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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
476
First Command Bank
Texas
$4.66K – – –
FCFS
477
First Command Financial Services
Texas
$4.66K – – –
LF
478
Lee Financial
Texas
$4.62K +$925 +116 +26%
EL
479
EMFO LLC
Florida
$4.58K – – –
CT
480
Colonial Trust
South Carolina
$4.29K – – –
SSB
481
Sandy Spring Bank
Maryland
$4.18K – – –
BWL
482
Bogart Wealth LLC
Virginia
$4.16K -$104 -13 -2%
NIC
483
Northwest Investment Counselors
Oregon
$4.07K -$1.99K -250 -33%
AFIA
484
America First Investment Advisors
Nebraska
$4.07K – – –
PFBT
485
Parkside Financial Bank & Trust
Missouri
$4.07K +$1.59K +200 +67%
FMP
486
Financial Management Professionals
Texas
$4K +$3.58K +449 New
MA
487
MCF Advisors
Kentucky
$3.91K – – –
PCM
488
Pointe Capital Management
Michigan
$3.88K +$3.8K +477 New
JMF
489
Johnson Midwest Financial
Iowa
$3.83K – – –
SSC
490
Syverson Strege & Co
Iowa
$3.74K +$3.67K +460 New
CT
491
Cambridge Trust
Massachusetts
$3.74K – – –
LWANC
492
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.7K – – –
TCOV
493
Trust Company of Vermont
Vermont
$3.7K +$941 +118 +35%
PFSC
494
Peoples Financial Services Corp
Pennsylvania
$3.58K – – –
FFA
495
Fairfield Financial Advisors
Massachusetts
$3.48K – – –
PAG
496
Paladin Advisory Group
Iowa
$3.34K +$3.27K +410 New
MCA
497
Maryland Capital Advisors
Maryland
$3.26K – – –
BWP
498
Baldwin Wealth Partners
Massachusetts
$3.25K – – –
NC
499
NewSquare Capital
Pennsylvania
$3.11K +$1.82K +228 +148%
ADL
500
Asset Dedication LLC
California
$3K – – –
18 19
20
21 22

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.