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619 hedge funds and large institutions have $5.68B invested in Haleon in 2026 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 213 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $518K | Put options by funds: $115K

38% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 63

20% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 177

2% more funds holding

Funds holding: 608619 (+11)

0.04% more ownership

Funds ownership: 12.72%12.75% (+0.04%)

2% less capital invested

Capital invested by funds: $5.79B → $5.68B (-$109M)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
619
Holders Change
+11
Holders Change %
+1.81%
% of All Funds
7.62%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.02%
New
87
Increased
213
Reduced
177
Closed
63
Calls
$518K
Puts
$115K
Net Calls
+$403K
Net Calls Change
-$244K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$11M +$1.04M +100,136 +10%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$10.6M +$385K +37,014 +4%
Russell Investments Group
53
Russell Investments Group
United Kingdom
$10.4M +$172K +16,487 +2%
Citadel Advisors
54
Citadel Advisors
Florida
$10M -$67.4M -6,481,248 -87%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$9.48M -$78.6M -7,553,863 -89%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$9.36M +$1.74M +167,704 +22%
HFS
57
Hantz Financial Services
Michigan
$8.21M +$1.27M +121,804 +17%
Massachusetts Financial Services
58
Massachusetts Financial Services
Massachusetts
$7.96M +$296K +28,404 +4%
CGH
59
Crossmark Global Holdings
Texas
$7.5M +$1.85M +178,190 +31%
CFO
60
Callan Family Office
Pennsylvania
$7.35M -$42.4K -4,079 -0.6%
US Bancorp
61
US Bancorp
Minnesota
$7.05M +$1.89M +181,277 +35%
Charles Schwab
62
Charles Schwab
California
$6.85M +$1.22M +116,977 +21%
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$6.74M +$7M +673,294 New
UBS AM
64
UBS AM
Illinois
$6.64M +$5.74M +551,449 +493%
WF
65
Welch & Forbes
Massachusetts
$6.44M
Mariner
66
Mariner
Kansas
$6.37M +$172K +16,494 +3%
Creative Planning
67
Creative Planning
Kansas
$6.32M +$1.07M +102,394 +19%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$5.54M +$836K +80,337 +17%
Truist Financial
69
Truist Financial
North Carolina
$4.99M +$282K +27,078 +6%
AA
70
ABC Arbitrage
France
$4.78M -$24.1M -2,312,074 -83%
OAM
71
Oppenheimer Asset Management
New York
$4.77M -$169K -16,238 -3%
CAM
72
Cidel Asset Management
Ontario, Canada
$4.74M +$1.14M +109,239 +30%
Dimensional Fund Advisors
73
Dimensional Fund Advisors
Texas
$4.65M -$82.1K -7,892 -2%
Cerity Partners
74
Cerity Partners
New York
$4.6M +$141K +13,589 +3%
Acadian Asset Management
75
Acadian Asset Management
Massachusetts
$4.52M +$3.21M +308,152 +215%