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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
176
Acadian Asset Management
Massachusetts
$297K -$12.6M -1,856,693 -98%
ATC
177
Argent Trust Co
Tennessee
$297K -$15.7K -2,314 -6%
CCC
178
Chelsea Counsel Company
California
$294K
AAS
179
Avantax Advisory Services
Texas
$285K -$131K -19,318 -35%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K -$201K -29,597 -45%
Brown Advisory
181
Brown Advisory
Maryland
$282K -$45.5K -6,688 -16%
IWC
182
Integrated Wealth Concepts
Massachusetts
$274K +$80.2K +11,780 +52%
MOS
183
MGO One Seven
Ohio
$266K +$29.2K +4,297 +15%
IA
184
Integrity Advisory
Kansas
$265K +$5.15K +757 +2%
BRWA
185
B. Riley Wealth Advisors
Florida
$263K -$8.21K -1,206 -4%
Baird Financial Group
186
Baird Financial Group
Wisconsin
$255K -$157K -23,081 -42%
WA
187
Wealth Alliance
New York
$251K +$213K +31,333 New
AWA
188
Aaron Wealth Advisors
Illinois
$250K +$76.9K +11,306 +57%
DI
189
DFPG Investments
Utah
$248K +$219K +32,154 New
CG
190
Colony Group
Massachusetts
$246K +$209K +30,725 New
TRCT
191
Tower Research Capital (TRC)
New York
$242K +$76.5K +11,248 +59%
PAG
192
Private Advisory Group
Washington
$241K -$3.59K -527 -2%
EH
193
Equitable Holdings
New York
$240K -$13.5K -1,988 -6%
AGC
194
Aspen Grove Capital
Colorado
$236K +$201K +29,538 New
William Blair & Company
195
William Blair & Company
Illinois
$236K +$6.38K +938 +3%
SWM
196
Seed Wealth Management
Illinois
$233K +$198K +29,130 New
LI
197
Lafayette Investments
Maryland
$233K
VT
198
Vise Technologies
New York
$232K +$22.6K +3,315 +13%
LFAS
199
Level Four Advisory Services
Texas
$230K +$78.8K +11,586 +68%
QPWM
200
Quadrant Private Wealth Management
Pennsylvania
$229K +$195K +28,600 New