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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
CFG
376
CKW Financial Group
Hawaii
$83K +$33.4K +4,000 +67%
CA
377
Clearstead Advisors
Ohio
$81.5K +$38.4K +4,596 +87%
IA
378
IFP Advisors
Florida
$81.2K -$5.91K -707 -7%
National Bank of Canada
379
National Bank of Canada
Quebec, Canada
$77.1K -$61.5K -7,360 -44%
UB
380
UMB Bank
Missouri
$76.6K -$460 -55 -0.6%
HCM
381
Hollencrest Capital Management
California
$73.8K
QT
382
Quantbot Technologies
New York
$73.5K -$1.3M -156,018 -95%
First Manhattan
383
First Manhattan
New York
$68.5K -$4.43K -530 -6%
CTC
384
Central Trust Company
Missouri
$67.4K -$75 -9 -0.1%
PIS
385
POM Investment Strategies
North Carolina
$64.4K +$11.1K +1,324 +21%
Jones Financial Companies
386
Jones Financial Companies
Missouri
$63K +$48.6K +5,816 +362%
CYG
387
Clean Yield Group
Vermont
$62.7K
TWC
388
TD Waterhouse Canada
Ontario, Canada
$59.1K -$7.56K -904 -12%
AF
389
Allworth Financial
California
$58.3K +$31.4K +3,759 +117%
HI
390
Harbour Investments
Wisconsin
$58.1K -$8.38K -1,002 -13%
LC
391
Lindbrook Capital
California
$56.2K -$6.38K -763 -10%
LIP
392
Liontrust Investment Partners
United Kingdom
$54.6K -$144K -17,226 -73%
BBHC
393
Brown Brothers Harriman & Co
New York
$52.9K -$1.76K -211 -3%
FFA
394
Farther Finance Advisors
California
$52.6K +$1.94K +232 +4%
PB
395
Pinnacle Bancorp
Nebraska
$52.5K +$11.9K +1,421 +30%
GI
396
GAMMA Investing
California
$51.8K +$30.7K +3,676 +151%
WTC
397
WhitTier Trust Company
Nevada
$49.6K +$8.59K +1,028 +21%
RIL
398
Rothschild Investment LLC
Illinois
$49.3K -$2.43K -291 -5%
AAP
399
Arax Advisory Partners
Colorado
$47.8K +$1.45K +173 +3%
EC
400
EntryPoint Capital
New York
$47.3K -$37.5K -4,483 -45%

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.