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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
JWA
426
JFS Wealth Advisors
Pennsylvania
$21.4K -$1.28K -153 -6%
IFAM
427
Institutional & Family Asset Management
Colorado
$21.1K +$4.65K +556 +29%
POIA
428
Pin Oak Investment Advisors
Texas
$21K
CHC
429
City Holding Co
West Virginia
$20.1K
KFI
430
Key Financial Inc
Pennsylvania
$19.4K
SWA
431
SOA Wealth Advisors
New York
$17.2K
CA
432
Continuum Advisory
Idaho
$16.3K +$16.4K +1,968 New
Group One Trading
433
Group One Trading
Illinois
$16.2K +$8.98K +1,074 +129%
AA
434
Ancora Advisors
Ohio
$15.7K
GEA
435
Glen Eagle Advisors
New Jersey
$15.7K +$836 +100 +6%
PGAM
436
Princeton Global Asset Management
New Jersey
$15.4K -$3.16K -378 -17%
HPC
437
HM Payson & Co
Maine
$15.4K
FMII
438
Farmers & Merchants Investments Inc
Nebraska
$15.1K +$4.11K +492 +38%
HBW
439
Hazlett, Burt & Watson
West Virginia
$15K
WBC
440
West Branch Capital
Massachusetts
$14K
PCMC
441
Planning Capital Management Corporation
Pennsylvania
$13.8K
CA
442
CoreCap Advisors
Michigan
$13.3K +$13.1K +1,563 New
Fidelity International
443
Fidelity International
Bermuda
$12.9K +$1.76K +211 +16%
CTA
444
Colonial Trust Advisors
South Carolina
$12.9K
Barclays
445
Barclays
United Kingdom
$12.7K -$58.5K -6,999 -82%
FDCP
446
Foster Dykema Cabot & Partners
Massachusetts
$12.5K
CMP
447
Coston McIsaac & Partners
Maine
$12K
JFGIW
448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11.9K -$426 -51 -4%
FGAM
449
Financial Gravity Asset Management
Texas
$11.6K +$8.47K +1,013 +290%
CNBTD
450
Citizens National Bank Trust Department
Mississippi
$11.5K

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.