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597 hedge funds and large institutions have $5.86B invested in Haleon in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $389K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 205

1.8% less ownership

Funds ownership: 8.11%6.31% (-1.8%)

2% less funds holding

Funds holding: 609597 (-12)

16% less capital invested

Capital invested by funds: $7.01B → $5.86B (-$1.15B)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
8.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
193
Reduced
205
Closed
55
Calls
$1.28M
Puts
$389K
Net Calls
+$891K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$3.92M +$1.12M +114,115 +43%
Charles Schwab
77
Charles Schwab
California
$3.52M +$753K +76,469 +29%
HighTower Advisors
78
HighTower Advisors
Illinois
$3.51M -$212K -21,503 -6%
State Street
79
State Street
Massachusetts
$3.35M -$458K -46,510 -13%
MNA
80
Manning & Napier Advisors
New York
$3.33M -$76.7K -7,797 -2%
P
81
Pitcairn
Pennsylvania
$3.22M +$365K +37,105 +13%
Fifth Third Bancorp
82
Fifth Third Bancorp
Ohio
$3.16M +$35.9K +3,643 +1%
BCI
83
Brinker Capital Investments
Pennsylvania
$3.07M -$799K -81,131 -21%
OPS
84
Orion Portfolio Solutions
Nebraska
$3.07M -$799K -81,131 -21%
DC
85
Davenport & Co
Virginia
$2.88M -$63.1K -6,408 -2%
CL
86
Choreo LLC
Illinois
$2.81M -$348K -35,325 -11%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$2.74M -$298K -30,293 -10%
PA
88
Procyon Advisors
Connecticut
$2.7M +$321K +32,590 +14%
LCM
89
Landscape Capital Management
New Jersey
$2.65M +$2.54M +257,560 New
Franklin Resources
90
Franklin Resources
California
$2.58M -$27.1K -2,754 -1%
EGA
91
Eagle Global Advisors
Texas
$2.55M +$236K +24,000 +11%
KeyBank National Association
92
KeyBank National Association
Ohio
$2.44M +$49.5K +5,030 +2%
Jones Financial Companies
93
Jones Financial Companies
Missouri
$2.42M +$725K +73,697 +45%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$2.39M +$240K +24,373 +12%
KFP
95
Keystone Financial Planning
Ohio
$2.31M
SA
96
Sanctuary Advisors
Indiana
$2.29M -$170K -17,223 -7%
Commonwealth Equity Services
97
Commonwealth Equity Services
Massachusetts
$2.23M +$13.4K +1,363 +0.6%
MML Investors Services
98
MML Investors Services
Massachusetts
$2.22M -$261K -26,528 -11%
SAM
99
Silvercrest Asset Management
New York
$2.17M -$38.8K -3,945 -2%
CFO
100
Callan Family Office
Pennsylvania
$2.15M +$22.8K +2,314 +1%