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Haleon
HLN

Overview Fund Activity

573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$370M
2
HL
2
Harding Loevner
New Jersey
$111M
3
HCM
3
Heathbridge Capital Management
Ontario, Canada
$10.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$41.6M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$8.73M

Top Sellers

1
BCPEMI
1
Bain Capital Public Equity Management II
Massachusetts
$90M
2
LIP
2
Liontrust Investment Partners
United Kingdom
$4M
3
Dodge & Cox
3
Dodge & Cox
California
$927M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$0
5
BIP
5
Brandes Investment Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Primecap Management
51
Primecap Management
California
$4.62M – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$4.54M +$884K +106,544 +24%
SEI Investments
53
SEI Investments
Pennsylvania
$4.39M -$87.5K -10,442 -2%
QM
54
QVIDTVM Management
Texas
$4.35M -$25.1K -3,000 -0.6%
US Bancorp
55
US Bancorp
Minnesota
$4.34M +$2.56M +306,056 +144%
Osaic Holdings
56
Osaic Holdings
Arizona
$4.24M +$230K +27,579 +6%
LIP
57
Liontrust Investment Partners
United Kingdom
$4M -$13.9M -1,658,698 -78%
OAM
58
Oppenheimer Asset Management
New York
$3.67M -$184K -22,014 -5%
KCM
59
Kornitzer Capital Management
Kansas
$3.43M -$1.87M -222,915 -35%
Natixis Advisors
60
Natixis Advisors
Massachusetts
$2.82M +$723K +86,317 +35%
CGH
61
Crossmark Global Holdings
Texas
$2.47M +$22.6K +2,527 +0.9%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$2.4M -$163K -19,443 -6%
LM
63
Lincluden Management
Ontario, Canada
$2.38M +$2.42K +289 +0.1%
Mariner
64
Mariner
Kansas
$2.18M +$746K +89,191 +52%
UOC
65
UBS O'Connor
Illinois
$2.13M +$105K +12,523 +5%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$2.11M +$89.2K +10,642 +4%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$2.06M +$1.33M +158,180 +181%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.05M +$3.32K +396 +0.2%
Two Sigma Investments
69
Two Sigma Investments
New York
$2.01M +$2.01M +239,900 New
KFP
70
Keystone Financial Planning
Ohio
$2.01M +$22.6K +2,692 +1%
American Century Companies
71
American Century Companies
Missouri
$1.97M +$380K +45,315 +24%
Creative Planning
72
Creative Planning
Kansas
$1.97M +$70.8K +8,444 +4%
TC
73
TownSquare Capital
Utah
$1.91M +$228K +27,171 +14%
SAM
74
Silvercrest Asset Management
New York
$1.8M +$2.5K +298 +0.1%
MML Investors Services
75
MML Investors Services
Massachusetts
$1.78M +$380K +45,310 +27%
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