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Haleon
HLN

585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more funds holding

Funds holding: 547 → 585 (+38)

0.31% more ownership

Funds ownership: 3.34% → 3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$157M
2
SCA
Southpoint Capital Advisors
New York
+$42.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$41.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$41.1M

Top Sellers

1
SC
Sessa Capital
New York
-$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$24.6M
4
Jane Street
Jane Street
New York
-$14.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
526
Semmax Financial Advisors
North Carolina
$2K +$1.36K +200 New
ANBT
527
American National Bank & Trust
Texas
$2K +$1.77K +260 New
AWM
528
Avondale Wealth Management
Texas
$1.98K +$1.69K +248 New
LFA
529
Legend Financial Advisors
Pennsylvania
$1.96K – – –
SC
530
Stephens Consulting
Michigan
$1.72K – – –
TAM
531
Tucker Asset Management
Colorado
$1.6K – – –
CB
532
Community Bank
New York
$1.6K -$2.54K -373 -65%
PWMG
533
Prestige Wealth Management Group
New Jersey
$1.6K – – –
ASBI
534
American State Bank (Iowa)
Iowa
$1.6K +$1.36K +200 New
SWM
535
Sugarloaf Wealth Management
Georgia
$1.49K -$1.98K -291 -61%
VWM
536
Valley Wealth Managers
New Jersey
$1.4K +$1.19K +175 New
HWMA
537
Heritage Wealth Management (Arizona)
Arizona
$1.33K +$544 +80 +93%
PWS
538
Paragon Wealth Strategies
Florida
$1.3K +$1.11K +163 New
NECFA
539
New England Capital Financial Advisors
Connecticut
$1.27K +$1.07K +158 New
IAS
540
IMA Advisory Services
Colorado
$1.25K – – –
NC
541
NewSquare Capital
Pennsylvania
$1.23K +$136 +20 +15%
PFA
542
Pathway Financial Advisers
Indiana
$1.2K +$1.02K +150 New
WT
543
Washington Trust
Rhode Island
$1.2K +$1.02K +150 New
SC
544
Schubert & Co
Texas
$1.09K -$1.1K -161 -54%
1832 Asset Management
545
1832 Asset Management
Ontario, Canada
$1.02K +$864 +127 New
HNWAG
546
High Net Worth Advisory Group
Florida
$1K -$92K -13,513 -99%
TAIM
547
TD Ameritrade Investment Management
Nebraska
$1K -$585 -86 -52%
AW
548
Avion Wealth
Texas
$1K – – –
BONH
549
Bank of New Hampshire
New Hampshire
$1K – – –
HC
550
Hoese & Co
Minnesota
$1K – – –
20 21
22
23 24

HLN Hedge Fund Activity: Q4 2022 in Review

585 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new HLN positions and 98 closed out — a net gain of 52 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.

  • 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
  • Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
  • 150 funds opened new Haleon positions in Q4 2022 and 98 closed out, a net change of +52 holders.
  • The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
  • The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.