570 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 215 increasing their positions, 177 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
570
Holders Change
-23
Holders Change %
-3.88%
% of All Funds
8.29%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
55
Increased
215
Reduced
177
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K
Name Holding Trade Value Shares
Change
Shares
Change %
SL
201
Summitry LLC
California
$268K +$102K +12,330 +61%
ECM
202
Evergreen Capital Management
Washington
$267K -$48.9K -5,914 -15%
BWM
203
Baron Wealth Management
Michigan
$266K +$45.4K +5,498 +21%
ISL
204
Ingalls & Snyder LLC
New York
$262K -$4.13K -500 -2%
NG
205
Norden Group
Utah
$260K -$11.9K -1,442 -4%
LCWP
206
Legacy Capital Wealth Partners
Arkansas
$258K +$258K +31,255 New
Lido Advisors
207
Lido Advisors
California
$256K +$157K +19,017 +159%
AllianceBernstein
208
AllianceBernstein
Tennessee
$251K -$88.7M -10,743,628 -100%
CSPIA
209
Cary Street Partners Investment Advisory
Virginia
$250K +$128K +15,495 +104%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$243K -$17.4K -2,105 -7%
VA
211
Vident Advisory
Georgia
$242K +$1.02K +123 +0.4%
DWM
212
Defined Wealth Management
Oregon
$241K +$1.51K +183 +0.6%
SWM
213
Seed Wealth Management
Illinois
$241K +$16.5K +2,000 +7%
LI
214
Lafayette Investments
Maryland
$240K
EH
215
Equitable Holdings
New York
$240K +$11.7K +1,412 +5%
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$238K +$238K +28,722 New
QWP
217
Quotient Wealth Partners
Texas
$238K +$238K +28,776 New
DADC
218
D.A. Davidson & Co
Montana
$234K -$26.5K -3,205 -10%
FAIM
219
Financial Advocates Investment Management
Washington
$234K +$16.4K +1,981 +8%
MWA
220
MN Wealth Advisors
Kansas
$230K -$10.6K -1,288 -4%
CCM
221
Coldstream Capital Management
Washington
$224K -$139K -16,807 -38%
Capstone Investment Advisors
222
Capstone Investment Advisors
New York
$223K -$1.69M -204,990 -88%
QWM
223
Quadcap Wealth Management
Texas
$222K +$222K +26,930 New
BBW
224
Blue Barn Wealth
Utah
$220K +$2K +242 +0.9%
CA
225
Clearstead Advisors
Ohio
$219K +$137K +16,623 +168%