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Haleon
HLN

Overview Fund Activity

564 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$449M
2
HL
2
Harding Loevner
New Jersey
$187M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$42.6M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$49.4M
5
Kayne Anderson Rudnick Investment Management
5
Kayne Anderson Rudnick Investment Management
California
$14.1M

Top Sellers

1
PCM
1
Palestra Capital Management
New York
$0
2
State Street
2
State Street
Massachusetts
$3.96M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$126M
4
MGCM
4
Mane Global Capital Management
New York
$0
5
SC
5
Sculptor Capital
New York
$44.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$1.89M -$205K -24,559 -10%
KeyBank National Association
77
KeyBank National Association
Ohio
$1.86M +$722K +86,726 +64%
CFM
78
Coronation Fund Managers
South Africa
$1.85M +$131K +15,672 +8%
HighTower Advisors
79
HighTower Advisors
Illinois
$1.83M -$200K -24,147 -10%
TC
80
TownSquare Capital
Utah
$1.81M -$81.3K -9,754 -4%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$1.79M +$122K +14,689 +7%
SAM
82
Silvercrest Asset Management
New York
$1.79M – – –
Janney Montgomery Scott
83
Janney Montgomery Scott
Pennsylvania
$1.68M -$12.8K -1,534 -0.8%
Franklin Resources
84
Franklin Resources
California
$1.62M +$441K +52,991 +37%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$1.46M +$1.46M +175,626 New
BS
86
Banco Santander
Spain
$1.45M +$54.1K +6,500 +4%
CK
87
Cohen Klingenstein
New York
$1.4M -$13.7K -1,644 -1%
API
88
Advisor Partners II
California
$1.39M -$245K -29,380 -15%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.35M -$10.1K -1,214 -0.7%
FHB
90
First Hawaiian Bank
Hawaii
$1.32M – – –
AI
91
Atria Investments
North Carolina
$1.25M +$1.25M +150,581 New
CAM
92
Cresset Asset Management
Illinois
$1.25M +$391K +46,729 +45%
MGWM
93
Marks Group Wealth Management
Minnesota
$1.24M +$283K +33,918 +29%
RFC
94
Regions Financial Corp
Alabama
$1.17M +$252K +30,207 +27%
USCWA
95
U.S. Capital Wealth Advisors
Texas
$1.12M -$161K -19,284 -12%
RJFSA
96
Raymond James Financial Services Advisors
Florida
$1.12M -$67.4K -8,087 -6%
Corient Private Wealth
97
Corient Private Wealth
Florida
$1.12M -$242K -29,003 -18%
HFS
98
Hantz Financial Services
Michigan
$1.07M +$107K +12,875 +11%
JFG
99
Jefferies Financial Group
New York
$1.06M +$1.06M +126,990 New
TBC
100
Tweedy, Browne Co
Connecticut
$1.01M -$14.2K -1,700 -1%
2 3
4
5 6