Haleon
569 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, 179 increasing their positions, 176 reducing their positions, and 61 closing their positions.
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: 179 | Existing positions reduced: 176
0.14% more ownership
Funds ownership: 4.1% → 4.24% (+0.14%)
0% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 61
1% less funds holding
Funds holding: 577 → 569 (-8)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.7M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$76.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$42.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.1M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Palestra Capital Management
New York
|
-$62.2M |
| 2 |
State Street
Boston,
Massachusetts
|
-$51.8M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$14.5M |
| 4 |
MGCM
Mane Global Capital Management
New York
|
-$14.3M |
| 5 |
SC
Sculptor Capital
New York
|
-$10.4M |
HLN Hedge Fund Activity: Q3 2023 in Review
569 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2023, worth a combined $3.26B — up 2.7% from $3.17B a quarter earlier.
Fund positioning in HLN was balanced in Q3 2023: 61 funds opened new positions, 61 closed out, 179 added to existing stakes and 176 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $81.7M. The largest seller was Palestra Capital Management, exiting entirely with an estimated $62.2M sold.
- 569 institutional investors held Haleon (HLN) as of Q3 2023, down from 577 in Q2 2023.
- Funds reported $3.26B of Haleon stock for Q3 2023, up 2.7% quarter-over-quarter.
- 61 funds opened new Haleon positions in Q3 2023 and 61 closed out, a net change of 0 holders.
- The largest Haleon buyer in Q3 2023 was Fidelity Investments, an estimated $81.7M added.
- The largest Haleon seller in Q3 2023 was Palestra Capital Management, an estimated $62.2M sold.
Based on aggregated 13F filings for Q3 2023.