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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
TC
501
Truvestments Capital
Florida
$2.42K – – –
PFSC
502
Peoples Financial Services Corp
Pennsylvania
$2.42K – – –
JPWM
503
Jamison Private Wealth Management
Georgia
$2.38K +$2.37K +285 New
BIA
504
Bell Investment Advisors
California
$2.26K – – –
CFB
505
Cullen/Frost Bankers
Texas
$2.11K – – –
CPG
506
Cornerstone Planning Group
New Jersey
$2.09K -$6.45K -775 -76%
FPFS
507
First Personal Financial Services
North Carolina
$2.08K – – –
AWM
508
Avondale Wealth Management
Texas
$2.07K – – –
CT
509
Colonial Trust
South Carolina
$1.89K -$2.5K -300 -57%
SL
510
Salomon & Ludwin
Virginia
$1.87K +$1.87K +225 New
SC
511
Stephens Consulting
Michigan
$1.79K – – –
FRA
512
Front Row Advisors
California
$1.68K – – –
PWMG
513
Prestige Wealth Management Group
New Jersey
$1.68K – – –
AWM
514
AllSquare Wealth Management
New York
$1.67K – – –
ASBI
515
American State Bank (Iowa)
Iowa
$1.67K – – –
HC
516
Hoese & Co
Minnesota
$1.67K – – –
SWM
517
Sugarloaf Wealth Management
Georgia
$1.56K – – –
CT
518
Cambridge Trust
Massachusetts
$1.54K – – –
AWM
519
Abound Wealth Management
Tennessee
$1.52K +$858 +103 +129%
FSWA
520
Financial Synergies Wealth Advisors
Texas
$1.5K +$1.5K +180 New
CB
521
CNB Bank
Pennsylvania
$1.46K – – –
VWM
522
Valley Wealth Managers
New Jersey
$1.46K – – –
RCM
523
Raleigh Capital Management
North Carolina
$1.41K +$908 +109 +182%
CWM
524
CarsonAllaria Wealth Management
Illinois
$1.33K – – –
WT
525
Washington Trust
Rhode Island
$1.25K – – –
19 20
21
22 23

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.