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547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0%3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
Reduced
Closed
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
51
Capital International Investors
California
$3.75M +$3.98M +615,260 New
QOP
52
Quinn Opportunity Partners
Virginia
$3.66M +$3.89M +601,550 New
SEI Investments
53
SEI Investments
Pennsylvania
$3.4M +$3.61M +557,774 New
Primecap Management
54
Primecap Management
California
$3.36M +$3.57M +551,400 New
Grantham, Mayo, Van Otterloo & Co (GMO)
55
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.35M +$3.56M +549,500 New
LPL Financial
56
LPL Financial
California
$3.02M +$3.21M +495,665 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$2.84M +$3.02M +466,049 New
QM
58
QVIDTVM Management
Texas
$2.74M +$2.91M +450,016 New
SAM
59
Silvercrest Asset Management
New York
$2.53M +$2.69M +414,952 New
Pacer Advisors
60
Pacer Advisors
Pennsylvania
$2.36M +$2.51M +387,482 New
Invesco
61
Invesco
Georgia
$2.15M +$2.28M +352,570 New
Ameriprise
62
Ameriprise
Minnesota
$2M +$2.12M +327,764 New
Franklin Resources
63
Franklin Resources
California
$1.95M +$2.07M +320,429 New
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.89M +$2.01M +311,056 New
JGUA
65
John G. Ullman & Associates
New York
$1.88M +$2M +308,492 New
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$1.86M +$1.98M +305,815 New
First Eagle Investment Management
67
First Eagle Investment Management
New York
$1.86M +$1.98M +305,252 New
BCI
68
Brinker Capital Investments
Pennsylvania
$1.81M +$1.92M +296,948 New
Janney Montgomery Scott
69
Janney Montgomery Scott
Pennsylvania
$1.8M +$1.91M +295,588 New
Osaic Holdings
70
Osaic Holdings
Arizona
$1.78M +$1.89M +291,988 New
LM
71
Lincluden Management
Ontario, Canada
$1.77M +$1.88M +290,727 New
Qube Research & Technologies (QRT)
72
Qube Research & Technologies (QRT)
United Kingdom
$1.76M +$1.87M +288,843 New
CGH
73
Crossmark Global Holdings
Texas
$1.64M +$1.75M +269,668 New
USCWA
74
U.S. Capital Wealth Advisors
Texas
$1.62M +$1.72M +265,989 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$1.6M +$1.7M +262,407 New

HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.