585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
CI
26
Cambiar Investors
Colorado
$15.2M +$15.2M +1,849,972 New
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$13.4M -$516K -62,691 -4%
LPL Financial
28
LPL Financial
California
$13.2M +$283K +34,411 +2%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$12.8M +$12M +1,458,881 +1,577%
UBS Group
30
UBS Group
Switzerland
$12.7M -$285K -34,599 -2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$11.4M -$1.79M -216,938 -14%
HCM
32
Heathbridge Capital Management
Ontario, Canada
$10.2M -$302K -36,700 -3%
Stifel Financial
33
Stifel Financial
Missouri
$9.89M +$362K +43,958 +4%
EWA
34
Exencial Wealth Advisors
Oklahoma
$9.1M +$217K +26,313 +2%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$9.09M -$3.21M -389,932 -26%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$8.55M +$704K +85,577 +9%
Optiver Holding
37
Optiver Holding
Netherlands
$8.26M +$5.7M +696,327 +223%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$8.03M -$1.46M -176,990 -15%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$7.95M +$55.8K +6,784 +0.7%
Citigroup
40
Citigroup
New York
$7.93M -$232K -28,136 -3%
GH
41
GAM Holding
Switzerland
$6.57M
US Bancorp
42
US Bancorp
Minnesota
$6.38M +$227K +27,572 +4%
QM
43
QVIDTVM Management
Texas
$6.25M +$412K +50,000 +7%
Truist Financial
44
Truist Financial
North Carolina
$6.2M -$492K -59,791 -7%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$5.61M +$18.2K +2,195 +0.3%
WF
46
Welch & Forbes
Massachusetts
$5.34M
KBG
47
Kahn Brothers Group
New York
$5.31M -$3.18M -386,789 -37%
American Century Companies
48
American Century Companies
Missouri
$5.23M +$1.61M +195,259 +44%
OAM
49
Oppenheimer Asset Management
New York
$5.01M -$373K -45,365 -7%
OPS
50
Orion Portfolio Solutions
Nebraska
$4.81M -$188K -21,708 -4%