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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
EIP
651
Ellis Investment Partners
Pennsylvania
-$12K -2,003 Closed
TWA
652
TCI Wealth Advisors
Arizona
-$11K -1,789 Closed
CT
653
Clearstead Trust
Maine
-$8K -1,347 Closed
HGERS
654
Householder Group Estate & Retirement Specialist
Arizona
-$7K -1,287 Closed
RVM
655
Robinson Value Management
Texas
-$7K -1,220 Closed
BCM
656
Blume Capital Management
California
-$7K -1,200 Closed
EW
657
Evoke Wealth
California
-$4K -730 Closed
CWM
658
Castle Wealth Management
Florida
-$4K -646 Closed
MAM
659
Meeder Asset Management
Ohio
-$4K -579 Closed
SFO
660
Standard Family Office
South Dakota
-$3K -559 Closed
FMP
661
Financial Management Professionals
Texas
-$3K -527 Closed
MTIC
662
Missouri Trust & Investment Company
Missouri
-$3K -500 Closed
BCA
663
Bray Capital Advisors
Florida
-$3K -435 Closed
M
664
MOTCO
Texas
-$2K -400 Closed
SWM
665
Selective Wealth Management
Virginia
-$2K -400 Closed
MWM
666
Mascoma Wealth Management
New Hampshire
-$2K -365 Closed
RG
667
Retirement Group
California
-$2K -304 Closed
CAL
668
Capital Analysts LLC
Pennsylvania
-$1K -234 Closed
SPWG
669
Sage Private Wealth Group
Illinois
-$1K -201 Closed
AFS
670
Annapolis Financial Services
Maryland
-$1K -200 Closed
CL
671
COWA LLC
Oklahoma
-$1K -200 Closed
WWMSC
672
Wagner Wealth Management (South Carolina)
South Carolina
-$1K -200 Closed
CCM
673
Cribstone Capital Management
Maine
-$1K -140 Closed
GIA
674
Goodwin Investment Advisory
Georgia
-$1K -120 Closed
DBG
675
De Burlo Group
Massachusetts
-$609 -100 Closed