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Haleon
HLN

547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0% → 3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
–
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
–
Reduced
–
Closed
–
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M

Top Buyers

Rank Fund Capital Flow
1
Dodge & Cox
Dodge & Cox
California
+$475M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$148M
3
ClearBridge Investments
ClearBridge Investments
New York
+$127M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$125M
5
SC
Sessa Capital
New York
+$110M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
526
Prestige Wealth Management Group
New Jersey
$1K +$1.29K +200 New
WWMSC
527
Wagner Wealth Management (South Carolina)
South Carolina
$1K +$1.29K +200 New
SPWG
528
Sage Private Wealth Group
Illinois
$1K +$1.3K +201 New
CAL
529
Capital Analysts LLC
Pennsylvania
$1K +$1.51K +234 New
DBG
530
De Burlo Group
Massachusetts
$609 +$647 +100 New
MOS
531
MGO One Seven
Ohio
$176 +$187K +28,922 New
CM
532
Cornerstone Management
Georgia
$171 +$181 +28 New
LSA
533
Leonteq Securities AG
Switzerland
$6 +$6 +1 New
JMF
534
Johnson Midwest Financial
Iowa
$3 +$3.04K +470 New
GWA
535
Gibson Wealth Advisors
Texas
– +$39 +6 New
RCM
536
Raleigh Capital Management
North Carolina
– +$52 +8 New
FWM
537
Focused Wealth Management
New York
– +$65 +10 New
DWA
538
Delos Wealth Advisors
Texas
– +$142 +22 New
HI
539
Hoey Investments
Pennsylvania
– +$155 +24 New
TFS
540
TrustCore Financial Services
Tennessee
– +$175 +27 New
FGAM
541
Financial Gravity Asset Management
Texas
– +$194 +30 New
Zurich Cantonal Bank
542
Zurich Cantonal Bank
Switzerland
– +$194 +30 New
WIM
543
Westside Investment Management
California
– +$227 +35 New
GIA
544
GHP Investment Advisors
Colorado
– +$324 +50 New
HWA
545
HHM Wealth Advisors
Tennessee
– +$492 +76 New
WPWM
546
Western Pacific Wealth Management
Illinois
– +$615 +95 New
M1FG
547
Mach-1 Financial Group
Arkansas
– +$738 +114 New
18 19 20 21
22

HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.