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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
CFD
426
Creative Financial Designs
Indiana
$8.62K – – –
TH
427
TCTC Holdings
Texas
$8.47K – – –
PCC
428
Park Circle Company
Maryland
$8.33K – – –
Fidelity International
429
Fidelity International
Bermuda
$8.19K +$8.19K +983 New
AAP
430
Arax Advisory Partners
Colorado
$8.17K – – –
IBOK
431
Independence Bank of Kentucky
Kentucky
$8.16K -$2.5K -300 -23%
FMP
432
Financial Management Professionals
Texas
$8K – – –
WAS
433
Winch Advisory Services
Wisconsin
$8K – – –
Macquarie Group
434
Macquarie Group
Australia
$8K +$325 +39 +4%
HCM
435
Highlander Capital Management
New Jersey
$8K +$5.83K +700 +263%
SSB
436
Sandy Spring Bank
Maryland
$7.97K – – –
KFS
437
Kelly Financial Services
Massachusetts
$7.36K +$3.38K +406 +85%
PMFA
438
Plante Moran Financial Advisors
Michigan
$7.36K – – –
FFC
439
First Financial Corp
Indiana
$7.2K – – –
SWA
440
Sutton Wealth Advisors
Florida
$7.1K -$483 -58 -6%
TFGT
441
TS Financial Group (TSFG)
Illinois
$7K – – –
SWM
442
Sanctuary Wealth Management
Idaho
$6.83K – – –
MCM
443
MV Capital Management
Maryland
$6.7K – – –
MAWCM
444
Mine & Arao Wealth Creation & Management
California
$6.66K – – –
SAM
445
S.A. Mason
Michigan
$6.66K – – –
MIA
446
Milestone Investment Advisors
Wisconsin
$6.66K +$6.66K +800 New
JGIA
447
Jackson Grant Investment Advisers
Connecticut
$6.65K – – –
AIC
448
Archer Investment Corporation
Indiana
$6.25K +$4.16K +500 +200%
TFA
449
Toth Financial Advisory
Virginia
$6.21K – – –
JFA
450
JNBA Financial Advisors
Minnesota
$6.02K – – –
16 17
18
19 20

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.