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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
Ameriprise
126
Ameriprise
Minnesota
$872K +$58.7K +7,024 +7%
CAN
127
Cetera Advisor Networks
California
$862K +$41K +4,907 +5%
MF
128
Magnetar Financial
Illinois
$853K +$839K +100,431 New
AAIM
129
American Assets Investment Management
California
$849K
CIC
130
Canal Insurance Company
South Carolina
$849K
EPAM
131
Euro Pacific Asset Management
Puerto Rico
$838K -$31.2K -3,732 -4%
1832 Asset Management
132
1832 Asset Management
Ontario, Canada
$836K +$48.4K +5,795 +6%
VPIM
133
Vanguard Personalized Indexing Management
California
$816K +$20.2K +2,420 +3%
FIM
134
Freedom Investment Management
Connecticut
$810K -$48.2K -5,771 -6%
HWMA
135
Heritage Wealth Management (Arizona)
Arizona
$792K -$25.4K -3,035 -3%
AIA
136
AIMZ Investment Advisors
California
$720K -$25.9K -3,100 -4%
CIM
137
Confluence Investment Management
Missouri
$697K -$276 -33 -0%
CA
138
Cetera Advisors
Colorado
$696K +$576K +68,857 +524%
DWM
139
Dynasty Wealth Management
Florida
$692K +$681K +81,525 New
WCM
140
Wallace Capital Management
Texas
$691K -$55.6K -6,657 -8%
Prudential Financial
141
Prudential Financial
New Jersey
$682K -$108K -12,868 -14%
AC
142
AXQ Capital
New Jersey
$675K -$127K -15,200 -16%
YCM
143
Yousif Capital Management
Michigan
$662K +$7.52K +900 +1%
BCM
144
Bayesian Capital Management
New York
$645K +$635K +76,000 New
SFA
145
Sequoia Financial Advisors
Ohio
$645K -$1.2M -143,228 -65%
AWA
146
Arkadios Wealth Advisors
Georgia
$636K -$7.77K -930 -1%
Cambridge Investment Research Advisors
147
Cambridge Investment Research Advisors
Iowa
$607K -$55.8K -6,676 -9%
LWAM
148
Legacy Wealth Asset Management
Minnesota
$597K +$17.1K +2,045 +3%
WS
149
Wedbush Securities
California
$581K +$572K +68,480 New
PAG
150
Private Advisor Group
New Jersey
$579K +$33.6K +4,021 +6%