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Haleon
HLN

568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1% → 4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577 → 568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.7M
2
HL
Harding Loevner
New Jersey
+$76.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$42.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$27.1M
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$13.9M

Top Sellers

1
PCM
Palestra Capital Management
New York
-$62.2M
2
State Street
State Street
Massachusetts
-$51.8M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$14.5M
4
MGCM
Mane Global Capital Management
New York
-$14.3M
5
SC
Sculptor Capital
New York
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SGA
201
Sustainable Growth Advisers
Connecticut
$228K +$32.4K +3,896 +17%
WT
202
Whittier Trust
California
$228K -$833 -100 -0.4%
QPWM
203
Quadrant Private Wealth Management
Pennsylvania
$225K -$27.3K -3,275 -11%
VT
204
Vise Technologies
New York
$225K -$38.6K -4,632 -15%
TWC
205
TD Waterhouse Canada
Ontario, Canada
$224K +$16.1K +1,938 +8%
Two Sigma Advisers
206
Two Sigma Advisers
New York
$223K +$223K +26,800 New
BL
207
Balentine LLC
Georgia
$214K -$2.1K -252 -1%
DWM
208
Defined Wealth Management
Oregon
$205K +$400 +48 +0.2%
IWP
209
Icon Wealth Partners
Texas
$201K -$7.02K -843 -3%
CW
210
Cook Wealth
North Carolina
$200K +$75.1K +9,022 +41%
PFO
211
Pathstone Family Office
New Jersey
$199K +$198K +23,804 New
BWM
212
Baron Wealth Management
Michigan
$198K +$93.3K +11,207 +89%
GLR
213
Great Lakes Retirement
Ohio
$194K -$25.8K -3,101 -12%
Thrivent Financial for Lutherans
214
Thrivent Financial for Lutherans
Minnesota
$194K +$8.21K +986 +4%
LCWP
215
Legacy Capital Wealth Partners
Arkansas
$194K +$194K +23,288 New
AWS
216
Atria Wealth Solutions
New York
$193K -$59.8K -7,178 -24%
CB
217
Commerce Bank
Missouri
$191K +$51.9K +6,237 +37%
BTI
218
Blue Trust Inc
Georgia
$191K +$62.8K +7,543 +49%
ATC
219
Argent Trust Co
Tennessee
$186K -$16.8K -2,020 -8%
KFGK
220
Keystone Financial Group (Kentucky)
Kentucky
$182K -$6.06K -728 -3%
GRP
221
Global Retirement Partners
California
$178K -$1.92K -231 -1%
MCM
222
MAI Capital Management
Ohio
$177K +$177K +21,226 New
FI
223
Fractal Investments
Connecticut
$176K – – –
BP
224
Ballentine Partners
Massachusetts
$176K -$3.12K -375 -2%
VA
225
Vident Advisory
Georgia
$176K +$176K +21,088 New
7 8
9
10 11

HLN Hedge Fund Activity: Q3 2023 in Review

568 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.

Sellers outnumbered buyers: 62 funds closed out of HLN and 61 opened new positions — a net loss of 1 holder — while 176 trimmed existing stakes and 180 added.

The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.

  • 568 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
  • Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
  • 61 funds opened new Haleon positions in Q3 2023 and 62 closed out, a net change of -1 holder.
  • The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
  • The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.

Based on aggregated 13F filings for Q3 2023.