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547 hedge funds and large institutions have $1.87B invested in Haleon in 2022 Q3 according to their latest regulatory filings, with 547 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

3.34% more ownership

Funds ownership: 0%3.34% (+3.3%)

78% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $6.43M

Holders
547
Holders Change
+547
Holders Change %
% of All Funds
9.42%
Holding in Top 10
5
Holding in Top 10 Change
+5
Holding in Top 10 Change %
% of All Funds
0.09%
New
547
Increased
Reduced
Closed
Calls
$1.4M
Puts
$6.43M
Net Calls
-$5.04M
Net Calls Change
-$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$447M +$475M +73,365,572 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$139M +$148M +22,804,563 New
ClearBridge Investments
3
ClearBridge Investments
New York
$119M +$127M +19,615,381 New
Fisher Asset Management
4
Fisher Asset Management
Washington
$117M +$125M +19,289,801 New
SC
5
Sessa Capital
New York
$104M +$110M +17,062,710 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$87.4M +$92.9M +14,354,094 New
BCPEMI
7
Bain Capital Public Equity Management II
Massachusetts
$59.4M +$63.1M +9,745,601 New
JEST
8
JTC Employer Solutions Trustee
Jersey
$53.1M +$56.3M +8,700,715 New
Aristotle Capital Management
9
Aristotle Capital Management
California
$50.9M +$54.1M +8,362,602 New
State Street
10
State Street
Massachusetts
$50.7M +$53.9M +8,328,997 New
Morgan Stanley
11
Morgan Stanley
New York
$30.8M +$32.7M +5,058,536 New
BGIM
12
Brandywine Global Investment Management
Pennsylvania
$28.6M +$30.4M +4,698,001 New
VanEck Associates
13
VanEck Associates
New York
$25.8M +$27.4M +4,236,499 New
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$24.6M +$26.2M +4,046,710 New
Goldman Sachs
15
Goldman Sachs
New York
$22.8M +$24.2M +3,742,778 New
Wells Fargo
16
Wells Fargo
California
$20.6M +$21.9M +3,382,497 New
SC
17
Sculptor Capital
New York
$20.4M +$21.7M +3,352,528 New
EIC
18
Equity Investment Corp
Georgia
$20.1M +$21.4M +3,302,150 New
Russell Investments Group
19
Russell Investments Group
United Kingdom
$19.4M +$20.6M +3,190,513 New
CEI
20
Clark Estates Inc
New York
$17.4M +$18.4M +2,850,000 New
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$16.2M +$17.2M +2,658,067 New
Renaissance Technologies
22
Renaissance Technologies
New York
$15.7M +$16.7M +2,573,121 New
DLA
23
Douglas Lane & Associates
New York
$14.6M +$15.6M +2,404,664 New
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$14.2M +$15.1M +2,329,290 New
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$13.8M +$14.7M +2,264,641 New

HLN Hedge Fund Activity: Q3 2022 in Review

547 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2022, worth a combined $1.87B.

Buyers outnumbered sellers: 547 funds opened new HLN positions and 0 closed out — a net gain of 547 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dodge & Cox, opening a new position worth an estimated $475M.

  • 547 institutional investors held Haleon (HLN) as of Q3 2022, up from 0 in Q2 2022.
  • Funds reported $1.87B of Haleon stock for Q3 2022.
  • 547 funds opened new Haleon positions in Q3 2022 and 0 closed out, a net change of +547 holders.
  • The largest Haleon buyer in Q3 2022 was Dodge & Cox, an estimated $475M added.

Based on aggregated 13F filings for Q3 2022.