593 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
593
Holders Change
+8
Holders Change %
+1.37%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
70
Increased
197
Reduced
182
Closed
51
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
176
Axxcess Wealth Management
California
$381K +$221K +25,988 +138%
S
177
SimplyRich
California
$376K +$6.54K +769 +2%
CG
178
Caprock Group
Idaho
$376K +$84.6K +9,869 +29%
CCM
179
Coldstream Capital Management
Washington
$373K +$59.6K +7,015 +19%
FA
180
FDx Advisors
Illinois
$372K -$30.7K -3,620 -8%
PWG
181
Portside Wealth Group
Utah
$372K +$106K +12,515 +40%
OSAM
182
O'Shaughnessy Asset Management
Connecticut
$372K +$180K +21,202 +94%
QCG
183
Quadrant Capital Group
Ohio
$371K +$181K +21,276 +95%
GFS
184
GYL Financial Synergies
Connecticut
$366K -$4.19K -493 -1%
Brown Advisory
185
Brown Advisory
Maryland
$364K +$11.9K +1,396 +3%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$360K +$127K +14,977 +55%
FT
187
Fiduciary Trust
Massachusetts
$357K +$67.2K +7,912 +23%
AAM
188
Auxier Asset Management
Oregon
$355K -$12.2K -1,440 -3%
WWP
189
WR Wealth Planners
Missouri
$348K +$25.1K +2,959 +8%
RhumbLine Advisers
190
RhumbLine Advisers
Massachusetts
$346K +$90.1K +10,613 +35%
GWM
191
Greenwich Wealth Management
Connecticut
$338K -$4.25K -500 -1%
SCA
192
Snowden Capital Advisors
New York
$331K +$43.2K +5,029 +15%
HNB
193
Huntington National Bank
Ohio
$327K -$1.83K -216 -0.6%
ECM
194
Evergreen Capital Management
Washington
$324K +$63.5K +7,482 +24%
IWC
195
Integrated Wealth Concepts
Massachusetts
$321K +$8 +1 +0%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$319K +$77.5K +9,133 +32%
IWA
197
Icon Wealth Advisors
Texas
$306K +$109K +12,841 +55%
IMC Chicago
198
IMC Chicago
Illinois
$300K +$300K +35,336 New
TPCW
199
TD Private Client Wealth
New York
$295K -$4.5K -530 -2%
VT
200
Vise Technologies
New York
$294K +$4.67K +550 +2%