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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
TCM
401
TruNorth Capital Management
Michigan
$45.5K +$44.8K +5,362 New
Allspring Global Investments
402
Allspring Global Investments
North Carolina
$43K +$42.3K +5,067 New
BF
403
BOK Financial
Oklahoma
$34.4K -$10.9K -1,304 -24%
HCP
404
Hexagon Capital Partners
Arkansas
$34.1K -$1.82K -218 -5%
BFPW
405
BOK Financial Private Wealth
Colorado
$34K
ST
406
Smithfield Trust
Pennsylvania
$33K -$4.18K -500 -11%
CSB
407
City State Bank
Iowa
$33K +$7.61K +910 +30%
MA
408
Montag & Associates
Georgia
$31.9K
AA
409
Addison Advisors
Vermont
$31.3K +$125 +15 +0.4%
NSIM
410
North Star Investment Management
Illinois
$30.4K
GM
411
GeoWealth Management
Illinois
$30.2K -$7.79K -932 -21%
BC
412
Barrett & Company
Rhode Island
$29.5K -$2.09K -250 -7%
WTA
413
Washington Trust Advisors
Massachusetts
$29.1K +$3.88K +464 +16%
FCA
414
FinTrust Capital Advisors
South Carolina
$27.8K -$7.66K -916 -22%
GKIM
415
GW&K Investment Management
Massachusetts
$27K -$5.35K -640 -17%
RA
416
Ransom Advisory
Rhode Island
$25.5K +$25.1K +3,000 New
SIC
417
Salem Investment Counselors
North Carolina
$25.1K +$2.92K +350 +13%
AF
418
Advisornet Financial
Minnesota
$25K +$19K +2,270 +335%
FMTCOCP
419
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K -$3.6K -431 -13%
SS
420
Sunbelt Securities
Texas
$25K -$15.4K -1,843 -39%
ACA
421
Atlas Capital Advisors
Wyoming
$24.5K -$67.9K -8,122 -74%
NRG
422
Nemes Rush Group
Michigan
$24.4K +$6.8K +814 +40%
CSC
423
Caldwell Sutter Capital
California
$23.1K -$6.46K -773 -22%
GBT
424
Grove Bank & Trust
Florida
$22.9K -$2.59K -310 -10%
HNB
425
Hilltop National Bank
Wyoming
$22.7K +$22.4K +2,675 New

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.