We are live on ! Find out more

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
TAM
551
Tucker Asset Management
Colorado
$1.65K
CAM
552
Chesapeake Asset Management
New York
$1.61K -$2.84K -340 -64%
SWM
553
Sugarloaf Wealth Management
Georgia
$1.6K
CT
554
Cambridge Trust
Massachusetts
$1.57K -$836 -100 -35%
FSWA
555
Financial Synergies Wealth Advisors
Texas
$1.53K +$1.5K +180 New
VWM
556
Valley Wealth Managers
New Jersey
$1.49K
PFBT
557
Parkside Financial Bank & Trust
Missouri
$1.27K -$2.51K -300 -67%
WT
558
Washington Trust
Rhode Island
$1.27K
PCFFS
559
Pacific Center for Financial Services
California
$1.22K
PA
560
PSI Advisors
Florida
$1.22K
JPWM
561
Jamison Private Wealth Management
Georgia
$1.15K -$1.25K -150 -53%
GWMI
562
Guardian Wealth Management (Illinois)
Illinois
$1.14K -$460 -55 -29%
NC
563
NewSquare Capital
Pennsylvania
$1.14K
CAM
564
Creekmur Asset Management
Illinois
$1.04K
AW
565
Avion Wealth
Texas
$1K
KFP
566
Keener Financial Planning
Texas
$1K
TFA
567
Transamerica Financial Advisors
Florida
$1K
CA
568
Crewe Advisors
Utah
$943 +$928 +111 New
AP
569
Aspect Partners
Virginia
$849
CPA
570
Clear Point Advisors
New York
$849
EL
571
EMFO LLC
Florida
$849
MCM
572
Manchester Capital Management
Vermont
$849
OC
573
Oakworth Capital
Alabama
$849
PCWA
574
Pacific Capital Wealth Advisors
California
$849
PFSC
575
Peoples Financial Services Corp
Pennsylvania
$849

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.