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Haleon
HLN

Overview Fund Activity

564 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, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
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
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$449M
2
HL
2
Harding Loevner
New Jersey
$187M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$42.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$14.1M

Top Sellers

1
PCM
1
Palestra Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$3.96M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$126M
4
MGCM
4
Mane Global Capital Management
New York
$0
5
SC
5
Sculptor Capital
New York
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$16.1M -$1.06M -127,825 -6%
RJA
27
Raymond James & Associates
Florida
$15.5M -$1.76M -211,551 -10%
Kayne Anderson Rudnick Investment Management
28
Kayne Anderson Rudnick Investment Management
California
$14.1M +$13.9M +1,667,643 +6,593%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.4M +$2.22M +265,979 +20%
LPL Financial
30
LPL Financial
California
$13.1M +$384K +46,137 +3%
UBS Group
31
UBS Group
Switzerland
$13.1M -$475K -56,997 -3%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$12.5M +$5.18M +622,041 +71%
HCM
33
Heathbridge Capital Management
Ontario, Canada
$10.6M -$33.3K -4,000 -0.3%
Stifel Financial
34
Stifel Financial
Missouri
$9.65M +$286K +34,385 +3%
Dimensional Fund Advisors
35
Dimensional Fund Advisors
Texas
$9.6M -$223K -26,818 -2%
EWA
36
Exencial Wealth Advisors
Oklahoma
$8.99M +$313K +37,556 +4%
KBG
37
Kahn Brothers Group
New York
$8.6M -$1.98M -237,974 -19%
Citigroup
38
Citigroup
New York
$8.26M +$768K +92,160 +10%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$7.99M -$17.8K -2,137 -0.2%
First Eagle Investment Management
40
First Eagle Investment Management
New York
$7.94M +$690K +82,870 +10%
Truist Financial
41
Truist Financial
North Carolina
$6.77M +$1.38M +165,847 +26%
GH
42
GAM Holding
Switzerland
$6.65M -$13.6K -1,630 -0.2%
US Bancorp
43
US Bancorp
Minnesota
$6.23M +$1.91M +229,392 +44%
QM
44
QVIDTVM Management
Texas
$5.91M +$1.59M +190,836 +37%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$5.6M +$1.06M +127,661 +23%
OAM
46
Oppenheimer Asset Management
New York
$5.45M +$1.8M +216,478 +49%
WF
47
Welch & Forbes
Massachusetts
$5.41M -$4.32K -518 -0.1%
BCPE
48
Bain Capital Public Equity
Massachusetts
$5.29M -$441K -52,888 -8%
Voloridge Investment Management
49
Voloridge Investment Management
Florida
$4.95M +$4.77M +572,193 +2,538%
MPEM
50
Marathon Partners Equity Management
New York
$4.83M – – –
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