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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
Primecap Management
51
Primecap Management
California
$4.41M
QOP
52
Quinn Opportunity Partners
Virginia
$4.37M -$374K -55,000 -9%
CSS
53
Cubist Systematic Strategies
Connecticut
$4.12M +$3.5M +514,842 New
SEI Investments
54
SEI Investments
Pennsylvania
$4.05M -$348K -51,096 -9%
LPL Financial
55
LPL Financial
California
$3.84M -$107K -15,792 -3%
BCI
56
Brinker Capital Investments
Pennsylvania
$3.62M +$1.06M +155,681 +52%
QM
57
QVIDTVM Management
Texas
$3.6M
Osaic Holdings
58
Osaic Holdings
Arizona
$3.39M +$899K +132,147 +45%
SAM
59
Silvercrest Asset Management
New York
$3.3M -$18.4K -2,700 -0.7%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$3.15M -$379K -55,700 -12%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$3.11M -$523K -76,833 -16%
PI
62
PFS Investments
Georgia
$3.09M +$1.18M +172,995 +81%
Franklin Resources
63
Franklin Resources
California
$3.05M +$411K +60,365 +19%
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.39M -$83.2K -12,227 -4%
LM
65
Lincluden Management
Ontario, Canada
$2.31M -$15.3K -2,255 -0.8%
CGH
66
Crossmark Global Holdings
Texas
$2.17M +$7.08K +1,041 +0.4%
Truist Financial
67
Truist Financial
North Carolina
$2.08M +$589K +86,587 +50%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.02M +$22K +3,233 +1%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$1.98M -$11.1K -1,628 -0.7%
Simplex Trading
70
Simplex Trading
Illinois
$1.96M +$297K +43,607 +22%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$1.93M +$211K +31,047 +15%
JGUA
72
John G. Ullman & Associates
New York
$1.9M -$482K -70,880 -23%
KFP
73
Keystone Financial Planning
Ohio
$1.9M -$9.31K -1,369 -0.6%
HFS
74
Hantz Financial Services
Michigan
$1.86M +$63.7K +9,360 +4%
Creative Planning
75
Creative Planning
Kansas
$1.81M +$141K +20,694 +10%