Haleon
585 hedge funds and large institutions have $2.68B invested in Haleon in 2022 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 133 increasing their positions, 183 reducing their positions, and 97 closing their positions.
55% more first-time investments, than exits
New positions opened: 150 | Existing positions closed: 97
43% more capital invested
Capital invested by funds: $1.88B → $2.68B (+$803M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
7% more funds holding
Funds holding: 547 → 585 (+38)
0.29% more ownership
Funds ownership: 3.34% → 3.63% (+0.29%)
27% less repeat investments, than reductions
Existing positions increased: 133 | Existing positions reduced: 183
39% less call options, than puts
Call options by funds: $3.47M | Put options by funds: $5.67M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$157M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$42.2M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$41.6M |
| 4 |
ClearBridge Investments
New York
|
+$41.4M |
| 5 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
+$41.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sessa Capital
New York
|
-$104M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$87.4M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$24.6M |
| 4 |
Jane Street
New York
|
-$14.6M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$13.8M |
HLN Hedge Fund Activity: Q4 2022 in Review
585 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2022, worth a combined $2.68B — up 43% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 150 funds opened new HLN positions and 97 closed out — a net gain of 53 holders — while 133 added to existing stakes and 183 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $157M. The largest seller was Sessa Capital, exiting entirely with an estimated $104M sold.
- 585 institutional investors held Haleon (HLN) as of Q4 2022, up from 547 in Q3 2022.
- Funds reported $2.68B of Haleon stock for Q4 2022, up 43% quarter-over-quarter.
- 150 funds opened new Haleon positions in Q4 2022 and 97 closed out, a net change of +53 holders.
- The largest Haleon buyer in Q4 2022 was Dodge & Cox, an estimated $157M added.
- The largest Haleon seller in Q4 2022 was Sessa Capital, an estimated $104M sold.
Based on aggregated 13F filings for Q4 2022.