Haleon
588 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, 183 increasing their positions, 196 reducing their positions, and 55 closing their positions.
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: 1 → 2 (+1)
27% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 55
27% more capital invested
Capital invested by funds: $4.29B → $5.45B (+$1.16B)
1% more funds holding
Funds holding: 581 → 588 (+7)
0.04% less ownership
Funds ownership: 5.7% → 5.66% (-0.04%)
7% less repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 196
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.5M |
| 3 |
Morgan Stanley
New York
|
+$10M |
| 4 |
JP Morgan Chase
New York
|
+$9.93M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$8.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$43M |
| 2 |
ClearBridge Investments
New York
|
-$42.4M |
| 3 |
BCPEMI
Bain Capital Public Equity Management II
Boston,
Massachusetts
|
-$22.9M |
| 4 |
Two Sigma Investments
New York
|
-$13.2M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$10.1M |
HLN Hedge Fund Activity: Q3 2024 in Review
588 of the 6,978 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 55 closed out — a net gain of 15 holders — while 183 added to existing stakes and 196 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $55.8M. The largest seller was Citadel Advisors, cutting an estimated $43M.
- 588 institutional investors held Haleon (HLN) as of Q3 2024, up from 581 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 55 closed out, a net change of +15 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.