Haleon
609 hedge funds and large institutions have $7.01B invested in Haleon in 2024 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 202 increasing their positions, 173 reducing their positions, and 68 closing their positions.
358% more call options, than puts
Call options by funds: $3.53M | Put options by funds: $770K
46% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 68
29% more capital invested
Capital invested by funds: $5.45B → $7.01B (+$1.55B)
17% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 173
4% more funds holding
Funds holding: 587 → 609 (+22)
2.45% more ownership
Funds ownership: 5.66% → 8.11% (+2.5%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$60.4M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$52.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$48M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$46.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$130M |
| 2 |
ClearBridge Investments
New York
|
-$44.7M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$9.27M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$7.45M |
| 5 |
Primecap Management
Pasadena,
California
|
-$5.8M |
HLN Hedge Fund Activity: Q4 2024 in Review
609 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2024, worth a combined $7.01B — up 29% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new HLN positions and 68 closed out — a net gain of 31 holders — while 202 added to existing stakes and 173 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $60.4M. The largest seller was Fisher Asset Management, cutting an estimated $130M.
- 609 institutional investors held Haleon (HLN) as of Q4 2024, up from 587 in Q3 2024.
- Funds reported $7.01B of Haleon stock for Q4 2024, up 29% quarter-over-quarter.
- 99 funds opened new Haleon positions in Q4 2024 and 68 closed out, a net change of +31 holders.
- The largest Haleon buyer in Q4 2024 was Wellington Management Group, an estimated $60.4M added.
- The largest Haleon seller in Q4 2024 was Fisher Asset Management, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2024.