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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
SC
151
Syon Capital
California
$569K -$572K -68,425 -51%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$562K +$165K +19,763 +43%
OWA
153
One Wealth Advisors
California
$561K +$247K +29,525 +83%
FFS
154
Founders Financial Securities
Maryland
$552K +$543K +64,959 New
BTWM
155
Baker Tilly Wealth Management
Wisconsin
$525K +$241K +28,879 +88%
GT
156
Glenmede Trust
Pennsylvania
$516K +$38.9K +4,649 +8%
MOS
157
MGO One Seven
Ohio
$513K -$1.73K -207 -0.3%
AWS
158
Atria Wealth Solutions
New York
$493K +$281K +33,636 +140%
WA
159
WealthTrust Axiom
Pennsylvania
$488K +$19.3K +2,304 +4%
PMSA
160
Patrick M. Sweeney & Associates
Illinois
$480K -$628K -75,092 -57%
CPBTD
161
Central Pacific Bank - Trust Division
Hawaii
$474K +$475K +56,776 New
TWP
162
Tempus Wealth Planning
California
$465K +$17.9K +2,136 +4%
LNWWM
163
Laird Norton Wetherby Wealth Management
California
$445K +$19.3K +2,312 +5%
PA
164
Profund Advisors
Maryland
$444K -$61.3K -7,330 -12%
SIA
165
Schechter Investment Advisors
Michigan
$442K +$49.1K +5,873 +13%
NW
166
NewEdge Wealth
Pennsylvania
$433K -$7.66K -917 -2%
AGC
167
Aspen Grove Capital
Colorado
$433K +$23.1K +2,760 +6%
WA
168
Wealth Alliance
New York
$432K +$101K +12,114 +31%
IAS
169
Insigneo Advisory Services
Florida
$415K +$23.5K +2,808 +6%
WI
170
Wintrust Investments
Illinois
$409K -$74.5K -8,916 -16%
RJT
171
Raymond James Trust
Florida
$405K +$149K +17,839 +60%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$403K -$21.7K -2,594 -5%
GAM
173
Groupama Asset Management
France
$402K +$799K +95,541 New
KAS
174
Kestra Advisory Services
Texas
$402K +$26.5K +3,170 +7%
CCMINC
175
Cardinal Capital Management Inc (North Carolina)
North Carolina
$383K +$40.7K +4,866 +12%