Haleon
587 hedge funds and large institutions have $5.45B invested in Haleon in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 54 closing their positions.
920% more call options, than puts
Call options by funds: $1.84M | Put options by funds: $180K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
30% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 54
27% more capital invested
Capital invested by funds: $4.29B → $5.45B (+$1.16B)
1% more funds holding
Funds holding: 579 → 587 (+8)
0.04% less ownership
Funds ownership: 5.7% → 5.66% (-0.04%)
8% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 197
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.5M |
| 3 |
Morgan Stanley
New York
|
+$10M |
| 4 |
JP Morgan Chase
New York
|
+$9.93M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$8.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$43M |
| 2 |
ClearBridge Investments
New York
|
-$42.4M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$22.9M |
| 4 |
Two Sigma Investments
New York
|
-$13.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.1M |
HLN Hedge Fund Activity: Q3 2024 in Review
587 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2024, worth a combined $5.45B — up 27% from $4.29B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new HLN positions and 54 closed out — a net gain of 16 holders — while 182 added to existing stakes and 197 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $55.8M. The largest seller was Citadel Advisors, cutting an estimated $43M.
- 587 institutional investors held Haleon (HLN) as of Q3 2024, up from 579 in Q2 2024.
- Funds reported $5.45B of Haleon stock for Q3 2024, up 27% quarter-over-quarter.
- 70 funds opened new Haleon positions in Q3 2024 and 54 closed out, a net change of +16 holders.
- The largest Haleon buyer in Q3 2024 was Fidelity Investments, an estimated $55.8M added.
- The largest Haleon seller in Q3 2024 was Citadel Advisors, an estimated $43M sold.
Based on aggregated 13F filings for Q3 2024.