We are live on ! Find out more

619 hedge funds and large institutions have $5.68B invested in Haleon in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $518K | Put options by funds: $115K

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

2% more funds holding

Funds holding: 608619 (+11)

0.04% more ownership

Funds ownership: 12.72%12.75% (+0.04%)

2% less capital invested

Capital invested by funds: $5.79B → $5.68B (-$109M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
619
Holders Change
+11
Holders Change %
+1.81%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
87
Increased
213
Reduced
177
Closed
63
Calls
$518K
Puts
$115K
Net Calls
+$403K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
CSP
401
Cary Street Partners
Virginia
$61.7K +$4.88K +469 +8%
National Bank of Canada
402
National Bank of Canada
Quebec, Canada
$60.3K -$123K -11,818 -66%
AF
403
Advisornet Financial
Minnesota
$59.8K -$1.31K -126 -2%
HI
404
Harbour Investments
Wisconsin
$58.9K +$52.3K +5,024 +588%
MG
405
Mather Group
Illinois
$56.6K +$58.9K +5,658 New
HNB
406
Huntington National Bank
Ohio
$56.4K +$46.6K +4,477 +388%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$51.8K +$24.3K +2,331 +82%
IA
408
IFP Advisors
Florida
$47.5K +$9.84K +946 +25%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$46.4K -$8.89K -855 -16%
AA
410
Ancora Advisors
Ohio
$45.6K -$5.84K -561 -11%
Fidelity International
411
Fidelity International
Bermuda
$45.5K -$1.01K -97 -2%
WTA
412
Washington Trust Advisors
Massachusetts
$41.6K
BWA
413
Basecamp Wealth Advisors
Washington
$41.6K
SWM
414
Spire Wealth Management
Virginia
$40.2K -$1.41K -135 -3%
HCM
415
Hollencrest Capital Management
California
$39.7K
GKIM
416
GW&K Investment Management
Massachusetts
$39K +$3.84K +369 +11%
AUB
417
Atlantic Union Bankshares
Virginia
$37.3K -$26.4K -2,540 -41%
AA
418
Addison Advisors
Vermont
$36.2K -$416 -40 -1%
BC
419
Barrett & Company
Rhode Island
$35K
TPWA
420
Twin Peaks Wealth Advisors
California
$34.6K +$36K +3,456 New
OWA
421
Opal Wealth Advisors
New York
$34.3K +$35.7K +3,431 New
RIL
422
Rothschild Investment LLC
Illinois
$34.1K +$2.51K +241 +8%
TCOT
423
Trust Company of Toledo
Ohio
$32K -$3.9K -375 -10%
OCWP
424
Owl Creek Wealth Partners
Colorado
$31.2K +$32.4K +3,119 New
CNBTD
425
Citizens National Bank Trust Department
Mississippi
$30.2K -$2.73K -262 -8%