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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
SIS
601
Susquehanna International Securities
Ireland
-$1.85M -224,841 Closed
Squarepoint
602
Squarepoint
New York
-$1.41M -171,633 Closed
BCAM
603
Boston Common Asset Management
Massachusetts
-$418K -50,750 Closed
LP
604
LMR Partners
United Kingdom
-$288K -35,000 Closed
GS
605
GTS Securities
New York
-$260K -31,641 Closed
OIA
606
OneDigital Investment Advisors
Kansas
-$239K -29,079 Closed
DS
607
DRW Securities
Illinois
-$233K -28,338 Closed
UOC
608
UBS O'Connor
Illinois
-$177K -21,500 Closed
SSG
609
Summit Securities Group
New York
-$113K -13,746 Closed
TFS
610
Thoroughbred Financial Services
Tennessee
-$107K -13,102 Closed
SAG
611
SageView Advisory Group
California
-$100K -12,175 Closed
ASN
612
Advisory Services Network
Georgia
-$91.5K -11,116 Closed
KWM
613
Kingsview Wealth Management
Oregon
-$88K -10,696 Closed
LA
614
LM Advisors
California
-$56.1K -6,814 Closed
DAM
615
Delta Asset Management
Tennessee
-$51.5K -6,253 Closed
GWS
616
Glassman Wealth Services
Virginia
-$39.7K -4,823 Closed
TSW
617
Thompson Siegel & Walmsley
Virginia
-$33K -4,000 Closed
FMP
618
Financial Management Professionals
Texas
-$14K -1,704 Closed
HT
619
Headlands Technologies
Illinois
-$12.7K -1,537 Closed
TWM
620
Tradition Wealth Management
Minnesota
-$11K -1,346 Closed
FBC
621
Fairfield, Bush & Co
Connecticut
-$10.4K -1,268 Closed
BWM
622
BKM Wealth Management
Wisconsin
-$8.81K -1,070 Closed
FCG
623
Financial Connections Group
California
-$6K -741 Closed
MTIC
624
Missouri Trust & Investment Company
Missouri
-$5.83K -709 Closed
CG
625
Cutler Group
California
-$4K -600 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.