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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
BTI
351
Blue Trust Inc
Georgia
$61K +$68K +9,994 New
SCA
352
Stonebridge Capital Advisors
Minnesota
$60.6K -$7.49K -1,100 -13%
BBHC
353
Brown Brothers Harriman & Co
New York
$55.7K -$24.1K -3,543 -34%
RBC
354
Romano Brothers & Co
Illinois
$55.5K +$47.2K +6,940 New
CSPIA
355
Cary Street Partners Investment Advisory
Virginia
$55.1K +$46.9K +6,889 New
HNB
356
Huntington National Bank
Ohio
$54.6K +$46.5K +6,831 New
LC
357
Lindbrook Capital
California
$53.4K +$19.6K +2,882 +76%
HI
358
Harbour Investments
Wisconsin
$53.4K +$45.4K +6,671 New
SIA
359
SkyView Investment Advisors
New Jersey
$51K -$19K -2,795 -31%
CS
360
Credit Suisse
Switzerland
$47.9K -$44.1K -6,482 -52%
HCM
361
Hollencrest Capital Management
California
$46.8K +$39.8K +5,856 New
KFP
362
KB Financial Partners
New Jersey
$46K -$19.3K -2,830 -33%
UB
363
UMB Bank
Missouri
$45K +$38.5K +5,658 New
WTC
364
WhitTier Trust Company
Nevada
$43.1K +$5.14K +756 +16%
MA
365
Montag & Associates
Georgia
$40.3K -$2.85K -419 -8%
CHC
366
City Holding Co
West Virginia
$38.2K -$4.93K -725 -13%
HT
367
Headlands Technologies
Illinois
$38K +$32.1K +4,716 New
GBT
368
Grove Bank & Trust
Florida
$38K +$32.7K +4,801 New
GWS
369
Glassman Wealth Services
Virginia
$36.1K +$28.1K +4,126 +1,053%
CFG
370
CKW Financial Group
Hawaii
$34K
BFPW
371
BOK Financial Private Wealth
Colorado
$32K -$31.6K -4,648 -54%
TF
372
Tompkins Financial
New York
$31K +$26.9K +3,955 New
KTC
373
Kistler-Tiffany Companies
Pennsylvania
$30.3K -$54.1K -7,950 -68%
RFA
374
Resurgent Financial Advisors
Georgia
$29.3K +$24.9K +3,666 New
BFEC
375
Benjamin F. Edwards & Company
Missouri
$29K -$12.5K -1,843 -34%

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.