585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
LP
176
LMR Partners
United Kingdom
$288K +$288K +35,000 New
UCFA
177
United Capital Financial Advisors
Texas
$286K +$286K +34,719 New
Simplex Trading
178
Simplex Trading
Illinois
$283K -$377K -45,915 -57%
FT
179
Fiduciary Trust
Massachusetts
$281K +$21.9K +2,655 +8%
VT
180
Vise Technologies
New York
$281K +$58.9K +7,151 +27%
CG
181
Caprock Group
Idaho
$279K +$45.6K +5,535 +19%
SCA
182
Snowden Capital Advisors
New York
$275K +$106K +12,880 +63%
BTWM
183
Baker Tilly Wealth Management
Wisconsin
$271K +$15.7K +1,905 +6%
GS
184
GTS Securities
New York
$260K -$268K -32,600 -51%
HCMT
185
Highland Capital Management (Tennessee)
Tennessee
$259K -$2.06K -250 -0.8%
PWG
186
Portside Wealth Group
Utah
$258K +$31.6K +3,843 +14%
LSAG
187
Lake Street Advisors Group
New Hampshire
$257K -$32.1K -3,901 -11%
VA
188
Vident Advisory
Georgia
$253K +$79.7K +9,689 +46%
ECM
189
Evergreen Capital Management
Washington
$253K +$2.77K +336 +1%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$248K +$10.8K +1,308 +5%
RJT
191
Raymond James Trust
Florida
$246K -$148K -17,923 -37%
OC
192
Oppenheimer & Co
New York
$246K +$1.48K +180 +0.6%
SWM
193
Seed Wealth Management
Illinois
$240K
MWA
194
MN Wealth Advisors
Kansas
$240K +$240K +29,118 New
LI
195
Lafayette Investments
Maryland
$240K -$823 -100 -0.3%
OIA
196
OneDigital Investment Advisors
Kansas
$239K +$239K +29,079 New
TI
197
Trexquant Investment
Connecticut
$239K +$239K +29,037 New
CIA
198
Choate Investment Advisors
Massachusetts
$237K -$230 -28 -0.1%
OPA
199
Old Port Advisors
Maine
$235K -$35.8K -4,352 -13%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$234K -$8.63K -1,050 -4%