564 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
151
Raymond James Trust
Florida
$398K -$54.2K -6,507 -12%
AGC
152
Aspen Grove Capital
Colorado
$373K +$66.4K +7,928 +22%
AAM
153
Auxier Asset Management
Oregon
$373K -$1.67K -200 -0.4%
IAS
154
Insigneo Advisory Services
Florida
$368K +$368K +43,974 New
ISL
155
Ingalls & Snyder LLC
New York
$366K +$208 +25 +0.1%
NHC
156
Nicholas Hoffman & Company
Georgia
$366K -$1.9K -228 -0.5%
GFS
157
GYL Financial Synergies
Connecticut
$363K -$4.24K -509 -1%
Wealth Enhancement Advisory Services
158
Wealth Enhancement Advisory Services
Minnesota
$357K +$357K +42,856 New
Squarepoint
159
Squarepoint
New York
$357K +$357K +42,824 New
AWM
160
AE Wealth Management
Kansas
$349K +$283 +34 +0.1%
TNB
161
Thomasville National Bank
Georgia
$345K -$6.34K -761 -2%
CWM
162
Cornerstone Wealth Management
Missouri
$339K +$195K +23,404 +135%
QCG
163
Quadrant Capital Group
Ohio
$338K +$77.3K +9,279 +30%
IWC
164
Integrated Wealth Concepts
Massachusetts
$338K +$12.5K +1,506 +4%
CCMINC
165
Cardinal Capital Management Inc (North Carolina)
North Carolina
$336K +$5.77K +689 +2%
GWM
166
Greenwich Wealth Management
Connecticut
$336K
HTC
167
Haverford Trust Company
Pennsylvania
$332K -$14.9K -1,784 -4%
LIP
168
Liontrust Investment Partners
United Kingdom
$331K -$3.65M -437,675 -92%
DADC
169
D.A. Davidson & Co
Montana
$330K -$40.2K -4,821 -11%
Capstone Investment Advisors
170
Capstone Investment Advisors
New York
$316K +$170K +20,448 +117%
TPCW
171
TD Private Client Wealth
New York
$308K +$57.6K +6,915 +23%
Cerity Partners
172
Cerity Partners
New York
$307K -$617K -74,082 -67%
CCC
173
Chelsea Counsel Company
California
$307K
Brown Advisory
174
Brown Advisory
Maryland
$303K +$26.9K +3,233 +10%
LSAG
175
Lake Street Advisors Group
New Hampshire
$293K +$66.6K +7,986 +29%