585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
TSW
376
Thompson Siegel & Walmsley
Virginia
$33K
BFPW
377
BOK Financial Private Wealth
Colorado
$32.9K
GKIM
378
GW&K Investment Management
Massachusetts
$31K
MA
379
Montag & Associates
Georgia
$30.9K
BC
380
Barrett & Company
Rhode Island
$30.6K -$6.41K -779 -17%
AA
381
Addison Advisors
Vermont
$30.3K +$3.98K +483 +15%
TF
382
Tompkins Financial
New York
$30.1K
NSIM
383
North Star Investment Management
Illinois
$29.4K -$23K -2,800 -44%
CSC
384
Caldwell Sutter Capital
California
$28.7K -$7.89K -959 -22%
FMTCOCP
385
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K -$1.25K -150 -4%
AF
386
Allworth Financial
California
$25.5K +$1.72K +216 +7%
CSB
387
City State Bank
Iowa
$25K
GBT
388
Grove Bank & Trust
Florida
$24.8K -$1.44K -175 -5%
WTA
389
Washington Trust Advisors
Massachusetts
$24.4K
Grantham, Mayo, Van Otterloo & Co (GMO)
390
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$24K +$24K +2,915 New
LWCFA
391
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22.3K -$60.8K -7,416 -73%
JWA
392
JFS Wealth Advisors
Pennsylvania
$22K +$5.02K +610 +30%
SIC
393
Salem Investment Counselors
North Carolina
$21.5K +$412 +50 +2%
POIA
394
Pin Oak Investment Advisors
Texas
$20K
GI
395
GAMMA Investing
California
$19.9K +$19.9K +2,430 New
CHC
396
City Holding Co
West Virginia
$19.5K -$609 -74 -3%
KFI
397
Key Financial Inc
Pennsylvania
$18.8K +$9.12K +1,108 +94%
PGAM
398
Princeton Global Asset Management
New Jersey
$18.1K +$8.59K +1,044 +91%
NRG
399
Nemes Rush Group
Michigan
$16.9K +$1.72K +209 +11%
SWA
400
SOA Wealth Advisors
New York
$16.7K