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587 hedge funds and large institutions have $5.45B invested in Haleon in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 182 increasing their positions, 197 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

920% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $180K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

30% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 54

27% more capital invested

Capital invested by funds: $4.29B → $5.45B (+$1.16B)

1% more funds holding

Funds holding: 579587 (+8)

0.04% less ownership

Funds ownership: 5.7%5.66% (-0.04%)

8% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 197

Holders
587
Holders Change
+8
Holders Change %
+1.38%
% of All Funds
8.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
70
Increased
182
Reduced
197
Closed
54
Calls
$1.84M
Puts
$180K
Net Calls
+$1.66M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.9B -$9.65M -998,252 -0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.11B +$55.8M +5,768,117 +6%
ClearBridge Investments
3
ClearBridge Investments
New York
$395M -$42.4M -4,383,579 -10%
HL
4
Harding Loevner
New Jersey
$263M -$7.03M -726,619 -3%
Fisher Asset Management
5
Fisher Asset Management
Washington
$145M -$2.76M -285,053 -2%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$96.8M +$29.5M +3,046,841 +50%
Aristotle Capital Management
7
Aristotle Capital Management
California
$95.1M -$583K -60,317 -0.7%
SC
8
Sculptor Capital
New York
$94M
DLA
9
Douglas Lane & Associates
New York
$89.5M -$691K -71,484 -0.8%
Morgan Stanley
10
Morgan Stanley
New York
$87.2M +$10M +1,039,042 +14%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$80.1M -$6.62K -685 -0%
Bank of America
12
Bank of America
North Carolina
$60.7M +$6.17M +637,867 +13%
Goldman Sachs
13
Goldman Sachs
New York
$60.1M +$1.69M +174,468 +3%
JP Morgan Chase
14
JP Morgan Chase
New York
$53.8M +$9.93M +1,026,939 +25%
N
15
Nuveen
North Carolina
$52.7M -$6.66M -688,276 -12%
Northern Trust
16
Northern Trust
Illinois
$44.9M -$2.59M -267,975 -6%
RJA
17
Raymond James & Associates
Florida
$40.6M -$1.76M -182,442 -5%
Wells Fargo
18
Wells Fargo
California
$34.9M -$4.04M -417,515 -11%
BlackRock
19
BlackRock
New York
$32.1M +$4.78M +494,252 +19%
VanEck Associates
20
VanEck Associates
New York
$30.6M -$1.75M -181,404 -6%
BCPEMI
21
Bain Capital Public Equity Management II
Massachusetts
$28.3M -$22.9M -2,371,404 -47%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$21.3M +$1.44M +148,680 +8%
CEI
23
Clark Estates Inc
New York
$21.2M -$6.29M -650,000 -25%
Stifel Financial
24
Stifel Financial
Missouri
$20.6M +$2.26M +234,204 +14%
Kayne Anderson Rudnick Investment Management
25
Kayne Anderson Rudnick Investment Management
California
$19.4M -$272K -28,149 -2%

HLN Hedge Fund Activity: Q3 2024 in Review

587 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Haleon (HLN) for Q3 2024, worth a combined $5.45B — up 27% from $4.29B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new HLN positions and 54 closed out — a net gain of 16 holders — while 182 added to existing stakes and 197 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $55.8M. The largest seller was Citadel Advisors, cutting an estimated $43M.

  • 587 institutional investors held Haleon (HLN) as of Q3 2024, up from 579 in Q2 2024.
  • Funds reported $5.45B of Haleon stock for Q3 2024, up 27% quarter-over-quarter.
  • 70 funds opened new Haleon positions in Q3 2024 and 54 closed out, a net change of +16 holders.
  • The largest Haleon buyer in Q3 2024 was Fidelity Investments, an estimated $55.8M added.
  • The largest Haleon seller in Q3 2024 was Citadel Advisors, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2024.