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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
Ameriprise
76
Ameriprise
Minnesota
$1.81M -$697K -102,462 -31%
US Bancorp
77
US Bancorp
Minnesota
$1.76M +$223K +32,717 +17%
CFM
78
Coronation Fund Managers
South Africa
$1.76M +$1.5M +220,052 New
RJFSA
79
Raymond James Financial Services Advisors
Florida
$1.74M -$303K -44,520 -17%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.73M -$540K -79,327 -27%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$1.72M -$343K -50,410 -19%
AI
82
Ariel Investments
Illinois
$1.69M
TC
83
TownSquare Capital
Utah
$1.65M +$369K +54,261 +36%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$1.57M +$400K +58,766 +43%
American Century Companies
85
American Century Companies
Missouri
$1.48M +$11.3K +1,668 +0.9%
Parallax Volatility Advisers
86
Parallax Volatility Advisers
California
$1.46M
FCI
87
Financial Counselors Inc
Kansas
$1.45M -$110K -16,145 -8%
MML Investors Services
88
MML Investors Services
Massachusetts
$1.42M +$343K +50,376 +40%
PFO
89
Pathstone Family Office
New Jersey
$1.41M +$75.7K +11,124 +39%
OAM
90
Oppenheimer Asset Management
New York
$1.41M +$246K +36,205 +26%
BS
91
Banco Santander
Spain
$1.4M +$629K +92,510 +112%
SIGI
92
Susquehanna International Group (Ireland)
Ireland
$1.39M +$503K +73,900 +74%
YIH
93
Y-Intercept (HK)
Hong Kong
$1.38M +$1.17M +172,279 New
AT
94
Arden Trust
Delaware
$1.36M +$1.16M +170,165 New
CK
95
Cohen Klingenstein
New York
$1.36M -$281K -41,364 -20%
ECM
96
Element Capital Management
New York
$1.3M +$1.1M +162,137 New
Mariner
97
Mariner
Kansas
$1.17M +$193K +28,428 +24%
OC
98
Oppenheimer & Co
New York
$1.17M -$27.8K -4,080 -3%
FHB
99
First Hawaiian Bank
Hawaii
$1.12M +$949K +139,503 New
TBC
100
Tweedy, Browne Co
Connecticut
$1.1M -$285K -41,898 -23%