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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
PMFA
451
Plante Moran Financial Advisors
Michigan
$7.06K – – –
Macquarie Group
452
Macquarie Group
Australia
$7K -$1.45M -212,831 -100%
GKIM
453
GW&K Investment Management
Massachusetts
$7K +$5.88K +864 New
NF
454
Norwood Financial
Pennsylvania
$6.92K -$851 -125 -13%
SWM
455
Sanctuary Wealth Management
Idaho
$6.56K +$5.58K +820 New
KFI
456
Key Financial Inc
Pennsylvania
$6.55K – – –
MCM
457
MV Capital Management
Maryland
$6.43K – – –
MAWCM
458
Mine & Arao Wealth Creation & Management
California
$6.4K – – –
SAM
459
S.A. Mason
Michigan
$6.4K – – –
CLOS
460
Compagnie Lombard Odier SCmA
Switzerland
$6K – – –
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$6K – – –
EWM
462
Endurance Wealth Management
Rhode Island
$6K +$5K +734 New
NIC
463
Northwest Investment Counselors
Oregon
$6K +$5.1K +750 New
TFA
464
Toth Financial Advisory
Virginia
$5.96K – – –
OLVIG
465
Oliver Lagore Vanvalin Investment Group
Michigan
$5.78K +$2.76K +406 +128%
AAG
466
Armstrong Advisory Group
Massachusetts
$5.6K +$4.76K +700 New
WAM
467
WFA Asset Management
Wisconsin
$5.54K – – –
GWMI
468
Guardian Wealth Management (Illinois)
Illinois
$5.4K -$653 -96 -12%
RFA
469
Register Financial Advisors
Georgia
$5.32K +$4.53K +665 New
CWM
470
Cranbrook Wealth Management
Michigan
$5.09K – – –
VNA
471
Valley National Advisers
Pennsylvania
$5K -$422 -62 -9%
FCB
472
First Command Bank
Texas
$5K – – –
FCFS
473
First Command Financial Services
Texas
$5K – – –
FP
474
Financial Perspectives
Minnesota
$4.96K – – –
SC
475
SouthState Corp
Florida
$4.92K +$4.18K +615 New
17 18
19
20 21

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.