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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CB
526
Community Bank
New York
$1.63K – – –
KM
527
Kalos Management
Georgia
$1.63K +$1.59K +200 New
MMG
528
Monetary Management Group
Missouri
$1.63K +$1.59K +200 New
HC
529
Hoese & Co
Minnesota
$1.58K – – –
BWM
530
Baystate Wealth Management
Massachusetts
$1.55K +$1.52K +191 New
SWM
531
Sugarloaf Wealth Management
Georgia
$1.51K – – –
VWM
532
Valley Wealth Managers
New Jersey
$1.43K – – –
NECFA
533
New England Capital Financial Advisors
Connecticut
$1.29K – – –
IAS
534
IMA Advisory Services
Colorado
$1.27K – – –
WT
535
Washington Trust
Rhode Island
$1.22K – – –
PCFFS
536
Pacific Center for Financial Services
California
$1.17K +$1.15K +144 New
SC
537
Schubert & Co
Texas
$1.17K +$56 +7 +5%
SWA
538
Sutton Wealth Advisors
Florida
$1.13K -$27.4K -3,440 -96%
TF
539
TimeScale Financial
Massachusetts
$1.11K +$1.08K +136 New
BONH
540
Bank of New Hampshire
New Hampshire
$1.06K – – –
1832 Asset Management
541
1832 Asset Management
Ontario, Canada
$1.03K – – –
BAAM
542
Baker Avenue Asset Management
California
$1.03K +$1K +126 New
SSG
543
Summit Securities Group
New York
$1K -$12K -1,500 -94%
BEI
544
Benjamin Edwards Inc
Missouri
$1K -$1.18K -148 -51%
Toronto Dominion Bank
545
Toronto Dominion Bank
Ontario, Canada
$1K – – –
TFA
546
Transamerica Financial Advisors
Florida
$1K – – –
TAIM
547
TD Ameritrade Investment Management
Nebraska
$1K +$542 +68 +85%
RMC
548
Resources Management Corp
Connecticut
$1K +$598 +75 New
NSG
549
Nalls Sherbakoff Group
Tennessee
$914 +$901 +113 New
LOIP
550
Live Oak Investment Partners
Texas
$879 – – –
20 21
22
23 24

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.