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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
WANY
601
Wealthspire Advisors (New York)
New York
– -$101K -12,683 Closed
GC
602
Guggenheim Capital
Illinois
– -$95.2K -11,905 Closed
KC
603
Kenfarb & Co
Kentucky
– -$93.6K -11,700 Closed
TBA
604
Tower Bridge Advisors
Pennsylvania
– -$89.5K -11,182 Closed
UCFA
605
United Capital Financial Advisors
Texas
– -$86.3K -10,783 Closed
PWP
606
Principle Wealth Partners
Connecticut
– -$82.1K -10,258 Closed
PA
607
Pinnacle Associates
New York
– -$80.9K -10,110 Closed
CBB
608
Citizens Business Bank
California
– -$80K -10,000 Closed
RBC
609
Romano Brothers & Co
Illinois
– -$55.5K -6,940 Closed
CS
610
Credit Suisse
Switzerland
– -$47.9K -5,990 Closed
HT
611
Headlands Technologies
Illinois
– -$38K -4,716 Closed
RFA
612
Resurgent Financial Advisors
Georgia
– -$29.3K -3,666 Closed
MS
613
Madden Securities
Texas
– -$20.8K -2,600 Closed
SC
614
Solstein Capital
California
– -$14.2K -1,770 Closed
AWM
615
Accurate Wealth Management
Florida
– -$12.5K -1,612 Closed
ACM
616
AUA Capital Management
Pennsylvania
– -$10.7K -1,343 Closed
ZIG
617
Zullo Investment Group
Pennsylvania
– -$10.3K -1,292 Closed
MWM
618
MinichMacGregor Wealth Management
New York
– -$9.78K -1,222 Closed
SC
619
Sierra Capital
Florida
– -$9K -1,077 Closed
IRAG
620
Investment Research & Advisory Group
Georgia
– -$4.8K -600 Closed
CS
621
Comerica Securities
Michigan
– -$4K -500 Closed
KIA
622
Kraematon Investment Advisors
Massachusetts
– -$3.73K -466 Closed
RFG
623
RFP Financial Group
Georgia
– -$3.51K -439 Closed
MFT
624
Moisand Fitzgerald Tamayo
Florida
– -$3.22K -402 Closed
NFSG
625
Newbridge Financial Services Group
Florida
– -$3.2K -400 Closed
22 23 24
25
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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.