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Haleon
HLN

568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
MCF Advisors
Kentucky
$4K – – –
JMF
477
Johnson Midwest Financial
Iowa
$3.92K – – –
LWANC
478
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.79K – – –
CWM
479
Compass Wealth Management
Connecticut
$3.79K +$3.79K +455 New
HIA
480
Harbor Investment Advisory
Maryland
$3.75K -$2.13K -256 -36%
BWL
481
Bogart Wealth LLC
Virginia
$3.52K -$200 -24 -5%
SIS
482
Sound Income Strategies
Florida
$3.49K +$3.49K +419 New
PAG
483
Paladin Advisory Group
Iowa
$3.42K – – –
MCA
484
Maryland Capital Advisors
Maryland
$3.33K – – –
NCM
485
Northwest Capital Management
Oregon
$3.33K – – –
BWP
486
Baldwin Wealth Partners
Massachusetts
$3.32K – – –
WB
487
Webster Bank
Connecticut
$2.9K – – –
CCA
488
Column Capital Advisors
Indiana
$2.89K +$2.89K +347 New
CWP
489
Concord Wealth Partners
Virginia
$2.88K – – –
CA
490
Crewe Advisors
Utah
$2.75K – – –
OP
491
ORG Partners
Indiana
$2.67K – – –
VWM
492
Venturi Wealth Management
Texas
$2.65K +$408 +49 +18%
BWAM
493
Boyd Watterson Asset Management
Ohio
$2.63K – – –
PFBT
494
Parkside Financial Bank & Trust
Missouri
$2.5K – – –
TLCM
495
Twin Lakes Capital Management
California
$2.5K – – –
IPW
496
Impact Partnership Wealth
Georgia
$2.5K +$1.45K +174 +138%
PWA
497
Provenance Wealth Advisors
Florida
$2.5K +$2.5K +300 New
HL
498
HeadInvest LLC
Maine
$2.48K +$2.5K +300 New
BLC
499
Brown, Lisle/Cummings
Rhode Island
$2.45K -$824 -99 -25%
CFS
500
CGC Financial Services
Oregon
$2.44K – – –
18 19
20
21 22

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.