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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
AAG
451
Armstrong Advisory Group
Massachusetts
$5.83K – – –
PSB
452
Piscataqua Savings Bank
New Hampshire
$5.68K – – –
GI
453
Gradient Investments
Minnesota
$5.66K -$525 -63 -8%
CTWM
454
Cherry Tree Wealth Management
Minnesota
$5.63K – – –
HGERS
455
Householder Group Estate & Retirement Specialist
Arizona
$5.61K +$5.61K +674 New
RFA
456
Register Financial Advisors
Georgia
$5.57K – – –
CWM
457
Cranbrook Wealth Management
Michigan
$5.3K – – –
FP
458
Financial Perspectives
Minnesota
$5.18K – – –
SC
459
SouthState Corp
Florida
$5.12K – – –
CIA
460
Cape Investment Advisory
Georgia
$5.01K – – –
CT
461
Caldwell Trust
Florida
$5K -$3.79K -455 -43%
LFG
462
Larson Financial Group
Missouri
$4.98K +$2.5K +300 +101%
TAM
463
Tucker Asset Management
Colorado
$4.96K – – –
GWMI
464
Guardian Wealth Management (Illinois)
Illinois
$4.87K -$758 -91 -13%
FCAS
465
First Command Advisory Services
Texas
$4.77K +$4.77K +573 New
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.58K – – –
DJSG
467
D.J. St. Germain
Massachusetts
$4.47K +$858 +103 +24%
CAM
468
Chesapeake Asset Management
New York
$4.41K -$10.9K -1,305 -71%
LF
469
Lee Financial
Texas
$4.4K +$641 +77 +17%
NIC
470
Northwest Investment Counselors
Oregon
$4.37K +$208 +25 +5%
OLVIG
471
Oliver Lagore Vanvalin Investment Group
Michigan
$4.36K -$1.67K -200 -28%
AFIA
472
America First Investment Advisors
Nebraska
$4.17K – – –
PB
473
Pinnacle Bancorp
Nebraska
$4.17K – – –
ADL
474
Asset Dedication LLC
California
$4K – – –
BFP
475
Briaud Financial Planning
Texas
$4K +$4.23K +508 New
17 18
19
20 21

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.