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Haleon
HLN

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: 5 → 6 (+1)

7% more funds holding

Funds holding: 547 → 585 (+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

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$157M
2
SCA
Southpoint Capital Advisors
New York
+$42.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$41.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$41.1M

Top Sellers

1
SC
Sessa Capital
New York
-$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$24.6M
4
Jane Street
Jane Street
New York
-$14.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
426
Y.D. More Investments
Israel
$10.2K +$8.65K +1,271 New
GFPC
427
Global Financial Private Client
Florida
$10.2K – – –
DIP
428
DT Investment Partners
Pennsylvania
$10K – – –
JFA
429
JNBA Financial Advisors
Minnesota
$9.91K – – –
MWM
430
MinichMacGregor Wealth Management
New York
$9.78K +$8.31K +1,222 New
CPG
431
Cornerstone Planning Group
New Jersey
$9.66K +$8.34K +1,226 New
AIM
432
Anchor Investment Management
South Carolina
$9.6K – – –
TIM
433
Tortoise Investment Management
New York
$9.6K – – –
TFGT
434
TS Financial Group (TSFG)
Illinois
$9K -$340 -50 -4%
RBC
435
Roble Belko & Company
Pennsylvania
$9K +$2.18K +320 +37%
SC
436
Sierra Capital
Florida
$9K +$7.33K +1,077 New
PGAM
437
Princeton Global Asset Management
New Jersey
$9K +$7.83K +1,150 New
Jones Financial Companies
438
Jones Financial Companies
Missouri
$9K +$8.06K +1,185 New
PA
439
PSI Advisors
Florida
$8.9K -$6.13K -901 -45%
HGWM
440
Harvest Group Wealth Management
Massachusetts
$8.86K – – –
FFA
441
Farther Finance Advisors
California
$8.38K +$7.13K +1,048 New
TH
442
TCTC Holdings
Texas
$8.14K – – –
CSPAM
443
Cary Street Partners Asset Management
Virginia
$8K – – –
PCC
444
Park Circle Company
Maryland
$8K – – –
WAS
445
Winch Advisory Services
Wisconsin
$8K – – –
AAP
446
Arax Advisory Partners
Colorado
$7.84K – – –
AWM
447
Accel Wealth Management
Iowa
$7.81K – – –
BWM
448
BerganKDV Wealth Management
Minnesota
$7.8K – – –
CFD
449
Creative Financial Designs
Indiana
$7.62K +$6.49K +953 New
FFC
450
First Financial Corp
Indiana
$7.32K – – –
16 17
18
19 20

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.