We are live on ! Find out more
HLN icon

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
ST
501
Smithfield Trust
Pennsylvania
$3K +$2.9K +364 New
GI
502
Gradient Investments
Minnesota
$2.99K -$327 -41 -10%
BCMLT
503
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.91K -$16 -2 -0.6%
WB
504
Webster Bank
Connecticut
$2.83K – – –
CWP
505
Concord Wealth Partners
Virginia
$2.82K – – –
CB
506
CNB Bank
Pennsylvania
$2.77K – – –
CA
507
Crewe Advisors
Utah
$2.69K – – –
BWAM
508
Boyd Watterson Asset Management
Ohio
$2.57K – – –
Commonwealth Equity Services
509
Commonwealth Equity Services
Massachusetts
$2.49K -$665K -83,402 -21%
TLCM
510
Twin Lakes Capital Management
California
$2.44K – – –
GTAM
511
Global Trust Asset Management
Florida
$2.24K – – –
BIA
512
Bell Investment Advisors
California
$2.21K -$670 -84 -24%
CFO
513
CVA Family Office
Colorado
$2.06K -$1.79K -225 -47%
AIC
514
Archer Investment Corporation
Indiana
$2.04K – – –
FPFS
515
First Personal Financial Services
North Carolina
$2.04K – – –
AWM
516
Avondale Wealth Management
Texas
$2.02K – – –
FRA
517
Front Row Advisors
California
$2K – – –
HCM
518
Highlander Capital Management
New Jersey
$2K – – –
LJHT
519
Laurie J. Hall Trustee
$2K – – –
VWM
520
Venturi Wealth Management
Texas
$1.86K +$1.82K +229 New
SC
521
Stephens Consulting
Michigan
$1.75K – – –
HFM
522
Hartford Financial Management
Connecticut
$1.65K -$773 -97 -32%
PWMG
523
Prestige Wealth Management Group
New Jersey
$1.64K – – –
AWM
524
AllSquare Wealth Management
New York
$1.63K -$23.9K -3,000 -94%
ASBI
525
American State Bank (Iowa)
Iowa
$1.63K – – –
19 20
21
22 23

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.