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Haleon plc hedge fund holdings

HLNNYSE
$8.80+0.08 (+0.92%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HLN · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-0.9%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 2025207135$598M$451M582Aug 14, 2025
Q3 2025157237$344M$516M560Nov 14, 2025
Q4 2025193155$437M$574M570Feb 14, 2026
Q1 2026215147$618M$424M588May 15, 2026
Q2 2026197181$489M$249M595Aug 14, 2026

Quarterly action breakdown

Q2 2026
595 filers
New position
65
$47.1M+5.05M sh
Increased
132
$442M+47.4M sh
Reduced
134
-$233M-24.9M sh
Out / sold
47
-$16.4M-1.76M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Eagle Investment Management, LLCAdded 109.53%+$41.2M$78.8M0.07%Aug 24, 2026
Dodge & CoxAdded 2.32%+$31.7M$1.4B0.73%Aug 13, 2026
Voloridge Investment Management, LLCAdded 186.90%+$29.1M$44.6M0.19%Aug 14, 2026
Natixis Advisors, LLCReduce 27.68%-$23.8M$62.1M0.07%Aug 14, 2026
Harris Associates L PAdded 11.98%+$16.8M$157M0.21%Aug 14, 2026
Night Squared LPNew Buy+$16.1M$16.1M1.73%Aug 14, 2026
Wellington Management Group LLPReduce 32.20%-$14.5M$30.5M0.01%Aug 14, 2026
Van Eck Associates CorpReduce 33.28%-$14.4M$28.9M0.02%Aug 14, 2026
WCM Investment Management, LLCAdded 52.07%+$8.38M$24.5M0.04%Aug 13, 2026
Tidal Investments LLCReduce 66.63%-$7.27M$3.64M0.01%Aug 13, 2026
Darwins River Capital, LPNew Buy+$6.31M$6.31M3.46%Aug 14, 2026
Scharf Investments, LLCReduce 57.83%-$6.21M$4.53M0.15%Jul 13, 2026
Goodman Financial CorpAdded 57.11%+$6.12M$16.8M2.60%Jul 29, 2026
Capital Fund Management S.A.Added 150.43%+$5.91M$9.84M0.04%Aug 13, 2026
Abc Arbitrage SAAdded 132.37%+$5.9M$10.3M1.12%Jul 20, 2026
Aristotle Capital Management, LLCReduce 7.48%-$5.35M$66.2M0.14%Aug 14, 2026
JTC Employer Solutions Trustee LtdReduce 34.76%-$5.22M$9.8M0.79%Jul 31, 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduce 21.69%-$3.84M$13.9M0.03%Aug 13, 2026
Bridgewater Associates, LPNew Buy+$3.76M$3.76M0.02%Aug 14, 2026
Harding Loevner LPReduce 1.90%-$2.86M$148M1.39%Aug 14, 2026
Clark Estates IncAdded 21.43%+$2.8M$15.9M3.66%Aug 5, 2026
Acumen Wealth Advisors, LLCReduce 93.02%-$2.53M$190K0.04%Aug 3, 2026
Massachusetts Financial Services CoAdded 20.33%+$1.51M$8.93M0.00%Aug 3, 2026
Horizon Investments, LLCReduce 31.98%-$1.21M$2.56M0.03%Aug 13, 2026
Bank Julius Baer & Co. Ltd, ZurichAdded 2.87%+$1.17M$41.8M0.11%Aug 10, 2026
WCG Wealth Advisors LLCSell 100%-$1.05M$00.00%Aug 14, 2026
Old Mission Capital LLCSell 100%-$1.02M$00.00%Aug 14, 2026
Natural Investments, LLCReduce 48.21%-$777K$835K0.18%Jul 31, 2026
Drive Wealth Management, LLCReduce 74.65%-$686K$233K0.04%Jul 22, 2026
