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Haleon
HLN

579 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $476K | Put options by funds: $232K

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

0.14% more ownership

Funds ownership: 5.56% → 5.7% (+0.14%)

0% less capital invested

Capital invested by funds: $4.31B → $4.29B (-$12.9M)

3% less funds holding

Funds holding: 599 → 579 (-20)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
579
Holders Change
-20
Holders Change %
-3.34%
% of All Funds
8.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
57
Increased
216
Reduced
179
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K

Top Buyers

Rank Fund Capital Flow
1
HL
Harding Loevner
New Jersey
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
3
SC
Sculptor Capital
New York
+$30M
4
ClearBridge Investments
ClearBridge Investments
New York
+$27.6M
5
Dodge & Cox
Dodge & Cox
California
+$26.9M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$62.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.9M
4
Bank of America
Bank of America
North Carolina
-$45.2M
5
MIM
Martin Investment Management
Florida
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Broadwater Capital
Massachusetts
$3.1K – – –
GIA
502
GHP Investment Advisors
Colorado
$3.1K +$2.72K +325 +650%
TFGT
503
TS Financial Group (TSFG)
Illinois
$3K – – –
WB
504
Webster Bank
Connecticut
$2.87K – – –
HWM
505
HighMark Wealth Management
Minnesota
$2.78K +$17 +2 +0.6%
BWAM
506
Boyd Watterson Asset Management
Ohio
$2.61K – – –
TIM
507
Thompson Investment Management
Wisconsin
$2.48K – – –
TLCM
508
Twin Lakes Capital Management
California
$2.48K – – –
W
509
WealthCollab
Washington
$2.48K – – –
CFS
510
CGC Financial Services
Oregon
$2.42K – – –
BIA
511
Bell Investment Advisors
California
$2.24K – – –
BCMLT
512
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.16K -$259 -31 -11%
IGWM
513
ICA Group Wealth Management
Colorado
$2.15K -$100 -12 -4%
ADL
514
Asset Dedication LLC
California
$2.12K -$836 -100 -28%
UWS
515
Unique Wealth Strategies
Illinois
$2.05K +$2.01K +241 New
CB
516
Centennial Bank
Arkansas
$2.02K – – –
CAL
517
Capital Analysts LLC
Pennsylvania
$2K +$25 +3 +1%
OP
518
ORG Partners
Indiana
$1.84K -$836 -100 -31%
RF
519
Robinswood Financial
Washington
$1.8K +$1.82K +218 New
SC
520
Stephens Consulting
Michigan
$1.78K – – –
HGA
521
Hobbs Group Advisors
South Carolina
$1.65K +$1.67K +200 New
SL
522
Salomon & Ludwin
Virginia
$1.64K – – –
CFFP
523
Center for Financial Planning
Michigan
$1.61K – – –
TAM
524
Tucker Asset Management
Colorado
$1.6K – – –
SWM
525
Sugarloaf Wealth Management
Georgia
$1.57K +$25 +3 +2%
19 20
21
22 23

HLN Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q2 2024, worth a combined $4.29B — down 0.3% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HLN and 57 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 216 added.

The largest buyer was Harding Loevner, adding an estimated $190M. The largest seller was AllianceBernstein, cutting an estimated $89.8M.

  • 579 institutional investors held Haleon (HLN) as of Q2 2024, down from 599 in Q1 2024.
  • Funds reported $4.29B of Haleon stock for Q2 2024, down 0.3% quarter-over-quarter.
  • 57 funds opened new Haleon positions in Q2 2024 and 66 closed out, a net change of -9 holders.
  • The largest Haleon buyer in Q2 2024 was Harding Loevner, an estimated $190M added.
  • The largest Haleon seller in Q2 2024 was AllianceBernstein, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.