582 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+37
Holders Change %
+6.79%
% of All Funds
9.39%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
149
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
Shares
Change %
RFC
126
Regions Financial Corp
Alabama
$702K +$702K +87,700 New
Corient Private Wealth
127
Corient Private Wealth
Florida
$701K +$701K +87,674 New
SIA
128
Schechter Investment Advisors
Michigan
$678K +$3.83K +479 +0.6%
AWM
129
AE Wealth Management
Kansas
$669K -$143K -17,845 -18%
YCM
130
Yousif Capital Management
Michigan
$610K
CAN
131
Cetera Advisor Networks
California
$601K +$218K +27,221 +57%
FA
132
FDx Advisors
Illinois
$589K +$3.55K +444 +0.6%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$586K -$3.22K -403 -0.5%
Cerity Partners
134
Cerity Partners
New York
$576K +$60.6K +7,575 +12%
SCA
135
Snowden Capital Advisors
New York
$569K +$11.7K +1,461 +2%
VPIM
136
Vanguard Personalized Indexing Management
California
$568K +$81K +10,119 +17%
TWP
137
Tempus Wealth Planning
California
$566K -$58.8K -7,348 -9%
VAS
138
Vestmark Advisory Solutions
Massachusetts
$563K -$11.8K -1,480 -2%
KAS
139
Kestra Advisory Services
Texas
$559K -$5.04K -630 -0.9%
HTC
140
Haverford Trust Company
Pennsylvania
$551K -$338K -42,248 -38%
GHAM
141
Gilman Hill Asset Management
Connecticut
$551K -$8.82K -1,102 -2%
AMG
142
Advisors Management Group
Wisconsin
$543K +$368 +46 +0.1%
MGWM
143
Marks Group Wealth Management
Minnesota
$530K +$101K +12,653 +24%
WMSA
144
Weiss Multi-Strategy Advisers
New York
$520K +$520K +65,000 New
BCAM
145
Boston Common Asset Management
Massachusetts
$514K -$992 -124 -0.2%
GT
146
Glenmede Trust
Pennsylvania
$512K -$38.7K -4,834 -7%
DADC
147
D.A. Davidson & Co
Montana
$499K -$255K -31,821 -34%
RJT
148
Raymond James Trust
Florida
$491K -$52K -6,509 -10%
MFFIA
149
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$484K +$484K +60,440 New
NW
150
NewEdge Wealth
Pennsylvania
$476K -$27.1K -3,384 -5%