573 hedge funds and large institutions have $3.17B invested in Haleon in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 194 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+1
Holders Change %
+0.17%
% of All Funds
9.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
71
Increased
163
Reduced
194
Closed
64
Calls
$3.74M
Puts
$2.69M
Net Calls
+$1.05M
Net Calls Change
+$319K
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
201
Choate Investment Advisors
Massachusetts
$212K -$24.9K -2,966 -10%
Kayne Anderson Rudnick Investment Management
202
Kayne Anderson Rudnick Investment Management
California
$212K +$6.96K +830 +3%
Point72 Asset Management
203
Point72 Asset Management
Connecticut
$210K -$3.14M -374,400 -94%
IWP
204
Icon Wealth Partners
Texas
$209K -$28.8K -3,435 -12%
DWM
205
Defined Wealth Management
Oregon
$206K +$67 +8 +0%
ATC
206
Argent Trust Co
Tennessee
$204K -$25.5K -3,046 -11%
SGA
207
Sustainable Growth Advisers
Connecticut
$197K
TWC
208
TD Waterhouse Canada
Ontario, Canada
$194K +$12.7K +1,530 +7%
Baird Financial Group
209
Baird Financial Group
Wisconsin
$191K -$3.58K -427 -2%
CW
210
Cook Wealth
North Carolina
$191K
KFGK
211
Keystone Financial Group (Kentucky)
Kentucky
$189K +$189K +22,589 New
Voloridge Investment Management
212
Voloridge Investment Management
Florida
$189K +$189K +22,546 New
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$186K +$76.3K +9,285 +70%
MC
214
Moors & Cabot
Massachusetts
$184K +$1.68K +200 +0.9%
GRP
215
Global Retirement Partners
California
$180K -$34 -4 -0%
BP
216
Ballentine Partners
Massachusetts
$180K -$16.5K -1,974 -8%
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$178K +$178K +21,275 New
LFAS
218
Level Four Advisory Services
Texas
$177K -$7.48K -892 -4%
FI
219
Fractal Investments
Connecticut
$177K -$173K -20,694 -50%
William Blair & Company
220
William Blair & Company
Illinois
$176K -$6.05K -722 -3%
SWS
221
SYSTM Wealth Solutions
Illinois
$173K +$173K +20,612 New
AC
222
AlphaCore Capital
California
$171K +$171K +20,417 New
RCA
223
Resonant Capital Advisors
Wisconsin
$169K +$169K +20,203 New
KWM
224
Kingsview Wealth Management
Oregon
$169K +$26.9K +3,209 +19%
EWA
225
EP Wealth Advisors
California
$168K +$115K +10,855 +217%