We are live on ! Find out more
HLN icon

Haleon
HLN

579 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $476K | Put options by funds: $232K

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

0.14% more ownership

Funds ownership: 5.56% → 5.7% (+0.14%)

0% less capital invested

Capital invested by funds: $4.31B → $4.29B (-$12.9M)

3% less funds holding

Funds holding: 599 → 579 (-20)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
579
Holders Change
-20
Holders Change %
-3.34%
% of All Funds
8.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
57
Increased
216
Reduced
179
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K

Top Buyers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
3
SC
Sculptor Capital
New York
+$30M
4
ClearBridge Investments
ClearBridge Investments
New York
+$27.6M
5
Dodge & Cox
Dodge & Cox
California
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$62.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.9M
4
Bank of America
Bank of America
North Carolina
-$45.2M
5
MIM
Martin Investment Management
Florida
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Eagle Investment Management
26
First Eagle Investment Management
New York
$15.4M +$4.19M +501,035 +37%
Kayne Anderson Rudnick Investment Management
27
Kayne Anderson Rudnick Investment Management
California
$15.4M -$377K -45,111 -2%
Invesco
28
Invesco
Georgia
$14.4M -$4.01M -480,006 -22%
Stifel Financial
29
Stifel Financial
Missouri
$14.1M +$735K +87,950 +5%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$13.9M +$768K +91,874 +6%
CI
31
Cambiar Investors
Colorado
$13.1M -$870K -104,075 -6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$13M +$1.58M +189,519 +14%
UBS Group
33
UBS Group
Switzerland
$13M -$2.31M -275,993 -15%
Renaissance Technologies
34
Renaissance Technologies
New York
$10.7M -$8.54M -1,021,525 -44%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$10.3M -$2.53M -302,653 -20%
HCM
36
Heathbridge Capital Management
Ontario, Canada
$9.31M -$832K -99,500 -8%
EWA
37
Exencial Wealth Advisors
Oklahoma
$9.02M -$111K -13,311 -1%
Citigroup
38
Citigroup
New York
$8.62M +$408K +48,847 +5%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$8.36M +$286K +34,210 +3%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$8.32M +$206K +24,673 +3%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$8.06M +$47.5K +5,680 +0.6%
Two Sigma Advisers
42
Two Sigma Advisers
New York
$7.74M +$7.83M +937,100 New
LPL Financial
43
LPL Financial
California
$7.68M -$8.22M -983,549 -51%
GH
44
GAM Holding
Switzerland
$6.96M +$342K +40,893 +5%
OAM
45
Oppenheimer Asset Management
New York
$6.82M +$1.08M +129,287 +19%
US Bancorp
46
US Bancorp
Minnesota
$6.71M +$731K +87,478 +12%
SEI Investments
47
SEI Investments
Pennsylvania
$6.63M +$179K +21,418 +3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$6.38M +$585K +69,939 +10%
American Century Companies
49
American Century Companies
Missouri
$6.31M -$1.6M -191,186 -20%
Truist Financial
50
Truist Financial
North Carolina
$6.25M +$296K +35,456 +5%
1
2
3 4 5

HLN Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q2 2024, worth a combined $4.29B — down 0.3% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HLN and 57 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 216 added.

The largest buyer was Harding Loevner, adding an estimated $190M. The largest seller was AllianceBernstein, cutting an estimated $89.8M.

  • 579 institutional investors held Haleon (HLN) as of Q2 2024, down from 599 in Q1 2024.
  • Funds reported $4.29B of Haleon stock for Q2 2024, down 0.3% quarter-over-quarter.
  • 57 funds opened new Haleon positions in Q2 2024 and 66 closed out, a net change of -9 holders.
  • The largest Haleon buyer in Q2 2024 was Harding Loevner, an estimated $190M added.
  • The largest Haleon seller in Q2 2024 was AllianceBernstein, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.