570 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-23
Holders Change %
-3.88%
% of All Funds
8.29%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
55
Increased
215
Reduced
177
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K
Name Holding Trade Value Shares
Change
Shares
Change %
TWP
151
Tempus Wealth Planning
California
$474K +$21.3K +2,576 +5%
WA
152
WealthTrust Axiom
Pennsylvania
$471K -$4.09K -495 -0.9%
CPBTD
153
Central Pacific Bank - Trust Division
Hawaii
$469K
AGC
154
Aspen Grove Capital
Colorado
$450K +$33.7K +4,080 +8%
PA
155
Profund Advisors
Maryland
$445K +$12.9K +1,563 +3%
CG
156
Caprock Group
Idaho
$441K +$79.1K +9,582 +22%
MOS
157
MGO One Seven
Ohio
$430K -$69.1K -8,366 -14%
LNWWM
158
Laird Norton Wetherby Wealth Management
California
$428K -$4.67K -565 -1%
RJT
159
Raymond James Trust
Florida
$425K +$30.6K +3,704 +8%
VT
160
Vise Technologies
New York
$423K +$137K +16,557 +48%
NW
161
NewEdge Wealth
Pennsylvania
$422K -$8.53K -1,033 -2%
WA
162
Wealth Alliance
New York
$419K -$2.12K -257 -0.5%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$418K +$357K +43,213 +582%
PAG
164
Private Advisor Group
New Jersey
$410K -$153K -18,543 -27%
BFEC
165
Benjamin F. Edwards & Company
Missouri
$408K +$58K +7,026 +17%
BTWM
166
Baker Tilly Wealth Management
Wisconsin
$407K -$104K -12,550 -20%
RhumbLine Advisers
167
RhumbLine Advisers
Massachusetts
$404K +$67.4K +8,160 +20%
AWS
168
Atria Wealth Solutions
New York
$399K -$77.8K -9,420 -16%
WI
169
Wintrust Investments
Illinois
$398K +$91 +11 +0%
KAS
170
Kestra Advisory Services
Texas
$388K +$25.7K +3,364 +7%
CCMINC
171
Cardinal Capital Management Inc (North Carolina)
North Carolina
$382K +$9.42K +1,140 +3%
VAS
172
Vestmark Advisory Solutions
Massachusetts
$379K -$13.1K -1,581 -3%
PS
173
Principal Securities
Iowa
$377K +$101K +12,235 +37%
S
174
SimplyRich
California
$375K +$10.7K +1,301 +3%
PWG
175
Portside Wealth Group
Utah
$372K +$9.76K +1,182 +3%