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599 hedge funds and large institutions have $4.31B invested in Haleon in 2024 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 199 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more call options, than puts

Call options by funds: $971K | Put options by funds: $336K

38% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 52

31% more capital invested

Capital invested by funds: $3.3B → $4.31B (+$1.01B)

2% more funds holding

Funds holding: 590599 (+9)

1.22% more ownership

Funds ownership: 4.34%5.56% (+1.2%)

9% more repeat investments, than reductions

Existing positions increased: 199 | Existing positions reduced: 183

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
599
Holders Change
+9
Holders Change %
+1.53%
% of All Funds
8.63%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
72
Increased
199
Reduced
183
Closed
52
Calls
$971K
Puts
$336K
Net Calls
+$635K
Net Calls Change
-$627K
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.5B +$554M +66,290,153 +60%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$712M +$166M +19,908,797 +31%
ClearBridge Investments
3
ClearBridge Investments
New York
$326M +$99.2M +11,865,076 +45%
Fisher Asset Management
4
Fisher Asset Management
Washington
$122M -$3.02M -361,473 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$114M -$1.26M -150,167 -1%
Citadel Advisors
6
Citadel Advisors
Florida
$112M +$106M +12,670,564 +2,610%
AllianceBernstein
7
AllianceBernstein
Tennessee
$91.5M -$1.39M -165,826 -2%
Bank of America
8
Bank of America
North Carolina
$89.2M +$18.4M +2,200,793 +27%
Aristotle Capital Management
9
Aristotle Capital Management
California
$75.5M -$146K -17,480 -0.2%
DLA
10
Douglas Lane & Associates
New York
$71.3M +$1.46M +175,082 +2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$62.6M +$11.7M +1,404,711 +24%
Morgan Stanley
12
Morgan Stanley
New York
$58.9M -$50.1M -5,999,110 -46%
SC
13
Sculptor Capital
New York
$45M
BCPEMI
14
Bain Capital Public Equity Management II
Massachusetts
$40.5M -$24.3M -2,905,758 -38%
Goldman Sachs
15
Goldman Sachs
New York
$40.2M -$621K -74,251 -2%
MIM
16
Martin Investment Management
Florida
$37.9M +$37M +4,426,375 +12,018%
Northern Trust
17
Northern Trust
Illinois
$34.4M +$4.98M +595,868 +17%
N
18
Nuveen
North Carolina
$30.4M +$29.8M +3,571,131 New
RJA
19
Raymond James & Associates
Florida
$29.8M +$13.7M +1,641,715 +88%
Wells Fargo
20
Wells Fargo
California
$28.5M +$11.9M +1,426,863 +74%
JP Morgan Chase
21
JP Morgan Chase
New York
$26.8M +$24.4M +2,918,688 +1,245%
GCM
22
Ghisallo Capital Management
Massachusetts
$25.5M +$25.1M +3,008,600 New
VanEck Associates
23
VanEck Associates
New York
$25.2M +$5.84M +698,254 +31%
HL
24
Harding Loevner
New Jersey
$24.7M -$163M -19,464,464 -87%
CEI
25
Clark Estates Inc
New York
$22.5M