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Haleon
HLN

Overview Fund Activity

585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$69.3M
3
Morgan Stanley
Morgan Stanley
New York
+$55.4M
4
CI
Cambiar Investors
Colorado
+$15.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$12M

Top Sellers

1
SCA
Southpoint Capital Advisors
New York
-$68.3M
2
JEST
JTC Employer Solutions Trustee
Jersey
-$56.1M
3
EIC
Equity Investment Corp
Georgia
-$32M
4
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$20.6M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$4.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCAS
476
First Command Advisory Services
Texas
$4.72K – – –
FFC
477
First Financial Corp
Indiana
$4.53K -$2.59K -315 -36%
DJSG
478
D.J. St. Germain
Massachusetts
$4.42K – – –
LF
479
Lee Financial
Texas
$4.35K – – –
TCA
480
Trifecta Capital Advisors
Illinois
$4.31K +$4.31K +523 New
OLVIG
481
Oliver Lagore Vanvalin Investment Group
Michigan
$4.3K – – –
AFIA
482
America First Investment Advisors
Nebraska
$4.12K – – –
OPTFSNA
483
Old Point Trust & Financial Services N A
Virginia
$4.12K +$4.12K +500 New
GI
484
Gradient Investments
Minnesota
$4.07K -$1.53K -186 -27%
SA
485
Scarborough Advisors
Maryland
$4K +$4K +486 New
CG
486
Cutler Group
California
$4K +$4K +600 New
MA
487
MCF Advisors
Kentucky
$3.95K – – –
CWM
488
Compass Wealth Management
Connecticut
$3.75K – – –
LWANC
489
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.75K – – –
PFBT
490
Parkside Financial Bank & Trust
Missouri
$3.7K +$1.24K +150 +50%
PS
491
Planned Solutions
California
$3.62K +$3.62K +440 New
TIM
492
Thompson Investment Management
Wisconsin
$3.61K -$8.4K -1,020 -70%
BWL
493
Bogart Wealth LLC
Virginia
$3.48K – – –
GAMC
494
Garner Asset Management Corp
Texas
$3.43K +$3.43K +415 New
MCA
495
Maryland Capital Advisors
Maryland
$3.29K – – –
NCM
496
Northwest Capital Management
Oregon
$3.29K – – –
VAMG
497
Voisard Asset Management Group
Michigan
$3.29K +$3.29K +400 New
IGWM
498
ICA Group Wealth Management
Colorado
$3.29K +$3.29K +400 New
BWP
499
Baldwin Wealth Partners
Massachusetts
$3.28K – – –
TFGT
500
TS Financial Group (TSFG)
Illinois
$3K -$4.89K -518 -62%
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