We are live on ! Find out more

599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
351
Endowment Wealth Management
Wisconsin
$99.4K
DCM
352
Dimension Capital Management
Florida
$99.3K +$97.7K +11,693 New
IF
353
Ironwood Financial
Arizona
$97.7K
SC
354
Saturna Capital
Washington
$97.6K
FFO
355
Fiduciary Family Office
Florida
$97.6K +$618 +74 +0.6%
SCP
356
Sivia Capital Partners
California
$96.6K +$485 +58 +0.5%
PTC
357
Private Trust Company
Ohio
$96K +$14K +1,672 +17%
BW
358
Bison Wealth
Georgia
$94.5K
EM
359
Excalibur Management
Massachusetts
$93.8K -$3.34K -400 -3%
ESB
360
Essex Savings Bank
Connecticut
$92.7K
IC
361
IEQ Capital
California
$92.1K +$90.7K +10,852 New
QI
362
Qtron Investments
Massachusetts
$91.7K
BSW
363
Buckingham Strategic Wealth
Missouri
$91.6K -$13.6K -1,628 -13%
BB
364
Busey Bank
Illinois
$91.6K -$376 -45 -0.4%
DFG
365
Delta Financial Group
New Jersey
$91K -$1.67K -200 -2%
QPWM
366
Quadrant Private Wealth Management
Pennsylvania
$90.2K -$16.5K -1,969 -16%
AWM
367
Avior Wealth Management
Nebraska
$90K +$88.6K +10,600 New
AFG
368
Atomi Financial Group
New York
$89.2K +$87.8K +10,507 New
MNBTD
369
Moody National Bank Trust Division
Texas
$88.5K +$87.1K +10,427 New
HWM
370
HB Wealth Management
Georgia
$87.2K +$85.8K +10,267 New
ICG
371
InterOcean Capital Group
Tennessee
$86.1K -$844 -101 -1%
WFI
372
West Family Investments
California
$85.1K +$83.7K +10,019 New
BG
373
Bollard Group
Massachusetts
$85K
GA
374
GFS Advisors
Texas
$85K
CFGS
375
Concourse Financial Group Securities
Alabama
$84.6K -$7.66K -916 -9%

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.