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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
526
TS Financial Group (TSFG)
Illinois
$3K
WB
527
Webster Bank
Connecticut
$2.96K
HWM
528
HighMark Wealth Management
Minnesota
$2.84K +$2.8K +335 New
BWAM
529
Boyd Watterson Asset Management
Ohio
$2.68K
OP
530
ORG Partners
Indiana
$2.68K +$2.68K +321 New
TIM
531
Thompson Investment Management
Wisconsin
$2.55K -$1.16K -139 -32%
TLCM
532
Twin Lakes Capital Management
California
$2.55K
W
533
WealthCollab
Washington
$2.55K
CFS
534
CGC Financial Services
Oregon
$2.48K
BCMLT
535
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.48K
TC
536
Truvestments Capital
Florida
$2.47K
IGWM
537
ICA Group Wealth Management
Colorado
$2.31K -$1.07K -128 -32%
BIA
538
Bell Investment Advisors
California
$2.3K
CFB
539
Cullen/Frost Bankers
Texas
$2.27K +$2.23K +267 New
CFO
540
CVA Family Office
Colorado
$2.15K
FPFS
541
First Personal Financial Services
North Carolina
$2.12K
CPG
542
Cornerstone Planning Group
New Jersey
$2.08K
CB
543
Centennial Bank
Arkansas
$2.08K -$418 -50 -17%
CAL
544
Capital Analysts LLC
Pennsylvania
$2K
FWM
545
FSA Wealth Management
Massachusetts
$1.94K
SC
546
Stephens Consulting
Michigan
$1.83K
AWM
547
AllSquare Wealth Management
New York
$1.7K
PWMG
548
Prestige Wealth Management Group
New Jersey
$1.7K
SL
549
Salomon & Ludwin
Virginia
$1.68K -$226 -27 -12%
CFFP
550
Center for Financial Planning
Michigan
$1.66K +$1.63K +195 New

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.