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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
426
Truvestments Capital
Florida
$9.72K +$7.2K +903 +310%
KFI
427
Key Financial Inc
Pennsylvania
$9.57K +$797 +100 +9%
CFB
428
Cullen/Frost Bankers
Texas
$9.48K -$2.54K -318 -21%
BAM
429
Bellevue Asset Management
Washington
$9.48K +$9.29K +1,165 New
PA
430
PSI Advisors
Florida
$9.06K – – –
FPB
431
First PREMIER Bank
South Dakota
$9K -$6.46K -810 -41%
VNA
432
Valley National Advisers
Pennsylvania
$9K +$2.89K +362 +54%
MHR
433
Matthew Hamilton Rosenberg
$8.91K -$2.47K -310 -22%
CT
434
Caldwell Trust
Florida
$8.59K -$2.81K -352 -25%
CFD
435
Creative Financial Designs
Indiana
$8.38K +$614 +77 +8%
TH
436
TCTC Holdings
Texas
$8.28K – – –
CSPAM
437
Cary Street Partners Asset Management
Virginia
$8.14K – – –
PCC
438
Park Circle Company
Maryland
$8.14K – – –
WAS
439
Winch Advisory Services
Wisconsin
$8K – – –
CA
440
Centerpoint Advisors
Massachusetts
$8K +$4.38K +550 +112%
FCG
441
Financial Connections Group
California
$8K +$8.4K +1,054 New
AAP
442
Arax Advisory Partners
Colorado
$7.98K – – –
IBOK
443
Independence Bank of Kentucky
Kentucky
$7.98K +$7.81K +980 New
AWM
444
Accel Wealth Management
Iowa
$7.95K – – –
BWM
445
BerganKDV Wealth Management
Minnesota
$7.94K – – –
JFA
446
JNBA Financial Advisors
Minnesota
$7.51K -$2.53K -317 -26%
FFC
447
First Financial Corp
Indiana
$7.45K – – –
PMFA
448
Plante Moran Financial Advisors
Michigan
$7.19K – – –
TFGT
449
TS Financial Group (TSFG)
Illinois
$7K -$1.99K -250 -23%
Macquarie Group
450
Macquarie Group
Australia
$7K +$343 +43 +5%
16 17
18
19 20

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.