We are live on ! Find out more

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, 132 increasing their positions, 184 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 98

43% more capital invested

Capital invested by funds: $1.87B → $2.68B (+$806M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

7% more funds holding

Funds holding: 547585 (+38)

0.31% more ownership

Funds ownership: 3.34%3.65% (+0.31%)

28% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 184

39% less call options, than puts

Call options by funds: $3.47M | Put options by funds: $5.67M

Holders
585
Holders Change
+38
Holders Change %
+6.95%
% of All Funds
9.4%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
150
Increased
132
Reduced
184
Closed
98
Calls
$3.47M
Puts
$5.67M
Net Calls
-$2.2M
Net Calls Change
+$2.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$772M +$157M +23,144,401 +32%
ClearBridge Investments
2
ClearBridge Investments
New York
$206M +$41.4M +6,089,500 +31%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$193M +$8.69M +1,277,518 +6%
Fisher Asset Management
4
Fisher Asset Management
Washington
$142M -$10.3M -1,514,187 -8%
BCPEMI
5
Bain Capital Public Equity Management II
Massachusetts
$126M +$41.1M +6,047,189 +62%
JEST
6
JTC Employer Solutions Trustee
Jersey
$70.1M +$423K +62,147 +0.7%
Aristotle Capital Management
7
Aristotle Capital Management
California
$65.5M -$1.15M -169,163 -2%
State Street
8
State Street
Massachusetts
$64.6M -$1.76M -258,602 -3%
Morgan Stanley
9
Morgan Stanley
New York
$60.5M +$17.1M +2,509,301 +50%
Bank of America
10
Bank of America
North Carolina
$56.6M +$34.5M +5,075,209 +254%
SCA
11
Southpoint Capital Advisors
New York
$49.6M +$42.2M +6,200,000 New
Goldman Sachs
12
Goldman Sachs
New York
$49.5M +$16.7M +2,449,175 +65%
AllianceBernstein
13
AllianceBernstein
Tennessee
$49M +$41.6M +6,120,003 New
DLA
14
Douglas Lane & Associates
New York
$46.7M +$23.3M +3,428,128 +143%
BGIM
15
Brandywine Global Investment Management
Pennsylvania
$40.9M +$2.83M +415,741 +9%
EIC
16
Equity Investment Corp
Georgia
$30.2M +$3.19M +469,110 +14%
VanEck Associates
17
VanEck Associates
New York
$28.7M -$4.42M -648,992 -15%
Renaissance Technologies
18
Renaissance Technologies
New York
$27.1M +$5.58M +819,500 +32%
BlackRock
19
BlackRock
New York
$26.2M +$10.7M +1,571,453 +92%
EC
20
Eminence Capital
New York
$25.8M +$21.9M +3,221,736 New
Wells Fargo
21
Wells Fargo
California
$25.5M -$1.31M -193,167 -6%
CEI
22
Clark Estates Inc
New York
$24.8M +$1.7M +250,000 +9%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$24M -$1.28M -188,016 -6%
Northern Trust
24
Northern Trust
Illinois
$20M +$3.04M +446,061 +22%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$18.5M +$15.8M +2,317,192 New