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Haleon
HLN

547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0% → 3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
–
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
–
Reduced
–
Closed
–
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$475M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
3
ClearBridge Investments
ClearBridge Investments
New York
+$127M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$125M
5
SC
Sessa Capital
New York
+$110M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
476
Gradient Investments
Minnesota
$3K +$3.71K +574 New
Bank of Montreal
477
Bank of Montreal
Ontario, Canada
$2.74K +$2.91M +449,460 New
FFA
478
Fairfield Financial Advisors
Massachusetts
$2.63K +$2.79K +431 New
AW
479
Avion Wealth
Texas
$2K +$1.62K +250 New
FPFS
480
First Personal Financial Services
North Carolina
$2K +$1.62K +250 New
CFO
481
CVA Family Office
Colorado
$2K +$1.64K +253 New
HCM
482
Highlander Capital Management
New Jersey
$2K +$1.72K +266 New
BIA
483
Bell Investment Advisors
California
$2K +$1.82K +281 New
BEI
484
Benjamin Edwards Inc
Missouri
$2K +$1.88K +290 New
TC
485
Truvestments Capital
Florida
$2K +$1.88K +291 New
LFG
486
Larson Financial Group
Missouri
$2K +$1.92K +297 New
SC
487
Schubert & Co
Texas
$2K +$1.92K +297 New
HFM
488
Hartford Financial Management
Connecticut
$2K +$1.94K +300 New
EI
489
Ellevest Inc
New York
$2K +$1.95K +301 New
RG
490
Retirement Group
California
$2K +$1.97K +304 New
OLVIG
491
Oliver Lagore Vanvalin Investment Group
Michigan
$2K +$2.05K +317 New
CA
492
Crewe Advisors
Utah
$2K +$2.14K +330 New
ADL
493
Asset Dedication LLC
California
$2K +$2.3K +356 New
MWM
494
Mascoma Wealth Management
New Hampshire
$2K +$2.36K +365 New
GWS
495
Glassman Wealth Services
Virginia
$2K +$2.54K +392 New
MCA
496
Maryland Capital Advisors
Maryland
$2K +$2.59K +400 New
M
497
MOTCO
Texas
$2K +$2.59K +400 New
SWM
498
Selective Wealth Management
Virginia
$2K +$2.59K +400 New
MFT
499
Moisand Fitzgerald Tamayo
Florida
$2K +$2.6K +402 New
KFS
500
Kelly Financial Services
Massachusetts
$1.97K +$2.09K +323 New
18 19
20
21 22

HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.