We are live on ! Find out more

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: 56 (+1)

7% more funds holding

Funds holding: 547585 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
551
Toronto Dominion Bank
Ontario, Canada
$1K
TFA
552
Transamerica Financial Advisors
Florida
$1K
KFS
553
Kelly Financial Services
Massachusetts
$976 -$1.37K -201 -62%
EBA
554
Eagle Bay Advisors
New York
$888 -$3.4K -500 -82%
LOIP
555
Live Oak Investment Partners
Texas
$864
MCM
556
Manchester Capital Management
Vermont
$800 -$4.7K -690 -87%
TCM
557
TD Capital Management
Tennessee
$800
DJSG
558
D.J. St. Germain
Massachusetts
$800 +$680 +100 New
EE
559
EWG Elevate
California
$800 +$680 +100 New
OC
560
Oakworth Capital
Alabama
$800 +$680 +100 New
WOSD
561
WFA of San Diego
California
$800 +$680 +100 New
WWM
562
Wolff Wiese Magana
California
$768
GJIA
563
Glass Jacobson Investment Advisors
Maryland
$768 +$653 +96 New
WPWM
564
Western Pacific Wealth Management
Illinois
$760
RFS
565
Retirement Financial Solutions
Tennessee
$544 +$463 +68 New
CA
566
Corrado Advisors
New Jersey
$480 +$408 +60 New
HWA
567
HHM Wealth Advisors
Tennessee
$472 -$116 -17 -22%
RA
568
Rise Advisors
New York
$408 +$347 +51 New
GIA
569
GHP Investment Advisors
Colorado
$400
TWD
570
True Wealth Design
Ohio
$384 +$327 +48 New
Zurich Cantonal Bank
571
Zurich Cantonal Bank
Switzerland
$240
VCM
572
Versant Capital Management
Arizona
$240 +$204 +30 New
CM
573
Cornerstone Management
Georgia
$224
TFS
574
TrustCore Financial Services
Tennessee
$216
HI
575
Hoey Investments
Pennsylvania
$192