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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
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$1.09M +$611K +89,810 +196%
WCM
102
Wallace Capital Management
Texas
$1.08M -$34.7K -5,094 -4%
Susquehanna International Group
103
Susquehanna International Group
Pennsylvania
$1.01M +$351K +51,558 +69%
Cetera Investment Advisers
104
Cetera Investment Advisers
Illinois
$947K +$452K +66,429 +128%
PG
105
Pendal Group
Australia
$936K -$23.8K -3,500 -3%
TSW
106
Thompson Siegel & Walmsley
Virginia
$936K -$23.8K -3,500 -3%
EI
107
Ethic Inc
New York
$928K +$790K +116,030 New
JP Morgan Chase
108
JP Morgan Chase
New York
$924K -$5.81M -854,383 -88%
Comerica Bank
109
Comerica Bank
Texas
$891K +$13K +1,906 +2%
SF
110
Synovus Financial
Georgia
$883K -$436K -64,041 -37%
Group One Trading
111
Group One Trading
Illinois
$880K -$515K -75,737 -41%
EPAM
112
Euro Pacific Asset Management
Puerto Rico
$878K +$780K +114,654 New
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$838K -$32.2K -4,735 -4%
PTC
114
Philadelphia Trust Company
Pennsylvania
$807K -$39.5K -5,801 -5%
S
115
SignatureFD
Georgia
$802K +$102K +14,962 +18%
AAIM
116
American Assets Investment Management
California
$800K
CIC
117
Canal Insurance Company
South Carolina
$800K
PGFC
118
Peapack-Gladstone Financial Corp
New Jersey
$794K +$71.7K +10,543 +12%
AAM
119
Advisors Asset Management
Colorado
$793K -$166K -24,397 -20%
JMPWA
120
JP Morgan Private Wealth Advisors
California
$771K +$38.7K +5,687 +6%
JC
121
Jacobs & Co
California
$751K -$509K -74,847 -44%
SI
122
Stephens Inc
Arkansas
$748K +$132K +19,390 +26%
AIA
123
AIMZ Investment Advisors
California
$728K -$2.25K -330 -0.4%
Neuberger Berman Group
124
Neuberger Berman Group
New York
$720K -$37.1K -5,453 -6%
WI
125
Wintrust Investments
Illinois
$718K +$64K +9,403 +12%