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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
BWP
501
Baldwin Wealth Partners
Massachusetts
$3.19K +$1.39K +204 +105%
PK
502
Pflug Koory
Nebraska
$3K -$5.28K -776 -70%
ADL
503
Asset Dedication LLC
California
$3K – – –
WB
504
Webster Bank
Connecticut
$3K +$2.37K +348 New
GWA
505
Gibson Wealth Advisors
Texas
$3K +$2.53K +372 +6,200%
BCMLT
506
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.88K +$2.45K +360 New
BIA
507
Bell Investment Advisors
California
$2.84K +$504 +74 +26%
CWP
508
Concord Wealth Partners
Virginia
$2.77K +$2.35K +346 New
CB
509
CNB Bank
Pennsylvania
$2.72K +$2.31K +340 New
TCOV
510
Trust Company of Vermont
Vermont
$2.7K -$3.79K -557 -62%
CA
511
Crewe Advisors
Utah
$2.64K – – –
BWAM
512
Boyd Watterson Asset Management
Ohio
$2.53K +$2.15K +316 New
HFM
513
Hartford Financial Management
Connecticut
$2.4K – – –
PFBT
514
Parkside Financial Bank & Trust
Missouri
$2.4K +$2.04K +300 New
TLCM
515
Twin Lakes Capital Management
California
$2.4K +$2.04K +300 New
LFG
516
Larson Financial Group
Missouri
$2.38K – – –
TC
517
Truvestments Capital
Florida
$2.33K – – –
GTAM
518
Global Trust Asset Management
Florida
$2.2K +$1.87K +275 New
LJHT
519
Laurie J. Hall Trustee
$2K -$10.4K -1,528 -86%
FCT
520
First Community Trust
Iowa
$2K -$4.84K -712 -78%
AIC
521
Archer Investment Corporation
Indiana
$2K – – –
BEI
522
Benjamin Edwards Inc
Missouri
$2K – – –
FPFS
523
First Personal Financial Services
North Carolina
$2K – – –
FRA
524
Front Row Advisors
California
$2K – – –
HCM
525
Highlander Capital Management
New Jersey
$2K – – –
19 20
21
22 23

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.