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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
GIA
551
GHP Investment Advisors
Colorado
$406 – – –
GWMIA
552
Global Wealth Management Investment Advisory
Florida
$400 – – –
LFA
553
LGT Financial Advisors
Texas
$383 +$383 +46 New
TWD
554
True Wealth Design
Ohio
$359 – – –
GJIA
555
Glass Jacobson Investment Advisors
Maryland
$342 – – –
WIM
556
Westside Investment Management
California
$292 – – –
CCP
557
Carmel Capital Partners
California
$262 +$25 +3 +11%
VCM
558
Versant Capital Management
Arizona
$250 – – –
Zurich Cantonal Bank
559
Zurich Cantonal Bank
Switzerland
$250 – – –
HWP
560
Highline Wealth Partners
California
$217 +$217 +26 New
HI
561
Hoey Investments
Pennsylvania
$200 – – –
BWM
562
Baystate Wealth Management
Massachusetts
$183 -$1.42K -170 -89%
DWA
563
Delos Wealth Advisors
Texas
$181 – – –
AWM
564
Avior Wealth Management
Nebraska
$116 +$117 +14 New
BSB
565
Bangor Savings Bank
Maine
$100 – – –
FWM
566
Focused Wealth Management
New York
$83 – – –
LSA
567
Leonteq Securities AG
Switzerland
$8 -$8 -1 -50%
N
568
Natixis
France
$8 – – –
PCM
569
Palestra Capital Management
New York
– -$62.2M -7,418,956 Closed
MGCM
570
Mane Global Capital Management
New York
– -$14.3M -1,705,032 Closed
CCP
571
Clifford Capital Partners
Utah
– -$8.73M -1,041,710 Closed
Two Sigma Investments
572
Two Sigma Investments
New York
– -$2.01M -239,900 Closed
Holocene Advisors
573
Holocene Advisors
New York
– -$1.73M -206,054 Closed
TCA
574
Troluce Capital Advisors
Puerto Rico
– -$1.03M -123,000 Closed
ECM
575
ExodusPoint Capital Management
New York
– -$1.02M -122,182 Closed
21 22
23
24 25

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.