585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$763K -$185K -22,421 -19%
SI
127
Stephens Inc
Arkansas
$736K -$141K -17,175 -16%
WCM
128
Wallace Capital Management
Texas
$725K -$20.2K -2,451 -3%
AIA
129
AIMZ Investment Advisors
California
$723K -$3.26K -396 -0.4%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$699K -$630K -76,491 -47%
CIM
131
Confluence Investment Management
Missouri
$676K -$29.8K -3,622 -4%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$643K -$49.8K -6,055 -7%
YCM
133
Yousif Capital Management
Michigan
$634K
AWA
134
Arkadios Wealth Advisors
Georgia
$624K +$151K +18,343 +32%
LWAM
135
Legacy Wealth Asset Management
Minnesota
$562K +$23.4K +2,842 +4%
HAG
136
HighPoint Advisor Group
Illinois
$542K +$542K +64,328 New
PAG
137
Private Advisor Group
New Jersey
$528K +$9.54K +1,159 +2%
AT
138
Arden Trust
Delaware
$515K -$433K -52,575 -46%
MOS
139
MGO One Seven
Ohio
$499K +$4.39K +533 +0.9%
PA
140
Profund Advisors
Maryland
$491K +$491K +59,656 New
WI
141
Wintrust Investments
Illinois
$470K -$34.9K -4,235 -7%
GT
142
Glenmede Trust
Pennsylvania
$462K +$10.8K +1,312 +2%
WA
143
WealthTrust Axiom
Pennsylvania
$454K +$39.5K +4,796 +10%
NW
144
NewEdge Wealth
Pennsylvania
$436K -$72.8K -8,843 -14%
TWP
145
Tempus Wealth Planning
California
$434K -$28.3K -3,439 -6%
BCAM
146
Boston Common Asset Management
Massachusetts
$418K
LNWWM
147
Laird Norton Wetherby Wealth Management
California
$412K -$23.8K -2,888 -5%
VAS
148
Vestmark Advisory Solutions
Massachusetts
$412K -$81K -9,843 -16%
AWM
149
AE Wealth Management
Kansas
$393K +$50.5K +6,182 +15%
AGC
150
Aspen Grove Capital
Colorado
$392K +$25.7K +3,117 +7%