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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
P
101
Pitcairn
Pennsylvania
$1.48M +$504K +60,319 +53%
CAM
102
Cresset Asset Management
Illinois
$1.35M +$88.7K +10,616 +7%
RFC
103
Regions Financial Corp
Alabama
$1.28M +$108K +12,877 +9%
SF
104
Synovus Financial
Georgia
$1.26M +$343K +41,046 +38%
QCM
105
QRG Capital Management
Illinois
$1.26M +$91.7K +10,973 +8%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.19M +$101K +12,078 +9%
EI
107
Ethic Inc
New York
$1.16M -$285K -34,135 -20%
Charles Schwab
108
Charles Schwab
California
$1.16M +$229K +27,441 +25%
Balyasny Asset Management
109
Balyasny Asset Management
Illinois
$1.14M +$1.12M +133,787 New
Corient Private Wealth
110
Corient Private Wealth
Florida
$1.12M -$8.28K -991 -0.7%
PA
111
Procyon Advisors
Connecticut
$1.12M +$934K +111,713 +560%
KCM
112
Kornitzer Capital Management
Kansas
$1.12M -$1.18M -141,610 -52%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$1.05M -$10K -1,196 -1%
CK
114
Cohen Klingenstein
New York
$1.02M -$267K -32,000 -21%
Pathstone Holdings
115
Pathstone Holdings
New Jersey
$1.01M -$128K -15,350 -11%
SI
116
Stephens Inc
Arkansas
$1M +$239K +28,572 +32%
PAS
117
Park Avenue Securities
New York
$989K +$89.2K +10,669 +10%
BS
118
Banco Santander
Spain
$968K -$562K -67,210 -37%
WCM Investment Management
119
WCM Investment Management
California
$968K +$19.4K +2,317 +2%
HF
120
HRT Financial
New York
$957K +$33K +3,954 +4%
TBC
121
Tweedy, Browne Co
Connecticut
$938K -$44.2K -5,288 -5%
S
122
SignatureFD
Georgia
$929K +$34.9K +4,177 +4%
YIH
123
Y-Intercept (HK)
Hong Kong
$922K +$800K +95,703 +740%
USCWA
124
U.S. Capital Wealth Advisors
Texas
$921K -$192K -23,001 -17%
QM
125
QVIDTVM Management
Texas
$920K -$5.44M -651,154 -86%