Haleon
576 hedge funds and large institutions have $3.02B invested in Haleon in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 145 increasing their positions, 210 reducing their positions, and 63 closing their positions.
39% more call options, than puts
Call options by funds: $2.61M | Put options by funds: $1.88M
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 63
13% more capital invested
Capital invested by funds: $2.68B → $3.02B (+$336M)
0.38% more ownership
Funds ownership: 3.63% → 4.01% (+0.38%)
2% less funds holding
Funds holding: 585 → 576 (-9)
31% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 210
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$124M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$77.4M |
| 3 |
PCM
Palestra Capital Management
New York
|
+$66.6M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$29.1M |
| 2 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$24.4M |
| 3 |
Goldman Sachs
New York
|
-$19.4M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
-$15.3M |
| 5 |
EP
Eversept Partners
New York
|
-$15.1M |
HLN Hedge Fund Activity: Q1 2023 in Review
576 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q1 2023, worth a combined $3.02B — up 13% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new HLN positions and 63 closed out — a net gain of 9 holders — while 145 added to existing stakes and 210 trimmed.
The largest buyer was Dodge & Cox, adding an estimated $124M. The largest seller was Brandywine Global Investment Management, cutting an estimated $29.1M.
- 576 institutional investors held Haleon (HLN) as of Q1 2023, down from 585 in Q4 2022.
- Funds reported $3.02B of Haleon stock for Q1 2023, up 13% quarter-over-quarter.
- 72 funds opened new Haleon positions in Q1 2023 and 63 closed out, a net change of +9 holders.
- The largest Haleon buyer in Q1 2023 was Dodge & Cox, an estimated $124M added.
- The largest Haleon seller in Q1 2023 was Brandywine Global Investment Management, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2023.