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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
176
Axxcess Wealth Management
California
$381K +$217K +25,988 +138%
S
177
SimplyRich
California
$376K +$6.43K +769 +2%
CG
178
Caprock Group
Idaho
$376K +$82.5K +9,869 +29%
CCM
179
Coldstream Capital Management
Washington
$373K +$58.6K +7,015 +19%
FA
180
FDx Advisors
Illinois
$372K -$30.3K -3,620 -8%
PWG
181
Portside Wealth Group
Utah
$372K +$105K +12,515 +40%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$372K +$177K +21,202 +94%
QCG
183
Quadrant Capital Group
Ohio
$371K +$178K +21,276 +95%
GFS
184
GYL Financial Synergies
Connecticut
$366K -$4.12K -493 -1%
Brown Advisory
185
Brown Advisory
Maryland
$364K +$11.7K +1,396 +3%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$360K +$125K +14,977 +55%
FT
187
Fiduciary Trust
Massachusetts
$357K +$66.1K +7,912 +23%
AAM
188
Auxier Asset Management
Oregon
$355K -$12K -1,440 -3%
WWP
189
WR Wealth Planners
Missouri
$348K +$24.7K +2,959 +8%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$346K +$88.7K +10,613 +35%
GWM
191
Greenwich Wealth Management
Connecticut
$338K -$4.18K -500 -1%
SCA
192
Snowden Capital Advisors
New York
$331K +$42K +5,029 +15%
HNB
193
Huntington National Bank
Ohio
$327K -$1.8K -216 -0.6%
ECM
194
Evergreen Capital Management
Washington
$324K +$62.5K +7,482 +24%
IWC
195
Integrated Wealth Concepts
Massachusetts
$321K +$8 +1 +0%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$319K +$76.3K +9,133 +32%
IWA
197
Icon Wealth Advisors
Texas
$306K +$107K +12,841 +55%
IMC Chicago
198
IMC Chicago
Illinois
$300K +$295K +35,336 New
TPCW
199
TD Private Client Wealth
New York
$295K -$4.43K -530 -2%
VT
200
Vise Technologies
New York
$294K +$4.6K +550 +2%

HLN Hedge Fund Activity: Q1 2024 in Review

599 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2024, worth a combined $4.31B — up 31% from $3.3B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HLN positions and 52 closed out — a net gain of 20 holders — while 199 added to existing stakes and 183 trimmed.

The largest buyer was Dodge & Cox, adding an estimated $554M. The largest seller was Harding Loevner, cutting an estimated $163M.

  • 599 institutional investors held Haleon (HLN) as of Q1 2024, up from 590 in Q4 2023.
  • Funds reported $4.31B of Haleon stock for Q1 2024, up 31% quarter-over-quarter.
  • 72 funds opened new Haleon positions in Q1 2024 and 52 closed out, a net change of +20 holders.
  • The largest Haleon buyer in Q1 2024 was Dodge & Cox, an estimated $554M added.
  • The largest Haleon seller in Q1 2024 was Harding Loevner, an estimated $163M sold.

Based on aggregated 13F filings for Q1 2024.