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
Name Holding Trade Value Shares
Change
Shares
Change %
IF
351
Ironwood Financial
Arizona
$97.7K
SC
352
Saturna Capital
Washington
$97.6K
FFO
353
Fiduciary Family Office
Florida
$97.6K +$628 +74 +0.6%
SCP
354
Sivia Capital Partners
California
$96.6K +$492 +58 +0.5%
PTC
355
Private Trust Company
Ohio
$96K +$14.2K +1,672 +17%
BW
356
Bison Wealth
Georgia
$94.5K
EM
357
Excalibur Management
Massachusetts
$93.8K -$3.4K -400 -3%
ESB
358
Essex Savings Bank
Connecticut
$92.7K
IC
359
IEQ Capital
California
$92.1K +$92.1K +10,852 New
QI
360
Qtron Investments
Massachusetts
$91.7K
BSW
361
Buckingham Strategic Wealth
Missouri
$91.6K -$13.8K -1,628 -13%
BB
362
Busey Bank
Illinois
$91.6K -$382 -45 -0.4%
DFG
363
Delta Financial Group
New Jersey
$91K -$1.69K -200 -2%
QPWM
364
Quadrant Private Wealth Management
Pennsylvania
$90.2K -$16.9K -1,969 -16%
AWM
365
Avior Wealth Management
Nebraska
$90K +$90K +10,600 New
AFG
366
Atomi Financial Group
New York
$89.2K +$89.2K +10,507 New
MNBTD
367
Moody National Bank Trust Division
Texas
$88.5K +$88.5K +10,427 New
HWM
368
HB Wealth Management
Georgia
$87.2K +$87.2K +10,267 New
ICG
369
InterOcean Capital Group
Tennessee
$86.1K -$857 -101 -1%
WFI
370
West Family Investments
California
$85.1K +$85.1K +10,019 New
GA
371
GFS Advisors
Texas
$85K
BG
372
Bollard Group
Massachusetts
$85K
CFGS
373
Concourse Financial Group Securities
Alabama
$84.6K -$7.87K -916 -9%
CFG
374
CKW Financial Group
Hawaii
$83K +$33.2K +4,000 +67%
CA
375
Clearstead Advisors
Ohio
$81.5K +$37.9K +4,596 +87%