Haleon
576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.
39% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $1.88M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 64
12% more capital invested
Capital invested by funds: $2.68B → $3.02B (+$335M)
0.36% more ownership
Funds ownership: 3.65% → 4.01% (+0.36%)
2% less funds holding
Funds holding: 585 → 576 (-9)
32% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 211
Top Buyers
| 1 |
Dodge & Cox
San Francisco,
California
|
+$124M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$77.4M |
| 3 |
PCM
Palestra Capital Management
New York
|
+$66.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$46M |
Top Sellers
HLN Hedge Fund Activity: Q1 2023 in Review
576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.
- 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
- Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
- 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
- The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
- The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2023.