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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
Barclays
401
Barclays
United Kingdom
$16.2K +$2.04K +300 +17%
FMII
402
Farmers & Merchants Investments Inc
Nebraska
$15.9K -$152K -22,387 -92%
SN
403
Sittner & Nelson
Oregon
$15.8K -$510 -75 -4%
WTA
404
Washington Trust Advisors
Massachusetts
$15K +$2.4K +353 +23%
FPB
405
First PREMIER Bank
South Dakota
$15K -$11.3K -1,665 -46%
IFAM
406
Institutional & Family Asset Management
Colorado
$14.6K +$3.74K +549 +43%
ECM
407
Estabrook Capital Management
New York
$14.4K
Dimensional Fund Advisors
408
Dimensional Fund Advisors
Texas
$14.2K -$3.79M -556,490 -24%
SC
409
Solstein Capital
California
$14.2K +$12K +1,770 New
WBC
410
West Branch Capital
Massachusetts
$14K
GEA
411
Glen Eagle Advisors
New Jersey
$14K
BCWM
412
Bartlett & Co Wealth Management
Ohio
$13.2K -$2.04K -300 -15%
BC
413
Bartlett & Co
Ohio
$13K -$2.04K -300 -15%
SSG
414
Summit Securities Group
New York
$13K
HCP
415
Hexagon Capital Partners
Arkansas
$13K -$48 -7 -0.4%
AWM
416
Accurate Wealth Management
Florida
$12.5K +$11K +1,612 New
CA
417
CoreCap Advisors
Michigan
$12.2K +$10.4K +1,525 New
CTA
418
Colonial Trust Advisors
South Carolina
$12.2K +$10.3K +1,519 New
HBW
419
Hazlett, Burt & Watson
West Virginia
$12K
CFB
420
Cullen/Frost Bankers
Texas
$11.9K -$52.4K -7,700 -84%
CT
421
Caldwell Trust
Florida
$11.3K
MHR
422
Matthew Hamilton Rosenberg
$11.2K +$9.56K +1,405 New
CNBTD
423
Citizens National Bank Trust Department
Mississippi
$11K
ACM
424
AUA Capital Management
Pennsylvania
$10.7K +$9.14K +1,343 New
ZIG
425
Zullo Investment Group
Pennsylvania
$10.3K -$1.97K -290 -18%

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.