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568 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, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1%4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
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
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$989K -$49.4K -5,931 -5%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$982K +$158K +19,000 +19%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$962K +$406K +48,784 +73%
1832 Asset Management
104
1832 Asset Management
Ontario, Canada
$959K -$5.79K -695 -0.6%
AT
105
Arden Trust
Delaware
$959K -$492K -59,072 -34%
WCM Investment Management
106
WCM Investment Management
California
$951K -$264K -31,760 -22%
Ameriprise
107
Ameriprise
Minnesota
$926K -$21.1K -2,537 -2%
SF
108
Synovus Financial
Georgia
$915K +$30K +3,607 +3%
SIS
109
Susquehanna International Securities
Ireland
$905K -$100K -12,042 -10%
EPAM
110
Euro Pacific Asset Management
Puerto Rico
$893K -$15.6K -1,873 -2%
SI
111
Stephens Inc
Arkansas
$888K -$2.93K -352 -0.3%
S
112
SignatureFD
Georgia
$879K +$26K +3,117 +3%
AAIM
113
American Assets Investment Management
California
$833K
CIC
114
Canal Insurance Company
South Carolina
$833K
BMSSC
115
B. Metzler seel. Sohn & Co
Germany
$807K +$807K +96,900 New
Qube Research & Technologies (QRT)
116
Qube Research & Technologies (QRT)
United Kingdom
$771K +$770K +92,504 New
PAS
117
Park Avenue Securities
New York
$765K +$86.9K +10,431 +13%
WCM
118
Wallace Capital Management
Texas
$754K -$327K -39,208 -30%
VPIM
119
Vanguard Personalized Indexing Management
California
$736K +$77.8K +9,339 +12%
AIA
120
AIMZ Investment Advisors
California
$735K -$7.08K -850 -1%
EI
121
Ethic Inc
New York
$719K +$66.2K +7,950 +10%
Prudential Financial
122
Prudential Financial
New Jersey
$719K +$204K +24,488 +40%
CIM
123
Confluence Investment Management
Missouri
$714K
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$701K -$35.2K -4,228 -5%
Simplex Trading
125
Simplex Trading
Illinois
$669K +$176K +21,097 +36%