564 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 173 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
564
Holders Change
-9
Holders Change %
-1.57%
% of All Funds
8.99%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
173
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
176
Avantax Advisory Services
Texas
$288K -$24.4K -2,928 -8%
WA
177
Wealth Alliance
New York
$283K +$16.7K +2,001 +6%
KAS
178
Kestra Advisory Services
Texas
$281K -$40.1K -4,818 -13%
WWP
179
WR Wealth Planners
Missouri
$276K +$13.6K +1,637 +5%
OPA
180
Old Port Advisors
Maine
$274K +$274K +32,880 New
SIA
181
Schechter Investment Advisors
Michigan
$265K +$16.1K +1,930 +6%
HCMT
182
Highland Capital Management (Tennessee)
Tennessee
$265K +$43.3K +5,200 +20%
FT
183
Fiduciary Trust
Massachusetts
$262K -$3.09K -371 -1%
AAM
184
Advisors Asset Management
Colorado
$261K -$80.6K -9,680 -24%
BTWM
185
Baker Tilly Wealth Management
Wisconsin
$259K -$97.8K -11,738 -27%
ECM
186
Evergreen Capital Management
Washington
$254K
OC
187
Oppenheimer & Co
New York
$247K -$92.1K -11,053 -27%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$246K -$703K -84,401 -74%
BRWA
189
B. Riley Wealth Advisors
Florida
$246K +$5.1K +609 +2%
LI
190
Lafayette Investments
Maryland
$243K +$833 +100 +0.3%
Pacer Advisors
191
Pacer Advisors
Pennsylvania
$243K +$10.6K +1,278 +5%
SWM
192
Seed Wealth Management
Illinois
$243K
RhumbLine Advisers
193
RhumbLine Advisers
Massachusetts
$241K +$63.4K +7,610 +36%
CIA
194
Choate Investment Advisors
Massachusetts
$240K +$29.2K +3,501 +14%
CG
195
Caprock Group
Idaho
$238K +$76.6K +9,144 +47%
EH
196
Equitable Holdings
New York
$235K +$2.62K +314 +1%
VFA
197
Valeo Financial Advisors
Indiana
$235K -$12.5K -1,500 -5%
PPC
198
Park Place Capital
Alabama
$233K +$283 +34 +0.1%
GQG Partners
199
GQG Partners
Florida
$231K
PWG
200
Portside Wealth Group
Utah
$229K +$13.1K +1,564 +6%