573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
HF
151
HRT Financial
New York
$370K -$56.6K -6,770 -13%
NHC
152
Nicholas Hoffman & Company
Georgia
$370K -$5.03K -600 -1%
GFS
153
GYL Financial Synergies
Connecticut
$370K +$152K +18,179 +70%
ISL
154
Ingalls & Snyder LLC
New York
$368K +$18.2K +2,175 +5%
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$359K -$2.02K -241 -0.6%
TNB
156
Thomasville National Bank
Georgia
$354K -$14.8K -1,771 -4%
AWM
157
AE Wealth Management
Kansas
$351K -$258K -30,775 -42%
HTC
158
Haverford Trust Company
Pennsylvania
$349K -$214K -25,516 -38%
AAM
159
Advisors Asset Management
Colorado
$344K -$266K -31,711 -44%
OC
160
Oppenheimer & Co
New York
$341K -$29K -3,455 -8%
GWM
161
Greenwich Wealth Management
Connecticut
$338K
MOS
162
MGO One Seven
Ohio
$333K +$13.4K +1,594 +4%
CCMINC
163
Cardinal Capital Management Inc (North Carolina)
North Carolina
$331K +$1.28K +153 +0.4%
DI
164
DFPG Investments
Utah
$329K +$23.1K +2,668 +8%
IWC
165
Integrated Wealth Concepts
Massachusetts
$327K -$49.9K -5,951 -13%
KAS
166
Kestra Advisory Services
Texas
$323K +$25.3K +3,015 +8%
AAS
167
Avantax Advisory Services
Texas
$315K +$27.9K +3,333 +10%
CCC
168
Chelsea Counsel Company
California
$308K
AGC
169
Aspen Grove Capital
Colorado
$307K +$55.4K +6,608 +22%
SFS
170
Sowell Financial Services
Arkansas
$297K +$297K +35,427 New
National Bank of Canada
171
National Bank of Canada
Quebec, Canada
$290K -$17.2K -2,054 -6%
Charles Schwab
172
Charles Schwab
California
$287K +$116K +13,898 +68%
SFA
173
Sequoia Financial Advisors
Ohio
$279K +$17.9K +2,139 +7%
Brown Advisory
174
Brown Advisory
Maryland
$277K -$16.9K -2,014 -6%
WA
175
Wealth Alliance
New York
$268K +$1.6K +191 +0.6%