564 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, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
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
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
JPWM
501
Jamison Private Wealth Management
Georgia
$2.38K +$2.38K +285 New
BIA
502
Bell Investment Advisors
California
$2.26K
CFB
503
Cullen/Frost Bankers
Texas
$2.11K
CPG
504
Cornerstone Planning Group
New Jersey
$2.09K -$6.46K -775 -76%
FPFS
505
First Personal Financial Services
North Carolina
$2.08K
AWM
506
Avondale Wealth Management
Texas
$2.07K
CT
507
Colonial Trust
South Carolina
$1.89K -$2.5K -300 -57%
SL
508
Salomon & Ludwin
Virginia
$1.87K +$1.87K +225 New
SC
509
Stephens Consulting
Michigan
$1.79K
FRA
510
Front Row Advisors
California
$1.68K
PWMG
511
Prestige Wealth Management Group
New Jersey
$1.68K
AWM
512
AllSquare Wealth Management
New York
$1.67K
HC
513
Hoese & Co
Minnesota
$1.67K
SWM
514
Sugarloaf Wealth Management
Georgia
$1.56K
CT
515
Cambridge Trust
Massachusetts
$1.54K
AWM
516
Abound Wealth Management
Tennessee
$1.53K +$858 +103 +129%
FSWA
517
Financial Synergies Wealth Advisors
Texas
$1.5K +$1.5K +180 New
VWM
518
Valley Wealth Managers
New Jersey
$1.46K
CB
519
CNB Bank
Pennsylvania
$1.46K
RCM
520
Raleigh Capital Management
North Carolina
$1.41K +$909 +109 +182%
CWM
521
CarsonAllaria Wealth Management
Illinois
$1.33K
WT
522
Washington Trust
Rhode Island
$1.25K
ECM
523
Estabrook Capital Management
New York
$1.23K
PWMG
524
Provence Wealth Management Group
California
$1.23K +$1.23K +147 New
PCFFS
525
Pacific Center for Financial Services
California
$1.2K