Haleon
581 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, 217 increasing their positions, 179 reducing their positions, and 65 closing their positions.
514% more call options, than puts
Call options by funds: $1.43M | Put options by funds: $232K
21% more repeat investments, than reductions
Existing positions increased: 217 | 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 (-$12.8M)
3% less funds holding
Funds holding: 600 → 581 (-19)
12% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 65
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$190M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$128M |
| 3 |
SC
Sculptor Capital
New York
|
+$30M |
| 4 |
ClearBridge Investments
New York
|
+$27.6M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$89.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$62.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$60.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$45.2M |
| 5 |
MIM
Martin Investment Management
Palm Beach Gardens,
Florida
|
-$37M |
HLN Hedge Fund Activity: Q2 2024 in Review
581 of the 6,935 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: 65 funds closed out of HLN and 57 opened new positions — a net loss of 8 holders — while 179 trimmed existing stakes and 217 added.
The largest buyer was Harding Loevner, adding an estimated $190M. The largest seller was AllianceBernstein, cutting an estimated $89.8M.
- 581 institutional investors held Haleon (HLN) as of Q2 2024, down from 600 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 65 closed out, a net change of -8 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.