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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
CTB
626
Country Trust Bank
Illinois
-$4.77K -580 Closed
LF
627
Lee Financial
Texas
-$4.35K -528 Closed
TCA
628
Trifecta Capital Advisors
Illinois
-$4.3K -523 Closed
GI
629
Gradient Investments
Minnesota
-$4.07K -494 Closed
SA
630
Scarborough Advisors
Maryland
-$4K -486 Closed
PS
631
Planned Solutions
California
-$3.62K -440 Closed
GAMC
632
Garner Asset Management Corp
Texas
-$3.43K -415 Closed
MCA
633
Maryland Capital Advisors
Maryland
-$3.29K -400 Closed
BWP
634
Baldwin Wealth Partners
Massachusetts
-$3.28K -399 Closed
VWM
635
Venturi Wealth Management
Texas
-$2.21K -269 Closed
ASBI
636
American State Bank (Iowa)
Iowa
-$1.65K -200 Closed
MMG
637
Monetary Management Group
Missouri
-$1.65K -200 Closed
CB
638
CNB Bank
Pennsylvania
-$1.44K -175 Closed
BEI
639
Benjamin Edwards Inc
Missouri
-$1K -150 Closed
JFA
640
JNBA Financial Advisors
Minnesota
-$1.01K -122 Closed
MFA
641
McClarren Financial Advisors
Pennsylvania
-$1K -121 Closed
AWM
642
Able Wealth Management
New Jersey
-$935 -114 Closed
TVAMP
643
Tennessee Valley Asset Management Partners
Tennessee
-$634 -77 Closed
BCM
644
Bourgeon Capital Management
Connecticut
-$560 -68 Closed
GWMIA
645
Global Wealth Management Investment Advisory
Florida
-$395 -48 Closed
M
646
MOTCO
Texas
-$346 -42 Closed
VCM
647
Versant Capital Management
Arizona
-$247 -30 Closed
DSC
648
Duncker Streett & Co
Missouri
-$239 -29 Closed
DWA
649
Delos Wealth Advisors
Texas
-$182 -22 Closed
RIM
650
Rockbridge Investment Management
New York
-$165 -20 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.