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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
GWSG
451
GPS Wealth Strategies Group
Colorado
$11.2K -$1.67K -200 -13%
TF
452
Tompkins Financial
New York
$11K -$19.7K -2,354 -64%
LFG
453
Larson Financial Group
Missouri
$11K +$5.85K +700 +117%
NS
454
NBC Securities
Alabama
$11K +$961 +115 +11%
SAM
455
Smartleaf Asset Management
Massachusetts
$10.7K +$10.5K +1,260 New
GFPC
456
Global Financial Private Client
Florida
$10.6K
DIP
457
DT Investment Partners
Pennsylvania
$10.6K
Deutsche Bank
458
Deutsche Bank
Germany
$10.6K +$3.34K +400 +47%
ZB
459
Zions Bancorporation
Utah
$10.2K
OIA
460
Optimum Investment Advisors
Illinois
$10.2K -$3.08K -368 -23%
TIM
461
Tortoise Investment Management
New York
$10.2K
RBC
462
Roble Belko & Company
Pennsylvania
$10K
Macquarie Group
463
Macquarie Group
Australia
$10K +$201 +24 +2%
ACM
464
Accent Capital Management
Ohio
$9.89K
PBK
465
Peoples Bank (Kansas)
Kansas
$9.34K
OA
466
Operose Advisors
Wisconsin
$9.3K +$9.16K +1,096 New
BCWM
467
Bartlett & Co Wealth Management
Ohio
$9.28K
MHR
468
Matthew Hamilton Rosenberg
$9.13K
CFD
469
Creative Financial Designs
Indiana
$8.82K -$418 -50 -5%
TH
470
TCTC Holdings
Texas
$8.63K
SC
471
SouthState Corp
Florida
$8.58K +$3.31K +396 +64%
PCC
472
Park Circle Company
Maryland
$8.49K
HCM
473
Highlander Capital Management
New Jersey
$8.2K
SSB
474
Sandy Spring Bank
Maryland
$8.13K
WAS
475
Winch Advisory Services
Wisconsin
$8.11K

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.