Haleon
599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.
189% more call options, than puts
Call options by funds: $971K | Put options by funds: $336K
38% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 52
31% more capital invested
Capital invested by funds: $3.3B → $4.31B (+$1.01B)
2% more funds holding
Funds holding: 590 → 599 (+9)
1.22% more ownership
Funds ownership: 4.34% → 5.56% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 199 | Existing positions reduced: 183
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$554M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$166M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$106M |
| 4 |
ClearBridge Investments
New York
|
+$99.2M |
| 5 |
MIM
Martin Investment Management
Palm Beach Gardens,
Florida
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$163M |
| 2 |
Morgan Stanley
New York
|
-$50.1M |
| 3 |
EC
Eminence Capital
New York
|
-$25.4M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$24.3M |
| 5 |
JEST
JTC Employer Solutions Trustee
St Helier,
Jersey
|
-$18.1M |
HLN Hedge Fund Activity: Q1 2024 in Review
599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.
- 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
- Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
- 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
- The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
- The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.
Based on aggregated 13F filings for Q1 2024.