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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.

New
Increased
Maintained
Reduced
Closed

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: 590599 (+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: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
501
Cherry Tree Wealth Management
Minnesota
$5.74K
HGERS
502
Householder Group Estate & Retirement Specialist
Arizona
$5.74K
CIA
503
Cape Investment Advisory
Georgia
$5.49K +$376 +45 +7%
CWM
504
Cranbrook Wealth Management
Michigan
$5.4K
FCAS
505
First Command Advisory Services
Texas
$5.39K +$518 +62 +11%
FP
506
Financial Perspectives
Minnesota
$5.29K
BFP
507
Briaud Financial Planning
Texas
$5K +$4.25K +508 New
MSG
508
Main Street Group
Virginia
$4.84K
DJSG
509
D.J. St. Germain
Massachusetts
$4.56K
FFC
510
First Financial Corp
Indiana
$4.46K -$209 -25 -5%
OLVIG
511
Oliver Lagore Vanvalin Investment Group
Michigan
$4.44K
AFIA
512
America First Investment Advisors
Nebraska
$4.25K
NIC
513
Northwest Investment Counselors
Oregon
$4.25K +$4.18K +500 New
MA
514
MCF Advisors
Kentucky
$4.08K
ADL
515
Asset Dedication LLC
California
$4K
LI
516
LRI Investments
Florida
$4K +$3.94K +471 New
HIA
517
Harbor Investment Advisory
Maryland
$3.91K +$853 +102 +28%
CWM
518
Compass Wealth Management
Connecticut
$3.86K
LWANC
519
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.86K
BWL
520
Bogart Wealth LLC
Virginia
$3.59K
AT
521
Arlington Trust
Alabama
$3.4K -$3.37K -403 -50%
NCM
522
Northwest Capital Management
Oregon
$3.4K
VAMG
523
Voisard Asset Management Group
Michigan
$3.4K
AWM
524
Abound Wealth Management
Tennessee
$3.28K +$2.47K +295 +324%
BC
525
Broadwater Capital
Massachusetts
$3.18K

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.