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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
OIA
376
Optimum Investment Advisors
Illinois
$28.9K +$1.7K +250 +7%
SWA
377
Sutton Wealth Advisors
Florida
$28.6K -$19.9K -2,929 -45%
FMTCOCP
378
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K
CA
379
Clearstead Advisors
Ohio
$27.7K -$11.7K -1,720 -33%
CBT
380
CoreFirst Bank & Trust
Kansas
$25.8K +$22K +3,230 New
AWM
381
AllSquare Wealth Management
New York
$25.6K
EI
382
Ellevest Inc
New York
$24.1K +$18.5K +2,712 +901%
FHA
383
First Horizon Advisors
Tennessee
$24.1K +$13.6K +1,999 +198%
AA
384
Ancora Advisors
Ohio
$24K +$5.1K +750 +34%
SIC
385
Salem Investment Counselors
North Carolina
$23.5K -$24K -3,522 -55%
FCA
386
FinTrust Capital Advisors
South Carolina
$23K -$272 -40 -1%
AF
387
Allworth Financial
California
$22.7K +$4.79K +704 +33%
HPC
388
HM Payson & Co
Maine
$22.7K -$4.25K -625 -18%
AA
389
Addison Advisors
Vermont
$21.9K +$4.27K +628 +30%
IGWM
390
ICA Group Wealth Management
Colorado
$21.6K +$18.4K +2,706 New
MS
391
Madden Securities
Texas
$20.8K +$17.7K +2,600 New
CWM
392
CarsonAllaria Wealth Management
Illinois
$20K -$24.1K -3,548 -58%
TWM
393
Tradition Wealth Management
Minnesota
$20K -$6.38K -938 -27%
JWA
394
JFS Wealth Advisors
Pennsylvania
$19.9K -$1.72K -253 -9%
BWA
395
BDO Wealth Advisors
Florida
$18.3K
SWA
396
SOA Wealth Advisors
New York
$17.8K +$15.2K +2,229 New
GGI
397
Godsey & Gibb Inc
Virginia
$17.5K +$14.9K +2,186 New
HS
398
Horan Securities
United States
$17.2K +$14.6K +2,150 New
ZB
399
Zions Bancorporation
Utah
$17K +$9.87K +1,450 +215%
PSB
400
Piscataqua Savings Bank
New Hampshire
$16.2K

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.