Haleon
590 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.
139% more call options, than puts
Call options by funds: $2.17M | Put options by funds: $909K
52% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 60
4% more funds holding
Funds holding: 568 → 590 (+22)
1% more capital invested
Capital invested by funds: $3.26B → $3.3B (+$38.1M)
0.1% more ownership
Funds ownership: 4.24% → 4.34% (+0.1%)
3% less repeat investments, than reductions
Existing positions increased: 180 | Existing positions reduced: 186
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$82M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$69.4M |
| 3 |
Morgan Stanley
New York
|
+$55.5M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$15.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
-$68.3M |
| 2 |
JEST
JTC Employer Solutions Trustee
St Helier,
Jersey
|
-$55.9M |
| 3 |
EIC
Equity Investment Corp
Atlanta,
Georgia
|
-$32M |
| 4 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$20.6M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$4.41M |
HLN Hedge Fund Activity: Q4 2023 in Review
590 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2023, worth a combined $3.3B — up 1.2% from $3.26B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new HLN positions and 60 closed out — a net gain of 31 holders — while 180 added to existing stakes and 186 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $82M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $68.3M sold.
- 590 institutional investors held Haleon (HLN) as of Q4 2023, up from 568 in Q3 2023.
- Funds reported $3.3B of Haleon stock for Q4 2023, up 1.2% quarter-over-quarter.
- 91 funds opened new Haleon positions in Q4 2023 and 60 closed out, a net change of +31 holders.
- The largest Haleon buyer in Q4 2023 was Fidelity Investments, an estimated $82M added.
- The largest Haleon seller in Q4 2023 was Southpoint Capital Advisors, an estimated $68.3M sold.
Based on aggregated 13F filings for Q4 2023.