585 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
585
Holders Change
+21
Holders Change %
+3.72%
% of All Funds
8.58%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Shares
Change %
DS
201
DRW Securities
Illinois
$233K +$233K +28,338 New
AAS
202
Avantax Advisory Services
Texas
$232K -$52.7K -6,399 -18%
EH
203
Equitable Holdings
New York
$232K -$667 -81 -0.3%
Pacer Advisors
204
Pacer Advisors
Pennsylvania
$231K -$8.81K -1,071 -4%
GQG Partners
205
GQG Partners
Florida
$228K
DWM
206
Defined Wealth Management
Oregon
$226K +$23K +2,798 +11%
VFA
207
Valeo Financial Advisors
Indiana
$225K -$6.9K -838 -3%
BFEC
208
Benjamin F. Edwards & Company
Missouri
$225K +$196K +23,850 +675%
FTDI
209
First Trust Direct Indexing
Massachusetts
$225K +$90.1K +10,947 +67%
PPC
210
Park Place Capital
Alabama
$225K -$5.79K -703 -3%
WT
211
Whittier Trust
California
$224K -$823 -100 -0.4%
BWM
212
Baron Wealth Management
Michigan
$220K +$24.3K +2,948 +12%
NA
213
NewEdge Advisors
Louisiana
$219K +$55.4K +6,703 +34%
Susquehanna International Group
214
Susquehanna International Group
Pennsylvania
$217K +$217K +26,402 New
EIC
215
Equity Investment Corp
Georgia
$202K -$32M -3,885,806 -99%
MIS
216
Morningstar Investment Services
Illinois
$199K +$103K +12,367 +106%
Thrivent Financial for Lutherans
217
Thrivent Financial for Lutherans
Minnesota
$198K +$3.99K +486 +2%
MCM
218
MAI Capital Management
Ohio
$198K +$23.3K +2,827 +13%
AWS
219
Atria Wealth Solutions
New York
$198K +$8.16K +992 +4%
BRWA
220
B. Riley Wealth Advisors
Florida
$196K -$45.4K -5,519 -19%
LIP
221
Liontrust Investment Partners
United Kingdom
$195K -$132K -16,036 -40%
IWA
222
Icon Wealth Advisors
Texas
$191K +$191K +23,163 New
BL
223
Balentine LLC
Georgia
$188K -$23K -2,792 -11%
SS
224
Simplicity Solutions
Minnesota
$187K +$84.3K +10,247 +82%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$186K +$19.3K +2,346 +12%