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597 hedge funds and large institutions have $5.86B invested in Haleon in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 205 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more call options, than puts

Call options by funds: $1.28M | Put options by funds: $389K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

6% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 205

1.8% less ownership

Funds ownership: 8.11%6.31% (-1.8%)

2% less funds holding

Funds holding: 609597 (-12)

16% less capital invested

Capital invested by funds: $7.01B → $5.86B (-$1.15B)

Holders
597
Holders Change
-12
Holders Change %
-1.97%
% of All Funds
8.01%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
53
Increased
193
Reduced
205
Closed
55
Calls
$1.28M
Puts
$389K
Net Calls
+$891K
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
Dodge & Cox
1
Dodge & Cox
California
$1.74B -$94.4M -9,593,990 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.15B +$25.9M +2,628,673 +2%
ClearBridge Investments
3
ClearBridge Investments
New York
$335M -$2.05M -208,312 -0.6%
HL
4
Harding Loevner
New Jersey
$237M -$10.4M -1,054,421 -4%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$192M +$33.2M +3,372,155 +22%
UBS Group
6
UBS Group
Switzerland
$148M +$75.1M +7,632,013 +113%
SC
7
Sculptor Capital
New York
$112M +$19.3M +1,962,770 +22%
Morgan Stanley
8
Morgan Stanley
New York
$106M +$3.82M +387,835 +4%
DLA
9
Douglas Lane & Associates
New York
$88.6M -$148K -15,056 -0.2%
Aristotle Capital Management
10
Aristotle Capital Management
California
$86.8M -$3.09M -314,110 -4%
AS
11
Altshuler Shaham
Israel
$81.7M +$76.8M +7,800,000 +5,612%
JP Morgan Chase
12
JP Morgan Chase
New York
$78.2M +$15.6M +1,586,970 +26%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$75.9M -$2.46M -249,934 -3%
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$67.9M +$18.5M +1,874,793 +40%
Goldman Sachs
15
Goldman Sachs
New York
$62.8M -$1.68M -170,249 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$61.5M -$1.24M -125,738 -2%
N
17
Nuveen
North Carolina
$58.9M +$7.13M +724,815 +15%
Bank of America
18
Bank of America
North Carolina
$58.8M +$1.89M +192,355 +3%
Voloridge Investment Management
19
Voloridge Investment Management
Florida
$55.9M +$47.8M +4,858,136 +843%
Northern Trust
20
Northern Trust
Illinois
$52.5M -$3.09M -313,698 -6%
Raymond James Financial
21
Raymond James Financial
Florida
$44.1M -$1.35M -136,866 -3%
Millennium Management
22
Millennium Management
New York
$43.4M +$36.3M +3,687,613 +697%
Bank Julius Baer & Co
23
Bank Julius Baer & Co
Switzerland
$42.9M +$4M +405,892 +11%
BlackRock
24
BlackRock
New York
$42.4M +$4.58M +465,606 +13%
VanEck Associates
25
VanEck Associates
New York
$37.2M +$1.01M +103,043 +3%