansas
$77.6K +$66K +9,706 New
AF
343
Advisornet Financial
Minnesota
$76.6K +$65.1K +9,572 New
BLC
344
Brown, Lisle/Cummings
Rhode Island
$76.4K -$959 -141 -1%
AssetMark Inc
345
AssetMark Inc
California
$74.4K +$30.3K +4,455 +92%
NSIM
346
North Star Investment Management
Illinois
$73.6K
ACA
347
Atlas Capital Advisors
Wyoming
$70.4K
CTC
348
Central Trust Company
Missouri
$68.7K -$5.6K -823 -9%
PA
349
Parallel Advisors
California
$64K -$8.95K -1,315 -14%
NA
350
NewEdge Advisors
Louisiana
$62.7K +$109K +16,067 New

HLN Hedge Fund Activity: Q4 2022 in Review

585 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new HLN positions and 98 closed out — a net gain of 52 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.

  • 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
  • Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
  • 150 funds opened new Haleon positions in Q4 2022 and 98 closed out, a net change of +52 holders.
  • The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
  • The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.