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585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
201
Evergreen Capital Management
Washington
$227K +$58.4K +8,581 +43%
CIA
202
Choate Investment Advisors
Massachusetts
$226K +$193K +28,290 New
SFA
203
Sequoia Financial Advisors
Ohio
$224K +$191K +28,053 New
MWM
204
Moran Wealth Management
Florida
$223K +$190K +27,935 New
GQG Partners
205
GQG Partners
Florida
$222K +$189K +27,732 New
HPM
206
Hudson Portfolio Management
New York
$222K -$680 -100 -0.4%
WT
207
Whittier Trust
California
$219K -$113K -16,674 -38%
BF
208
BOK Financial
Oklahoma
$215K -$7.95K -1,168 -4%
Prudential Financial
209
Prudential Financial
New Jersey
$209K +$36.5K +5,357 +26%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$208K +$2.93K +430 +2%
SPC
211
Sigma Planning Corp
Michigan
$204K -$48.7K -7,163 -22%
Kayne Anderson Rudnick Investment Management
212
Kayne Anderson Rudnick Investment Management
California
$201K +$7.49K +1,101 +5%
Pacer Advisors
213
Pacer Advisors
Pennsylvania
$200K -$2.47M -362,465 -94%
PAG
214
Private Advisor Group
New Jersey
$197K -$57.2K -8,405 -13%
DWM
215
Defined Wealth Management
Oregon
$197K +$167K +24,565 New
CA
216
Cetera Advisors
Colorado
$194K -$386K -56,790 -70%
LA
217
LVW Advisors
New York
$192K +$45.3K +6,663 +38%
PPC
218
Park Place Capital
Alabama
$192K +$164K +24,033 New
KFGK
219
Keystone Financial Group (Kentucky)
Kentucky
$188K +$8.7K +1,278 +6%
VFA
220
Valeo Financial Advisors
Indiana
$188K +$10.6K +1,552 +7%
MC
221
Moors & Cabot
Massachusetts
$186K -$9.45K -1,389 -6%
MCM
222
Mork Capital Management
California
$185K
BP
223
Ballentine Partners
Massachusetts
$185K +$39K +5,736 +33%
FCCM
224
First City Capital Management
Georgia
$184K -$9.53K -1,400 -6%
FT
225
Fiduciary Trust
Massachusetts
$184K +$52.8K +7,758 +51%