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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: 56 (+1)

7% more funds holding

Funds holding: 547585 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
MGCM
26
Mane Global Capital Management
New York
$18.4M +$15.6M +2,294,078 New
SC
27
Sculptor Capital
New York
$16.4M -$8.85M -1,300,000 -39%
RJA
28
Raymond James & Associates
Florida
$16.3M +$256K +37,556 +2%
EP
29
Eversept Partners
New York
$15.1M +$12.8M +1,881,470 New
UBS Group
30
UBS Group
Switzerland
$13.8M +$65.6K +9,637 +0.6%
Invesco
31
Invesco
Georgia
$13.7M +$9.23M +1,356,522 +385%
HCM
32
Hitchwood Capital Management
New York
$13.6M +$11.6M +1,700,000 New
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$12.7M +$3.3M +484,359 +44%
Balyasny Asset Management
34
Balyasny Asset Management
Illinois
$11.9M -$8.01M -1,176,479 -44%
Nomura Holdings
35
Nomura Holdings
Japan
$11.8M +$10M +1,474,565 New
KBG
36
Kahn Brothers Group
New York
$11.3M -$217K -31,935 -2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$10.7M -$631K -92,804 -6%
BCPE
38
Bain Capital Public Equity
Massachusetts
$8.94M +$7.6M +1,117,068 New
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.34M +$3.36M +493,200 +90%
CCP
40
Clifford Capital Partners
Utah
$8.2M +$1.59M +233,203 +29%
Stifel Financial
41
Stifel Financial
Missouri
$8.13M +$21K +3,093 +0.3%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$7.99M +$253K +37,206 +4%
Citadel Advisors
43
Citadel Advisors
Florida
$7.58M +$5.35M +785,976 +487%
GH
44
GAM Holding
Switzerland
$7.26M -$53.3K -7,831 -0.9%
ERSOT
45
Employees Retirement System of Texas
Texas
$7.03M
First Eagle Investment Management
46
First Eagle Investment Management
New York
$6.33M +$3.3M +485,384 +159%
Citigroup
47
Citigroup
New York
$5.75M +$139K +20,360 +3%
WF
48
Welch & Forbes
Massachusetts
$5.2M +$4.42M +649,604 New
KCM
49
Kornitzer Capital Management
Kansas
$5.12M -$323K -47,538 -7%
Capital International Investors
50
Capital International Investors
California
$4.92M