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 %
FA
151
FDx Advisors
Illinois
$391K -$81.4K -9,884 -17%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$383K +$29.9K +3,628 +8%
M&T Bank
153
M&T Bank
New York
$382K -$93.2K -11,311 -20%
SIA
154
Schechter Investment Advisors
Michigan
$380K +$118K +14,331 +45%
IAS
155
Insigneo Advisory Services
Florida
$375K +$13.1K +1,586 +4%
KAS
156
Kestra Advisory Services
Texas
$363K +$85.9K +10,440 +31%
Millennium Management
157
Millennium Management
New York
$360K +$360K +43,794 New
GFS
158
GYL Financial Synergies
Connecticut
$359K -$25 -3 -0%
S
159
SimplyRich
California
$358K +$358K +43,449 New
AAM
160
Auxier Asset Management
Oregon
$356K -$11.9K -1,451 -3%
Brown Advisory
161
Brown Advisory
Maryland
$341K +$42K +5,104 +14%
GWM
162
Greenwich Wealth Management
Connecticut
$332K
CCMINC
163
Cardinal Capital Management Inc (North Carolina)
North Carolina
$331K +$774 +94 +0.2%
HTC
164
Haverford Trust Company
Pennsylvania
$328K
WA
165
Wealth Alliance
New York
$320K +$40.2K +4,883 +14%
HNB
166
Huntington National Bank
Ohio
$319K +$291K +35,309 +1,035%
TNB
167
Thomasville National Bank
Georgia
$317K -$23.8K -2,893 -7%
WWP
168
WR Wealth Planners
Missouri
$313K +$40.6K +4,931 +15%
IWC
169
Integrated Wealth Concepts
Massachusetts
$311K -$22.4K -2,716 -7%
CCM
170
Coldstream Capital Management
Washington
$304K +$200K +24,270 +192%
MIM
171
Martin Investment Management
Florida
$303K +$303K +36,830 New
ISL
172
Ingalls & Snyder LLC
New York
$302K -$60K -7,275 -17%
OWA
173
One Wealth Advisors
California
$295K +$295K +35,787 New
TPCW
174
TD Private Client Wealth
New York
$291K -$13.8K -1,680 -5%
DADC
175
D.A. Davidson & Co
Montana
$288K -$37.2K -4,525 -11%