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Haleon
HLN

568 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, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
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
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
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 -$97.7K -11,738 -27%
ECM
186
Evergreen Capital Management
Washington
$254K – – –
OC
187
Oppenheimer & Co
New York
$247K -$92K -11,053 -27%
PGFC
188
Peapack-Gladstone Financial Corp
New Jersey
$246K -$703K -84,401 -74%
BRWA
189
B. Riley Wealth Advisors
Florida
$246K +$5.07K +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 +$76.1K +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 +$13K +1,564 +6%
6 7
8
9 10

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.