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547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0%3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
Reduced
Closed
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PFO
201
Pathstone Family Office
New Jersey
$173K +$185K +28,552 New
BF
202
BOK Financial
Oklahoma
$171K +$182K +28,063 New
HPM
203
Hudson Portfolio Management
New York
$169K +$180K +27,791 New
HA
204
Herold Advisors
New York
$169K +$180K +27,822 New
MHC
205
Meyer Handelman Company
New York
$167K +$178K +27,477 New
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$166K +$177K +27,284 New
HCMT
207
Highland Capital Management (Tennessee)
Tennessee
$156K +$165K +25,567 New
VT
208
Vise Technologies
New York
$156K +$166K +25,636 New
BSW
209
Buckingham Strategic Wealth
Missouri
$154K +$164K +25,313 New
Squarepoint
210
Squarepoint
New York
$152K +$161K +24,923 New
KIC
211
Keating Investment Counselors
Florida
$151K +$160K +24,715 New
MC
212
Moors & Cabot
Massachusetts
$150K +$159K +24,618 New
FCCM
213
First City Capital Management
Georgia
$149K +$158K +24,444 New
ECM
214
ExodusPoint Capital Management
New York
$149K +$159K +24,494 New
TWC
215
TD Waterhouse Canada
Ontario, Canada
$148K +$155K +23,982 New
KA
216
Kovack Advisors
Florida
$148K +$158K +24,346 New
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$148K +$158K +24,380 New
Kayne Anderson Rudnick Investment Management
218
Kayne Anderson Rudnick Investment Management
California
$146K +$155K +24,020 New
SPIA
219
Steward Partners Investment Advisory
New York
$145K +$154K +23,810 New
FWM
220
Foresight Wealth Management
Utah
$144K +$153K +23,629 New
MIM
221
Martin Investment Management
Florida
$144K +$153K +23,675 New
MCM
222
Mork Capital Management
California
$141K +$150K +23,130 New
IF
223
Intrua Financial
Texas
$137K +$145K +22,468 New
IWC
224
Integrated Wealth Concepts
Massachusetts
$137K +$146K +22,489 New
TNA
225
True North Advisors
Texas
$137K +$146K +22,567 New

HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.