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Haleon
HLN

585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more funds holding

Funds holding: 547 → 585 (+38)

0.31% more ownership

Funds ownership: 3.34% → 3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$157M
2
SCA
Southpoint Capital Advisors
New York
+$42.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$41.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$41.1M

Top Sellers

1
SC
Sessa Capital
New York
-$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$24.6M
4
Jane Street
Jane Street
New York
-$14.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
476
Clearview Wealth Advisors
Oregon
$4.86K +$463 +68 +13%
IRAG
477
Investment Research & Advisory Group
Georgia
$4.8K – – –
HIA
478
Harbor Investment Advisory
Maryland
$4.66K +$912 +134 +30%
EL
479
EMFO LLC
Florida
$4.5K – – –
CT
480
Colonial Trust
South Carolina
$4.22K +$3.59K +527 New
BWL
481
Bogart Wealth LLC
Virginia
$4.19K – – –
SSB
482
Sandy Spring Bank
Maryland
$4.1K +$272 +40 +8%
AFIA
483
America First Investment Advisors
Nebraska
$4K – – –
CA
484
Centerpoint Advisors
Massachusetts
$4K – – –
JMF
485
Johnson Midwest Financial
Iowa
$4K – – –
CT
486
Cambridge Trust
Massachusetts
$4K +$3.12K +459 New
CS
487
Comerica Securities
Michigan
$4K +$3.4K +500 New
MA
488
MCF Advisors
Kentucky
$3.84K – – –
CFO
489
CVA Family Office
Colorado
$3.82K +$1.53K +225 +89%
KIA
490
Kraematon Investment Advisors
Massachusetts
$3.73K +$3.17K +466 New
BC
491
Burleson & Co
California
$3.66K – – –
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.64K – – –
LF
493
Lee Financial
Texas
$3.61K – – –
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$3.52K -$680 -100 -19%
RFG
495
RFP Financial Group
Georgia
$3.51K +$2.99K +439 New
FFA
496
Fairfield Financial Advisors
Massachusetts
$3.45K – – –
GI
497
Gradient Investments
Minnesota
$3.27K -$1.13K -166 -29%
MFT
498
Moisand Fitzgerald Tamayo
Florida
$3.22K – – –
MCA
499
Maryland Capital Advisors
Maryland
$3.2K – – –
NFSG
500
Newbridge Financial Services Group
Florida
$3.2K +$2.72K +400 New
18 19
20
21 22

HLN Hedge Fund Activity: Q4 2022 in Review

585 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new HLN positions and 98 closed out — a net gain of 52 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.

  • 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
  • Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
  • 150 funds opened new Haleon positions in Q4 2022 and 98 closed out, a net change of +52 holders.
  • The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
  • The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.