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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: 56 (+1)

7% more funds holding

Funds holding: 547585 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
626
Waters Parkerson & Co
Louisiana
-$80K -13,129 Closed
MCM
627
Marathon Capital Management
Maryland
-$78K -12,823 Closed
FLAM
628
First Light Asset Management
Minnesota
-$77K -12,574 Closed
NFC
629
Northeast Financial Consultants
Connecticut
-$76K -12,530 Closed
AWAG
630
ARS Wealth Advisors Group
Florida
-$76K -12,507 Closed
AT
631
Arvest Trust
Oklahoma
-$74K -12,071 Closed
AWA
632
Arete Wealth Advisors
Illinois
-$73K -11,989 Closed
AIP
633
Almanack Investment Partners
Pennsylvania
-$71K -11,600 Closed
MCA
634
MSH Capital Advisors
Arizona
-$70.4K -11,556 Closed
Lido Advisors
635
Lido Advisors
California
-$70K -11,546 Closed
NIA
636
NIA Impact Advisors
California
-$70K -11,507 Closed
B
637
Bailard
California
-$69K -11,318 Closed
RIA
638
Realta Investment Advisors
Delaware
-$69K -11,263 Closed
SCM
639
Stonebridge Capital Management
California
-$68K -11,154 Closed
ZAM
640
Zevin Asset Management
Massachusetts
-$67K -11,069 Closed
GI
641
GAMCO Investors
Connecticut
-$67K -10,987 Closed
SWM
642
SeaCrest Wealth Management
New York
-$66K -10,890 Closed
CG
643
Cutler Group
California
-$65K -10,787 Closed
9WM
644
9258 Wealth Management
Ohio
-$66K -10,779 Closed
CB
645
Cadence Bank
Mississippi
-$63K -10,383 Closed
RWM
646
Ritholtz Wealth Management
New York
-$61K -10,039 Closed
LWCFA
647
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$60K -9,830 Closed
Credit Agricole
648
Credit Agricole
France
-$55K -9,000 Closed
HI
649
Hudock Inc
Pennsylvania
-$30K -5,079 Closed
GWSG
650
GPS Wealth Strategies Group
Colorado
-$16K -2,659 Closed