602 hedge funds and large institutions have $7.01B invested in Haleon in 2024 Q4 according to their latest regulatory filings, with 98 funds opening new positions, 202 increasing their positions, 173 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
602
Holders Change
+22
Holders Change %
+3.79%
% of All Funds
8.02%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
98
Increased
202
Reduced
173
Closed
67
Calls
$3.53M
Puts
$770K
Net Calls
+$2.76M
Net Calls Change
+$1.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
151
Arkadios Wealth Advisors
Georgia
$723K -$248 -26 -0%
WCM
152
Wallace Capital Management
Texas
$722K -$41.1K -4,304 -5%
Focus Partners Wealth
153
Focus Partners Wealth
Massachusetts
$686K +$407K +42,651 +146%
AIA
154
AIMZ Investment Advisors
California
$673K -$21K -2,200 -3%
FIM
155
Freedom Investment Management
Connecticut
$671K -$25.9K -2,717 -4%
PMSA
156
Patrick M. Sweeney & Associates
Illinois
$668K -$253K -26,500 -27%
LWAM
157
Legacy Wealth Asset Management
Minnesota
$651K -$38.4K -4,022 -6%
BTWM
158
Baker Tilly Wealth Management
Wisconsin
$643K +$77.1K +8,079 +14%
GC
159
Guggenheim Capital
Illinois
$643K +$643K +67,358 New
SC
160
Syon Capital
California
$640K -$44.2K -4,630 -6%
VA
161
Vident Advisory
Georgia
$640K +$319K +33,415 +99%
D.E. Shaw & Co
162
D.E. Shaw & Co
New York
$634K -$3.23M -339,059 -84%
QT
163
Quantbot Technologies
New York
$634K +$634K +66,443 New
AWM
164
Axxcess Wealth Management
California
$633K +$23.7K +2,479 +4%
NW
165
NewEdge Wealth
Pennsylvania
$620K -$24.9K -2,605 -4%
HWM
166
HB Wealth Management
Georgia
$614K +$131K +13,743 +27%
S
167
SimplyRich
California
$596K -$5.6K -588 -0.9%
VAS
168
Vestmark Advisory Solutions
Massachusetts
$595K +$207K +21,673 +53%
SIA
169
Schechter Investment Advisors
Michigan
$593K -$1.08K -113 -0.2%
P
170
&Partners
Tennessee
$588K +$90.5K +9,617 +18%
NA
171
NewEdge Advisors
Louisiana
$581K +$259K +27,163 +80%
RWM
172
Ritholtz Wealth Management
New York
$565K +$317K +33,249 +128%
VT
173
Vise Technologies
New York
$564K +$99.9K +10,468 +22%
CGL
174
Clarius Group LLC
Washington
$558K +$558K +58,527 New
Cambridge Investment Research Advisors
175
Cambridge Investment Research Advisors
Iowa
$548K -$51.3K -5,375 -9%