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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
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
Change in
Stake
BIP
151
Brandes Investment Partners
California
$475K -$6.81M -1,001,232 -94%
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$474K +$66K +9,703 +20%
BTWM
153
Baker Tilly Wealth Management
Wisconsin
$456K +$69.7K +10,238 +22%
AWA
154
Arkadios Wealth Advisors
Georgia
$439K +$4.06K +596 +1%
OPA
155
Old Port Advisors
Maine
$434K +$370K +54,309 New
WA
156
WealthTrust Axiom
Pennsylvania
$415K -$3.4K -500 -1%
QCM
157
Quantinno Capital Management
New York
$409K +$348K +51,185 New
M&T Bank
158
M&T Bank
New York
$398K -$268K -39,369 -44%
RAM
159
Roanoke Asset Management
New Jersey
$391K -$5.27K -775 -2%
EWA
160
Exencial Wealth Advisors
Oklahoma
$385K -$24.4K -3,589 -7%
PAS
161
Park Avenue Securities
New York
$377K +$87.4K +12,839 +37%
TNB
162
Thomasville National Bank
Georgia
$371K +$315K +46,307 New
ISL
163
Ingalls & Snyder LLC
New York
$362K -$63.1K -9,280 -17%
NHC
164
Nicholas Hoffman & Company
Georgia
$359K -$30.6K -4,495 -9%
API
165
Advisor Partners II
California
$359K +$10.9K +1,604 +4%
AAM
166
Auxier Asset Management
Oregon
$355K -$2.28K -335 -0.7%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$355K -$135K -19,844 -31%
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$344K +$173K +25,365 +144%
SFS
169
Sowell Financial Services
Arkansas
$338K +$287K +42,195 New
FI
170
Fractal Investments
Connecticut
$334K +$80.3K +11,800 +39%
AAS
171
Ameritas Advisory Services
Nebraska
$325K +$276K +40,592 New
GWM
172
Greenwich Wealth Management
Connecticut
$322K
BL
173
Balentine LLC
Georgia
$322K +$131K +19,249 +92%
CCMINC
174
Cardinal Capital Management Inc (North Carolina)
North Carolina
$315K -$456 -67 -0.2%
AWS
175
Atria Wealth Solutions
New York
$299K +$170K +24,979 +202%