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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
PK
576
Pflug Koory
Nebraska
$849
Toronto Dominion Bank
577
Toronto Dominion Bank
Ontario, Canada
$849
WPWM
578
Western Pacific Wealth Management
Illinois
$811
TWD
579
True Wealth Design
Ohio
$620 +$251 +30 +70%
RCM
580
Raleigh Capital Management
North Carolina
$509 -$911 -109 -64%
HWA
581
HHM Wealth Advisors
Tennessee
$501
CAM
582
ClariVest Asset Management
California
$452 +$75 +9 +20%
RFS
583
Richardson Financial Services
Massachusetts
$433 +$426 +51 New
GIA
584
GHP Investment Advisors
Colorado
$425
GGI
585
Godsey & Gibb Inc
Virginia
$425
RG
586
Retirement Group
California
$425
GJIA
587
Glass Jacobson Investment Advisors
Maryland
$349
WIM
588
Westside Investment Management
California
$297
HI
589
Hoey Investments
Pennsylvania
$272 +$67 +8 +33%
BGAI
590
Bruce G. Allen Investments
Colorado
$263
Zurich Cantonal Bank
591
Zurich Cantonal Bank
Switzerland
$255
FG
592
Fairman Group
Pennsylvania
$215
CMA
593
Cedar Mountain Advisors
Oregon
$187 +$184 +22 New
FFA
594
Frazier Financial Advisors
Ohio
$170 +$167 +20 New
BSB
595
Bangor Savings Bank
Maine
$102
LSA
596
Leonteq Securities AG
Switzerland
$59 +$50 +6 +600%
WWM
597
Wolff Wiese Magana
California
$51
CJ
598
Caitlin John
Michigan
$25
N
599
Natixis
France
$8
Optiver Holding
600
Optiver Holding
Netherlands
-$8.26M -1,008,565 Closed

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.