585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
Toronto Dominion Bank
551
Toronto Dominion Bank
Ontario, Canada
$823
OC
552
Oakworth Capital
Alabama
$823
PK
553
Pflug Koory
Nebraska
$823
CPA
554
Clear Point Advisors
New York
$823 +$823 +100 New
AP
555
Aspect Partners
Virginia
$823 +$823 +100 New
PCWA
556
Pacific Capital Wealth Advisors
California
$823 +$823 +100 New
WPWM
557
Western Pacific Wealth Management
Illinois
$786 +$8 +1 +1%
AWM
558
Abound Wealth Management
Tennessee
$749 -$757 -92 -50%
TVAMP
559
Tennessee Valley Asset Management Partners
Tennessee
$634 +$634 +77 New
BCM
560
Bourgeon Capital Management
Connecticut
$560 +$148 +18 +36%
CAS
561
Coppell Advisory Solutions
Texas
$527 +$527 +64 New
HWA
562
HHM Wealth Advisors
Tennessee
$486
GGI
563
Godsey & Gibb Inc
Virginia
$412 -$13.2K -1,600 -97%
GIA
564
GHP Investment Advisors
Colorado
$412
RG
565
Retirement Group
California
$412
GWMIA
566
Global Wealth Management Investment Advisory
Florida
$395
CAM
567
ClariVest Asset Management
California
$364 +$364 +44 New
TWD
568
True Wealth Design
Ohio
$354
M
569
MOTCO
Texas
$346 -$601 -73 -63%
GJIA
570
Glass Jacobson Investment Advisors
Maryland
$338
WIM
571
Westside Investment Management
California
$288
BGAI
572
Bruce G. Allen Investments
Colorado
$255 +$255 +31 New
Zurich Cantonal Bank
573
Zurich Cantonal Bank
Switzerland
$247
VCM
574
Versant Capital Management
Arizona
$247
DSC
575
Duncker Streett & Co
Missouri
$239 +$239 +29 New