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568 hedge funds and large institutions have $3.26B invested in Haleon in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 180 increasing their positions, 176 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $2.37M | Put options by funds: $1.6M

3% more capital invested

Capital invested by funds: $3.17B → $3.26B (+$85.5M)

2% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 176

0.14% more ownership

Funds ownership: 4.1%4.24% (+0.14%)

2% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 62

2% less funds holding

Funds holding: 577568 (-9)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
568
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
9.01%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
61
Increased
180
Reduced
176
Closed
62
Calls
$2.37M
Puts
$1.6M
Net Calls
+$762K
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$911M -$10.2M -1,229,035 -1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$449M +$81.7M +9,812,040 +22%
ClearBridge Investments
3
ClearBridge Investments
New York
$216M +$4.66M +559,623 +2%
HL
4
Harding Loevner
New Jersey
$187M +$76.8M +9,222,814 +70%
Fisher Asset Management
5
Fisher Asset Management
Washington
$126M -$14.5M -1,735,552 -10%
AllianceBernstein
6
AllianceBernstein
Tennessee
$89.7M -$4.99M -599,494 -5%
BCPEMI
7
Bain Capital Public Equity Management II
Massachusetts
$84.8M -$4.67M -560,807 -5%
JEST
8
JTC Employer Solutions Trustee
Jersey
$77.6M +$4.72M +567,001 +6%
Bank of America
9
Bank of America
North Carolina
$73M -$1.74M -208,850 -2%
Aristotle Capital Management
10
Aristotle Capital Management
California
$71.9M +$84.6K +10,157 +0.1%
SCA
11
Southpoint Capital Advisors
New York
$68.3M +$5M +600,000 +8%
DLA
12
Douglas Lane & Associates
New York
$66.7M +$8.42M +1,011,159 +14%
Morgan Stanley
13
Morgan Stanley
New York
$51.7M +$294K +35,266 +0.6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$49.4M +$27.1M +3,249,517 +121%
SC
15
Sculptor Capital
New York
$44.1M -$10.4M -1,254,469 -19%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$42.6M +$42.6M +5,118,871 New
Goldman Sachs
17
Goldman Sachs
New York
$33.7M -$7.72M -927,316 -19%
EIC
18
Equity Investment Corp
Georgia
$32.6M +$86.2K +10,352 +0.3%
Northern Trust
19
Northern Trust
Illinois
$28.8M +$846K +101,562 +3%
EC
20
Eminence Capital
New York
$28M +$2.74M +329,125 +11%
Renaissance Technologies
21
Renaissance Technologies
New York
$26.2M -$2.21M -264,897 -8%
CEI
22
Clark Estates Inc
New York
$23.7M -$2.08M -250,000 -8%
Invesco
23
Invesco
Georgia
$22.3M -$1.23M -148,211 -5%
VanEck Associates
24
VanEck Associates
New York
$20.6M +$3.24M +389,194 +19%
BlackRock
25
BlackRock
New York
$20.4M -$1.01M -121,693 -5%