We are live on ! Find out more
HLN icon

Haleon
HLN

585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more funds holding

Funds holding: 547 → 585 (+38)

0.31% more ownership

Funds ownership: 3.34% → 3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M

Top Buyers

1
Dodge & Cox
Dodge & Cox
California
+$157M
2
SCA
Southpoint Capital Advisors
New York
+$42.2M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$41.6M
4
ClearBridge Investments
ClearBridge Investments
New York
+$41.4M
5
BCPEMI
Bain Capital Public Equity Management II
Massachusetts
+$41.1M

Top Sellers

1
SC
Sessa Capital
New York
-$104M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$87.4M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$24.6M
4
Jane Street
Jane Street
New York
-$14.6M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Scotia Capital
Ontario, Canada
– -$376K -61,715 Closed
Marshall Wace
602
Marshall Wace
United Kingdom
– -$352K -57,800 Closed
AA
603
AlphaCentric Advisors
Puerto Rico
– -$292K -48,000 Closed
TSS
604
Two Sigma Securities
New York
– -$263K -43,150 Closed
RIL
605
Rothschild Investment LLC
Illinois
– -$233K -38,300 Closed
Millennium Management
606
Millennium Management
New York
– -$189K -31,115 Closed
NERM
607
New England Research & Management
Illinois
– -$181K -29,750 Closed
BSW
608
Buckingham Strategic Wealth
Missouri
– -$154K -25,313 Closed
Squarepoint
609
Squarepoint
New York
– -$152K -24,923 Closed
KIC
610
Keating Investment Counselors
Florida
– -$151K -24,715 Closed
ECM
611
ExodusPoint Capital Management
New York
– -$149K -24,494 Closed
KA
612
Kovack Advisors
Florida
– -$148K -24,346 Closed
MIM
613
Martin Investment Management
Florida
– -$144K -23,675 Closed
FWM
614
Foresight Wealth Management
Utah
– -$144K -23,629 Closed
IF
615
Intrua Financial
Texas
– -$137K -22,468 Closed
GCAC
616
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$134K -22,385 Closed
WS
617
Wedbush Securities
California
– -$132K -21,725 Closed
Wolverine Trading
618
Wolverine Trading
Illinois
– -$137K -20,149 Closed
NGA
619
Naples Global Advisors
Florida
– -$113K -18,507 Closed
KCM
620
Kanawha Capital Management
Virginia
– -$102K -16,783 Closed
EGM
621
Engineers Gate Manager
New York
– -$93K -15,218 Closed
BS
622
Boenning & Scattergood
Pennsylvania
– -$86K -14,050 Closed
DWM
623
Dakota Wealth Management
Florida
– -$85K -13,983 Closed
CPA
624
Cardiff Park Advisors
California
– -$84K -13,760 Closed
EHC
625
Everett Harris & Co
California
– -$82K -13,515 Closed
23 24
25
26 27

HLN Hedge Fund Activity: Q4 2022 in Review

585 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new HLN positions and 98 closed out — a net gain of 52 holders — while 132 added to existing stakes and 184 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.

  • 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
  • Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
  • 150 funds opened new Haleon positions in Q4 2022 and 98 closed out, a net change of +52 holders.
  • The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
  • The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2022.