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Haleon
HLN

579 hedge funds and large institutions have $4.29B invested in Haleon in 2024 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 216 increasing their positions, 179 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $476K | Put options by funds: $232K

21% more repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 179

0.14% more ownership

Funds ownership: 5.56% → 5.7% (+0.14%)

0% less capital invested

Capital invested by funds: $4.31B → $4.29B (-$12.9M)

3% less funds holding

Funds holding: 599 → 579 (-20)

14% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 66

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
579
Holders Change
-20
Holders Change %
-3.34%
% of All Funds
8.36%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
57
Increased
216
Reduced
179
Closed
66
Calls
$476K
Puts
$232K
Net Calls
+$244K
Net Calls Change
-$391K

Top Buyers

1
HL
Harding Loevner
New Jersey
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$128M
3
SC
Sculptor Capital
New York
+$30M
4
ClearBridge Investments
ClearBridge Investments
New York
+$27.6M
5
Dodge & Cox
Dodge & Cox
California
+$26.9M

Top Sellers

1
AllianceBernstein
AllianceBernstein
Tennessee
-$89.8M
2
Citadel Advisors
Citadel Advisors
Florida
-$62.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$60.9M
4
Bank of America
Bank of America
North Carolina
-$45.2M
5
MIM
Martin Investment Management
Florida
-$37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.49B +$26.9M +3,217,384 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$819M +$128M +15,344,111 +18%
ClearBridge Investments
3
ClearBridge Investments
New York
$345M +$27.6M +3,307,009 +9%
HL
4
Harding Loevner
New Jersey
$212M +$190M +22,706,901 +781%
Fisher Asset Management
5
Fisher Asset Management
Washington
$115M -$3.42M -408,988 -3%
Aristotle Capital Management
6
Aristotle Capital Management
California
$74.8M +$1.36M +162,808 +2%
SC
7
Sculptor Capital
New York
$73.4M +$30M +3,592,000 +68%
DLA
8
Douglas Lane & Associates
New York
$70.5M +$1.1M +131,892 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$62.5M +$1.65M +196,843 +3%
Morgan Stanley
10
Morgan Stanley
New York
$59.5M +$2.18M +260,451 +4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$50.4M -$60.9M -7,286,530 -54%
N
12
Nuveen
North Carolina
$46.9M +$17.6M +2,101,110 +59%
Citadel Advisors
13
Citadel Advisors
Florida
$46.7M -$62.7M -7,504,868 -57%
Goldman Sachs
14
Goldman Sachs
New York
$45.5M +$6.43M +768,740 +16%
Bank of America
15
Bank of America
North Carolina
$42.1M -$45.2M -5,409,247 -51%
BCPEMI
16
Bain Capital Public Equity Management II
Massachusetts
$41.7M +$2.3M +275,672 +6%
Northern Trust
17
Northern Trust
Illinois
$37.2M +$3.79M +452,946 +11%
JP Morgan Chase
18
JP Morgan Chase
New York
$33.5M +$7.56M +904,177 +29%
RJA
19
Raymond James & Associates
Florida
$33.2M +$4.31M +515,651 +15%
Wells Fargo
20
Wells Fargo
California
$30.7M +$2.98M +356,748 +11%
VanEck Associates
21
VanEck Associates
New York
$27M +$2.52M +301,111 +10%
CEI
22
Clark Estates Inc
New York
$21.9M – – –
BlackRock
23
BlackRock
New York
$21M -$428K -51,193 -2%
Two Sigma Investments
24
Two Sigma Investments
New York
$17.3M +$10.4M +1,238,834 +144%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16.1M +$7.98M +954,622 +95%
1
2 3 4 5

HLN Hedge Fund Activity: Q2 2024 in Review

579 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q2 2024, worth a combined $4.29B — down 0.3% from $4.31B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of HLN and 57 opened new positions — a net loss of 9 holders — while 179 trimmed existing stakes and 216 added.

The largest buyer was Harding Loevner, adding an estimated $190M. The largest seller was AllianceBernstein, cutting an estimated $89.8M.

  • 579 institutional investors held Haleon (HLN) as of Q2 2024, down from 599 in Q1 2024.
  • Funds reported $4.29B of Haleon stock for Q2 2024, down 0.3% quarter-over-quarter.
  • 57 funds opened new Haleon positions in Q2 2024 and 66 closed out, a net change of -9 holders.
  • The largest Haleon buyer in Q2 2024 was Harding Loevner, an estimated $190M added.
  • The largest Haleon seller in Q2 2024 was AllianceBernstein, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2024.