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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
SIGI
576
Susquehanna International Group (Ireland)
Ireland
– -$864K -103,144 Closed
SC
577
Samlyn Capital
New York
– -$728K -86,920 Closed
KLC
578
Knowledge Leaders Capital
Colorado
– -$607K -72,460 Closed
D.E. Shaw & Co
579
D.E. Shaw & Co
New York
– -$560K -66,865 Closed
Balyasny Asset Management
580
Balyasny Asset Management
Illinois
– -$424K -50,593 Closed
HF
581
HRT Financial
New York
– -$370K -44,244 Closed
SFS
582
Sowell Financial Services
Arkansas
– -$297K -35,427 Closed
OWA
583
One Wealth Advisors
California
– -$251K -29,955 Closed
MWM
584
Moran Wealth Management
Florida
– -$216K -25,722 Closed
SWS
585
SYSTM Wealth Solutions
Illinois
– -$173K -20,612 Closed
CFM
586
Capricorn Fund Managers
United Kingdom
– -$166K -19,841 Closed
MCP
587
Mirador Capital Partners
California
– -$130K -15,490 Closed
PVI
588
Pine Valley Investments
New Jersey
– -$119K -14,186 Closed
Flossbach Von Storch
589
Flossbach Von Storch
Germany
– -$116K -13,885 Closed
JFL
590
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$107K -12,800 Closed
KLCM
591
KG&L Capital Management
Louisiana
– -$104K -12,361 Closed
JIC
592
Johnson Investment Counsel
Ohio
– -$97.4K -11,623 Closed
LGF
593
LGT Group Foundation
Liechtenstein
– -$94.9K -11,320 Closed
ACA
594
Anchor Capital Advisors
Massachusetts
– -$94.8K -11,317 Closed
BIA
595
Bigelow Investment Advisors
Maine
– -$94.1K -11,225 Closed
IAA
596
Independent Advisor Alliance
North Carolina
– -$93.5K -11,162 Closed
YIH
597
Y-Intercept (HK)
Hong Kong
– -$92.8K -11,072 Closed
DAS
598
Dynamic Advisor Solutions
Arizona
– -$90.5K -10,803 Closed
V
599
Veritable
Delaware
– -$89.6K -10,691 Closed
TI
600
Tidal Investments
Wisconsin
– -$91K -10,673 Closed
22 23
24
25 26

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.