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Haleon
HLN

Overview Fund Activity

570 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 66 closing their positions.

Holders
570
Holders Change
-23
Holders Change %
-3.88%
% of All Funds
8.29%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
55
Increased
215
Reduced
177
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K

Top Buyers

1
HL
1
Harding Loevner
New Jersey
$212M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$819M
3
SC
3
Sculptor Capital
New York
$73.4M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$345M
5
Dodge & Cox
5
Dodge & Cox
California
$1.49B

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$251K
2
Citadel Advisors
2
Citadel Advisors
Florida
$46.7M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$50.4M
4
Bank of America
4
Bank of America
North Carolina
$42.1M
5
MIM
5
Martin Investment Management
Florida
$304K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$1.25M +$87.4K +10,577 +8%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.23M +$137K +16,539 +13%
SF
103
Synovus Financial
Georgia
$1.22M -$7.64K -925 -0.6%
Charles Schwab
104
Charles Schwab
California
$1.19M +$64.3K +7,783 +6%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$1.11M +$127K +15,426 +13%
JEST
106
JTC Employer Solutions Trustee
Jersey
$1.1M -$2.02M -244,086 -65%
PAS
107
Park Avenue Securities
New York
$1.06M +$92.1K +11,141 +10%
AAS
108
Avantax Advisory Services
Texas
$1.03M +$836K +101,184 +431%
WCM Investment Management
109
WCM Investment Management
California
$980K +$19K +2,248 +2%
SI
110
Stephens Inc
Arkansas
$980K +$5.08K +615 +0.5%
EI
111
Ethic Inc
New York
$971K -$154K -18,693 -14%
S
112
SignatureFD
Georgia
$962K +$58.5K +7,077 +6%
VPIM
113
Vanguard Personalized Indexing Management
California
$936K +$142K +17,138 +18%
RJFSA
114
Raymond James Financial Services Advisors
Florida
$933K -$85K -10,286 -8%
USCWA
115
U.S. Capital Wealth Advisors
Texas
$870K -$26K -3,152 -3%
EPAM
116
Euro Pacific Asset Management
Puerto Rico
$829K -$23.8K -2,837 -3%
AAIM
117
American Assets Investment Management
California
$826K – – –
CIC
118
Canal Insurance Company
South Carolina
$826K – – –
Ameriprise
119
Ameriprise
Minnesota
$822K -$22.2K -2,693 -3%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$814K -$718K -86,938 -47%
OWA
121
One Wealth Advisors
California
$813K +$173K +17,586 +27%
Calamos Advisors
122
Calamos Advisors
Illinois
$807K +$807K +97,649 New
PMSA
123
Patrick M. Sweeney & Associates
Illinois
$797K +$330K +40,000 +71%
TBC
124
Tweedy, Browne Co
Connecticut
$790K -$123K -14,869 -13%
1832 Asset Management
125
1832 Asset Management
Ontario, Canada
$765K -$49K -5,933 -6%
3 4
5
6 7