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Haleon
HLN

576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 144 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.61M | Put options by funds: $1.88M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 64

12% more capital invested

Capital invested by funds: $2.68B → $3.02B (+$335M)

0.36% more ownership

Funds ownership: 3.65% → 4.01% (+0.36%)

2% less funds holding

Funds holding: 585 → 576 (-9)

32% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 211

Holders
576
Holders Change
-9
Holders Change %
-1.54%
% of All Funds
9.18%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
73
Increased
144
Reduced
211
Closed
64
Calls
$2.61M
Puts
$1.88M
Net Calls
+$727K
Net Calls Change
+$2.93M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$124M
2
HL
Harding Loevner
New Jersey
+$77.4M
3
PCM
Palestra Capital Management
New York
+$66.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$49.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$46M

Top Sellers

1
BGIM
Brandywine Global Investment Management
Pennsylvania
-$29.1M
2
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
-$24.4M
3
Goldman Sachs
Goldman Sachs
New York
-$19.4M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$15.3M
5
EP
Eversept Partners
New York
-$15.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
EP
576
Eversept Partners
New York
– -$15.1M -1,881,470 Closed
Balyasny Asset Management
577
Balyasny Asset Management
Illinois
– -$11.9M -1,481,588 Closed
Nomura Holdings
578
Nomura Holdings
Japan
– -$11.8M -1,474,565 Closed
Capital International Investors
579
Capital International Investors
California
– -$4.92M -615,260 Closed
QOP
580
Quinn Opportunity Partners
Virginia
– -$4.37M -546,550 Closed
Connor, Clark & Lunn Investment Management (CC&L)
581
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$2.39M -298,829 Closed
AI
582
Ariel Investments
Illinois
– -$1.69M -211,285 Closed
Parallax Volatility Advisers
583
Parallax Volatility Advisers
California
– -$1.46M -182,179 Closed
FCI
584
Financial Counselors Inc
Kansas
– -$1.45M -181,416 Closed
ECM
585
Element Capital Management
New York
– -$1.3M -162,137 Closed
D.E. Shaw & Co
586
D.E. Shaw & Co
New York
– -$1.09M -135,717 Closed
JC
587
Jacobs & Co
California
– -$751K -93,916 Closed
GHAM
588
Gilman Hill Asset Management
Connecticut
– -$551K -68,864 Closed
WMSA
589
Weiss Multi-Strategy Advisers
New York
– -$520K -65,000 Closed
RAM
590
Roanoke Asset Management
New Jersey
– -$391K -48,855 Closed
SFS
591
Sowell Financial Services
Arkansas
– -$338K -42,195 Closed
CG
592
Colony Group
Massachusetts
– -$246K -30,725 Closed
HPM
593
Hudson Portfolio Management
New York
– -$222K -27,691 Closed
HCMT
594
Highland Capital Management (Tennessee)
Tennessee
– -$208K -25,997 Closed
MCM
595
Mork Capital Management
California
– -$185K -23,130 Closed
MHC
596
Meyer Handelman Company
New York
– -$143K -17,839 Closed
BBA
597
BLB&B Advisors
Pennsylvania
– -$130K -16,203 Closed
MNBTD
598
Moody National Bank Trust Division
Texas
– -$128K -15,919 Closed
FCH
599
Freestone Capital Holdings
Washington
– -$120K -15,057 Closed
PA
600
PFG Advisors
Arizona
– -$112K -14,033 Closed
22 23
24
25 26

HLN Hedge Fund Activity: Q1 2023 in Review

576 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 12% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new HLN positions and 64 closed out — a net gain of 9 holders — while 144 added to existing stakes and 211 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.

  • 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
  • Funds reported $3.02B of Haleon stock for Q1 2023, up 12% quarter-over-quarter.
  • 73 funds opened new Haleon positions in Q1 2023 and 64 closed out, a net change of +9 holders.
  • The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
  • The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2023.