We are live on ! Find out more
HLN icon

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
MCC
601
Money Concepts Capital
Florida
– -$86.7K -10,344 Closed
OGC
602
One68 Global Capital
New York
– -$83.8K -10,000 Closed
RI
603
Ridgewood Investments
New Jersey
– -$46K -5,491 Closed
ANBT
604
American National Bank & Trust
Texas
– -$25.1K -3,000 Closed
RMA
605
Roffman Miller Associates
Pennsylvania
– -$23.8K -2,845 Closed
HS
606
Horan Securities
United States
– -$17.6K -2,100 Closed
SFCL
607
Strengthening Families & Communities LLC
Massachusetts
– -$18K -2,095 Closed
ICM
608
Intrepid Capital Management
Florida
– -$12.6K -1,508 Closed
WP
609
WealthPLAN Partners
Nebraska
– -$11.2K -1,338 Closed
YDMI
610
Y.D. More Investments
Israel
– -$10.7K -1,271 Closed
FBC
611
Fairfield, Bush & Co
Connecticut
– -$10.6K -1,268 Closed
BAM
612
Bellevue Asset Management
Washington
– -$9.76K -1,165 Closed
FCG
613
Financial Connections Group
California
– -$6K -741 Closed
CLOS
614
Compagnie Lombard Odier SCmA
Switzerland
– -$5.87K -700 Closed
OPTFSNA
615
Old Point Trust & Financial Services N A
Virginia
– -$4.19K -500 Closed
IGWM
616
ICA Group Wealth Management
Colorado
– -$3.78K -451 Closed
FFA
617
Fairfield Financial Advisors
Massachusetts
– -$3.61K -431 Closed
CWA
618
Clearview Wealth Advisors
Oregon
– -$3.59K -428 Closed
AP
619
Arlington Partners
Alabama
– -$3.35K -400 Closed
PIAS
620
PCA Investment Advisory Services
Ohio
– -$2.32K -276 Closed
GTAM
621
Global Trust Asset Management
Florida
– -$2.31K -275 Closed
CFO
622
CVA Family Office
Colorado
– -$2.12K -253 Closed
LJHT
623
Laurie J. Hall Trustee
– -$2K -250 Closed
BAAM
624
Baker Avenue Asset Management
California
– -$1.57K -187 Closed
BEI
625
Benjamin Edwards Inc
Missouri
– -$1K -142 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.