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Haleon
HLN

Overview Fund Activity

593 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
70
Increased
197
Reduced
182
Closed
51
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$563M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$169M
3
Citadel Advisors
Citadel Advisors
Florida
+$108M
4
ClearBridge Investments
ClearBridge Investments
New York
+$101M
5
MIM
Martin Investment Management
Florida
+$37.6M

Top Sellers

1
HL
Harding Loevner
New Jersey
-$165M
2
Morgan Stanley
Morgan Stanley
New York
-$50.9M
3
EC
Eminence Capital
New York
-$25.8M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.7M
5
JEST
JTC Employer Solutions Trustee
Jersey
-$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
P
326
&Partners
Tennessee
$113K +$113K +12,503 New
PWM
327
Perigon Wealth Management
California
$112K +$112K +13,221 New
ATC
328
Argent Trust Co
Tennessee
$112K -$41K -4,832 -27%
IAN
329
Integrated Advisors Network
Texas
$112K +$26.7K +3,145 +31%
SRC
330
Sage Rhino Capital
California
$111K +$1.08K +127 +1%
FDCDDQ
331
Federation des caisses Desjardins du Quebec
Quebec, Canada
$109K -$14.3K -1,681 -12%
AMIM
332
Aull & Monroe Investment Management
Alabama
$109K -$5.94K -700 -5%
PP
333
PDS Planning
Ohio
$109K -$2K -236 -2%
PA
334
Parallel Advisors
California
$108K +$36.7K +4,325 +51%
AAM
335
Aureus Asset Management
Massachusetts
$107K – – –
TSS
336
Two Sigma Securities
New York
$107K +$107K +12,574 New
CL
337
Choreo LLC
Illinois
$106K +$106K +12,497 New
CC
338
Callan Capital
California
$104K +$104K +12,279 New
RB
339
Renasant Bank
Mississippi
$103K +$17.4K +2,046 +20%
MIS
340
Morningstar Investment Services
Illinois
$103K -$102K -11,915 -50%
BA
341
Ballew Advisors
Mississippi
$103K – – –
Lido Advisors
342
Lido Advisors
California
$102K +$102K +11,948 New
Lazard Asset Management
343
Lazard Asset Management
New York
$102K +$634 +75 +0.6%
HFP
344
Holistic Financial Partners
Indiana
$101K +$101K +11,941 New
KP
345
Keel Point
Alabama
$101K +$458 +54 +0.5%
HW
346
Hancock Whitney
Mississippi
$101K +$4.29K +505 +4%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$100K -$3.46K -407 -3%
WIS
348
Wright Investors Service
Connecticut
$100K -$4.03K -475 -4%
EWM
349
Endowment Wealth Management
Wisconsin
$99.4K – – –
DCM
350
Dimension Capital Management
Florida
$99.3K +$99.3K +11,693 New
12 13
14
15 16