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Haleon
HLN

568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
526
Estabrook Capital Management
New York
$1.23K – – –
PWMG
527
Provence Wealth Management Group
California
$1.23K +$1.22K +147 New
PCFFS
528
Pacific Center for Financial Services
California
$1.2K – – –
KA
529
Kozak & Associates
Colorado
$1.18K +$1.17K +140 New
NC
530
NewSquare Capital
Pennsylvania
$1.12K -$167 -20 -13%
BONH
531
Bank of New Hampshire
New Hampshire
$1.08K – – –
SSG
532
Summit Securities Group
New York
$1K – – –
TFA
533
Transamerica Financial Advisors
Florida
$1K – – –
T. Rowe Price Associates
534
T. Rowe Price Associates
Maryland
$1K +$142 +17 New
M
535
MOTCO
Texas
$958 +$566 +68 +145%
NSG
536
Nalls Sherbakoff Group
Tennessee
$942 – – –
LOIP
537
Live Oak Investment Partners
Texas
$900 – – –
OC
538
Oakworth Capital
Alabama
$833 -$6.72K -807 -89%
NF
539
Norwood Financial
Pennsylvania
$833 -$4.08K -490 -83%
EL
540
EMFO LLC
Florida
$833 – – –
MCM
541
Manchester Capital Management
Vermont
$833 – – –
PK
542
Pflug Koory
Nebraska
$833 – – –
Toronto Dominion Bank
543
Toronto Dominion Bank
Ontario, Canada
$833 – – –
WPWM
544
Western Pacific Wealth Management
Illinois
$791 – – –
IAS
545
IMA Advisory Services
Colorado
$654 -$650 -78 -50%
HWA
546
HHM Wealth Advisors
Tennessee
$492 – – –
WWM
547
Wolff Wiese Magana
California
$467 -$333 -40 -42%
DWMG
548
DB Wealth Management Group
California
$458 +$458 +55 New
RG
549
Retirement Group
California
$417 – – –
BCM
550
Bourgeon Capital Management
Connecticut
$417 +$416 +50 New
20 21
22
23 24

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.