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590 hedge funds and large institutions have $3.3B invested in Haleon in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 180 increasing their positions, 186 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $2.17M | Put options by funds: $909K

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

4% more funds holding

Funds holding: 568590 (+22)

1% more capital invested

Capital invested by funds: $3.26B → $3.3B (+$38.1M)

0.1% more ownership

Funds ownership: 4.24%4.34% (+0.1%)

3% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 186

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
590
Holders Change
+22
Holders Change %
+3.87%
% of All Funds
8.6%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
91
Increased
180
Reduced
186
Closed
60
Calls
$2.17M
Puts
$909K
Net Calls
+$1.26M
Net Calls Change
+$500K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$911M +$10.4M +1,265,239 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$526M +$82M +9,945,308 +18%
ClearBridge Investments
3
ClearBridge Investments
New York
$219M +$5.05M +612,400 +2%
HL
4
Harding Loevner
New Jersey
$184M -$915K -110,998 -0.5%
Fisher Asset Management
5
Fisher Asset Management
Washington
$121M -$3.52M -426,615 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$111M +$69.4M +8,423,475 +165%
Morgan Stanley
7
Morgan Stanley
New York
$106M +$55.5M +6,727,961 +108%
AllianceBernstein
8
AllianceBernstein
Tennessee
$90M +$1.41M +171,672 +2%
Aristotle Capital Management
9
Aristotle Capital Management
California
$73.3M +$2.22M +269,471 +3%
Bank of America
10
Bank of America
North Carolina
$68.3M -$3.75M -454,613 -5%
DLA
11
Douglas Lane & Associates
New York
$67.7M +$1.8M +218,983 +3%
BCPEMI
12
Bain Capital Public Equity Management II
Massachusetts
$63.2M -$20.6M -2,499,920 -25%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$49.1M +$328K +39,807 +0.7%
SC
14
Sculptor Capital
New York
$43.6M
Goldman Sachs
15
Goldman Sachs
New York
$39.6M +$6.37M +772,829 +19%
Renaissance Technologies
16
Renaissance Technologies
New York
$31.6M +$5.71M +692,400 +22%
Northern Trust
17
Northern Trust
Illinois
$28.5M +$28.7K +3,479 +0.1%
EC
18
Eminence Capital
New York
$27.7M -$23.1K -2,804 -0.1%
CEI
19
Clark Estates Inc
New York
$21.8M -$1.65M -200,000 -7%
JEST
20
JTC Employer Solutions Trustee
Jersey
$21.1M -$55.9M -6,776,583 -73%
BlackRock
21
BlackRock
New York
$20.9M +$752K +91,269 +4%
Invesco
22
Invesco
Georgia
$20.7M -$1.38M -167,016 -6%
VanEck Associates
23
VanEck Associates
New York
$18.7M -$1.63M -197,465 -8%
Wells Fargo
24
Wells Fargo
California
$15.9M +$30.3K +3,677 +0.2%
RJA
25
Raymond James & Associates
Florida
$15.3M +$32.5K +3,941 +0.2%

HLN Hedge Fund Activity: Q4 2023 in Review

590 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q4 2023, worth a combined $3.3B — up 1.2% from $3.26B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new HLN positions and 60 closed out — a net gain of 31 holders — while 180 added to existing stakes and 186 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $82M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $68.3M sold.

  • 590 institutional investors held Haleon (HLN) as of Q4 2023, up from 568 in Q3 2023.
  • Funds reported $3.3B of Haleon stock for Q4 2023, up 1.2% quarter-over-quarter.
  • 91 funds opened new Haleon positions in Q4 2023 and 60 closed out, a net change of +31 holders.
  • The largest Haleon buyer in Q4 2023 was Fidelity Investments, an estimated $82M added.
  • The largest Haleon seller in Q4 2023 was Southpoint Capital Advisors, an estimated $68.3M sold.

Based on aggregated 13F filings for Q4 2023.