573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
FT
176
Fiduciary Trust
Massachusetts
$267K +$41K +4,894 +18%
VT
177
Vise Technologies
New York
$265K +$45.2K +5,392 +21%
WWP
178
WR Wealth Planners
Missouri
$264K +$12.3K +1,469 +5%
QCG
179
Quadrant Capital Group
Ohio
$262K +$95.7K +11,421 +57%
ECM
180
Evergreen Capital Management
Washington
$255K +$5.13K +612 +2%
AWS
181
Atria Wealth Solutions
New York
$253K -$143K -17,075 -36%
QPWM
182
Quadrant Private Wealth Management
Pennsylvania
$252K -$4.29K -512 -2%
TPCW
183
TD Private Client Wealth
New York
$252K +$102K +12,147 +68%
OWA
184
One Wealth Advisors
California
$251K +$251K +29,955 New
SIA
185
Schechter Investment Advisors
Michigan
$251K -$456K -54,397 -65%
VFA
186
Valeo Financial Advisors
Indiana
$249K +$6.7K +799 +3%
SWM
187
Seed Wealth Management
Illinois
$244K
LI
188
Lafayette Investments
Maryland
$244K
BRWA
189
B. Riley Wealth Advisors
Florida
$241K -$5.34K -637 -2%
PPC
190
Park Place Capital
Alabama
$234K +$2.76K +329 +1%
EH
191
Equitable Holdings
New York
$234K -$15.8K -1,891 -6%
Pacer Advisors
192
Pacer Advisors
Pennsylvania
$234K +$17K +2,034 +8%
GQG Partners
193
GQG Partners
Florida
$232K
WT
194
Whittier Trust
California
$230K
LSAG
195
Lake Street Advisors Group
New Hampshire
$228K +$46.4K +5,533 +26%
HCMT
196
Highland Capital Management (Tennessee)
Tennessee
$223K +$223K +26,565 New
GLR
197
Great Lakes Retirement
Ohio
$220K -$2.05K -244 -0.9%
BL
198
Balentine LLC
Georgia
$217K -$24.2K -2,885 -10%
PWG
199
Portside Wealth Group
Utah
$217K +$217K +25,881 New
MWM
200
Moran Wealth Management
Florida
$216K -$7.15K -853 -3%