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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
BlackRock
26
BlackRock
New York
$22M +$423K +50,655 +2%
Renaissance Technologies
27
Renaissance Technologies
New York
$19.7M -$12.7M -1,514,700 -39%
Invesco
28
Invesco
Georgia
$18.8M -$2.46M -294,071 -12%
LPL Financial
29
LPL Financial
California
$16.2M +$2.55M +304,984 +19%
Kayne Anderson Rudnick Investment Management
30
Kayne Anderson Rudnick Investment Management
California
$16.2M +$2.3M +274,777 +17%
UBS Group
31
UBS Group
Switzerland
$15.7M +$2.59M +309,434 +20%
CI
32
Cambiar Investors
Colorado
$14.4M -$1.29M -154,453 -8%
Stifel Financial
33
Stifel Financial
Missouri
$13.8M +$3.51M +420,186 +35%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$13.5M +$1.66M +198,464 +14%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$13.2M -$3.93K -470 -0%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$11.7M +$2.32M +277,954 +25%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$11.6M +$2.69M +321,928 +31%
Holocene Advisors
38
Holocene Advisors
New York
$11.5M +$11.3M +1,353,824 New
HCM
39
Heathbridge Capital Management
Ontario, Canada
$10.4M -$111K -13,300 -1%
EWA
40
Exencial Wealth Advisors
Oklahoma
$9.38M -$3.57K -427 -0%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.49M +$8.36M +999,682 New
Citigroup
42
Citigroup
New York
$8.44M +$255K +30,481 +3%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$8.34M +$61.9K +7,411 +0.8%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$8.31M +$5.4M +646,340 +194%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$8.23M +$25.7K +3,072 +0.3%
American Century Companies
46
American Century Companies
Missouri
$8.11M +$2.67M +319,982 +50%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$7.92M +$7.8M +933,200 New
Two Sigma Investments
48
Two Sigma Investments
New York
$7.3M +$7.19M +860,286 New
GH
49
GAM Holding
Switzerland
$6.8M +$25.2K +3,021 +0.4%
SEI Investments
50
SEI Investments
Pennsylvania
$6.63M +$2.88M +345,036 +79%