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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
MCM
451
MV Capital Management
Maryland
$6.54K – – –
MAWCM
452
Mine & Arao Wealth Creation & Management
California
$6.51K – – –
SAM
453
S.A. Mason
Michigan
$6.51K – – –
MIA
454
Milestone Investment Advisors
Wisconsin
$6.51K +$6.38K +800 New
JGIA
455
Jackson Grant Investment Advisers
Connecticut
$6.5K +$6.36K +798 New
LFG
456
Larson Financial Group
Missouri
$6.39K +$3.89K +488 +164%
OSNBOA
457
Old Second National Bank of Aurora
Illinois
$6.11K – – –
TFA
458
Toth Financial Advisory
Virginia
$6.07K – – –
EWM
459
Endurance Wealth Management
Rhode Island
$6K – – –
HGERS
460
Householder Group Estate & Retirement Specialist
Arizona
$6K +$6.19K +776 New
OLVIG
461
Oliver Lagore Vanvalin Investment Group
Michigan
$5.88K – – –
AAG
462
Armstrong Advisory Group
Massachusetts
$5.7K – – –
CLOS
463
Compagnie Lombard Odier SCmA
Switzerland
$5.7K – – –
WAM
464
WFA Asset Management
Wisconsin
$5.63K – – –
PSB
465
Piscataqua Savings Bank
New Hampshire
$5.55K -$10.7K -1,346 -66%
SS
466
Sunbelt Securities
Texas
$5.54K +$5.46K +685 New
GWMI
467
Guardian Wealth Management (Illinois)
Illinois
$5.5K – – –
RFA
468
Register Financial Advisors
Georgia
$5.41K – – –
CWM
469
Cranbrook Wealth Management
Michigan
$5.18K – – –
FP
470
Financial Perspectives
Minnesota
$5.05K – – –
SC
471
SouthState Corp
Florida
$5.01K – – –
CWA
472
Clearview Wealth Advisors
Oregon
$4.95K – – –
TAM
473
Tucker Asset Management
Colorado
$4.85K +$3.17K +397 +199%
NF
474
Norwood Financial
Pennsylvania
$4.8K -$2.19K -275 -32%
HIA
475
Harbor Investment Advisory
Maryland
$4.75K – – –
17 18
19
20 21

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.