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Haleon
HLN

568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
401
Godsey & Gibb Inc
Virginia
$13.7K – – –
WBC
402
West Branch Capital
Massachusetts
$13.7K – – –
Jones Financial Companies
403
Jones Financial Companies
Missouri
$13.4K +$3.51K +422 +36%
CTA
404
Colonial Trust Advisors
South Carolina
$12.7K – – –
TIM
405
Thompson Investment Management
Wisconsin
$12.2K -$1.33K -160 -10%
CMP
406
Coston McIsaac & Partners
Maine
$12K – – –
FDCC
407
Foster Dykema Cabot & Co
Massachusetts
$12K – – –
CNBTD
408
Citizens National Bank Trust Department
Mississippi
$11.3K – – –
TWM
409
Tradition Wealth Management
Minnesota
$11K -$2.82K -339 -20%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$10.7K -$1.71K -205 -14%
GFPC
411
Global Financial Private Client
Florida
$10.5K – – –
DIP
412
DT Investment Partners
Pennsylvania
$10.4K – – –
ZB
413
Zions Bancorporation
Utah
$10K -$2.35K -282 -19%
RBC
414
Roble Belko & Company
Pennsylvania
$10K – – –
AIM
415
Anchor Investment Management
South Carolina
$10K – – –
TIM
416
Tortoise Investment Management
New York
$10K – – –
KFI
417
Key Financial Inc
Pennsylvania
$9.8K – – –
PGAM
418
Princeton Global Asset Management
New Jersey
$9.58K – – –
AF
419
Advisornet Financial
Minnesota
$9.32K -$2.22K -267 -19%
PA
420
PSI Advisors
Florida
$9.27K – – –
PBK
421
Peoples Bank (Kansas)
Kansas
$9.16K +$9.16K +1,100 New
OA
422
Operose Advisors
Wisconsin
$9.13K +$9.13K +1,096 New
MHR
423
Matthew Hamilton Rosenberg
$9.12K – – –
CA
424
Centerpoint Advisors
Massachusetts
$9K – – –
VNA
425
Valley National Advisers
Pennsylvania
$9K – – –
15 16
17
18 19

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.