Founders Financial Securities LLCAdded 35.66%+$675K$2.57M0.13%Jul 31, 2026
Lester Murray Antman dba SimplyRichSell 100%-$658K$00.00%Aug 3, 2026
Quantinno Capital Management LPReduce 5.76%-$656K$10.7M0.01%Aug 13, 2026
Campbell & CO Investment Adviser LLCSell 100%-$643K$00.00%Aug 3, 2026
Tempus Wealth Planning, LLCSell 100%-$548K$00.00%Jul 22, 2026
Archford Capital Strategies, LLCReduce 34.72%-$489K$920K0.09%Jul 17, 2026
Cidel Asset Management IncReduce 10.66%-$471K$3.95M0.19%Jul 17, 2026
Third View Private Wealth, LLCAdded 13.80%+$467K$3.85M0.47%Jul 27, 2026
Eagle Global Advisors LLCReduce 15.63%-$464K$2.5M0.08%Jul 30, 2026
Torrey Growth & Income AdvisorsSell 100%-$456K$00.00%Jul 27, 2026
Benjamin Edwards IncAdded 21.16%+$456K$2.61M0.02%Jul 24, 2026
Yousif Capital Management, LLCSell 100%-$455K$00.00%Jul 16, 2026
Caprock Group, LLCNew Buy+$449K$449K0.01%Jul 27, 2026
Sequoia Financial Advisors, LLCReduce 44.95%-$425K$521K0.00%Jul 17, 2026
LSV Asset ManagementNew Buy+$390K$390K0.00%Aug 6, 2026
Sanders Morris Harris LLCSell 100%-$360K$00.00%Jul 7, 2026
R Squared LtdAdded 303.33%+$353K$469K0.25%Aug 5, 2026
Meadowbrook Advisors Group, LLCNew Buy+$336K$336K0.18%Aug 7, 2026
Oppenheimer Asset Management Inc.Added 7.51%+$334K$4.78M0.05%Aug 3, 2026
2Xideas AGReduce 15.33%-$309K$1.71M0.74%Aug 14, 2026
SmartHarvest Portfolios, LLCAdded 53.61%+$309K$885K0.29%Aug 4, 2026
Guggenheim Capital LLCAdded 41.52%+$307K$1.04M0.01%Aug 12, 2026
EntryPoint Capital, LLCAdded 83.82%+$296K$650K0.16%Aug 13, 2026
Kintra Wealth, LLCNew Buy+$276K$276K0.01%Aug 14, 2026
Bridgefront Capital, LLCSell 100%-$275K$00.00%Aug 14, 2026
Patrick M Sweeney & Associates, IncSell 100%-$269K$00.00%Aug 10, 2026
Regions Financial CorpReduce 20.47%-$253K$985K0.01%Aug 10, 2026
Diversify Advisory Services, LLCNew Buy+$222K$222K0.00%Aug 10, 2026
Pacific Excel Wealth Advisors, Inc.New Buy+$209K$209K0.08%Jul 6, 2026
Kayne Anderson Rudnick Investment Management LLCReduce 1.36%-$201K$14.6M0.05%Aug 13, 2026
Heritage Family Offices, LLPReduce 48.85%-$199K$209K0.08%Jul 29, 2026
First Trust Advisors LPReduce 11.29%-$199K$1.56M0.00%Aug 11, 2026
Vident Advisory, LLCReduce 9.04%-$199K$2M0.01%Aug 12, 2026
Greenwich Wealth Management LLCSell 100%-$196K$00.00%Aug 12, 2026
Lido Advisors, LLCReduce 34.96%-$195K$364K0.00%Aug 7, 2026
Blueshift Asset Management, LLCAdded 63.41%+$195K$502K0.12%Aug 14, 2026
Ariston Services GroupNew Buy+$193K$193K0.11%Jul 27, 2026
Flow Traders U.S. LLCAdded 32.30%+$191K$783K0.03%Aug 14, 2026
Aptus Capital Advisors, LLCNew Buy+$190K$190K0.00%Aug 12, 2026
Laird Norton Wetherby Trust Company, LLCReduce 13.83%-$189K$1.18M0.02%Aug 14, 2026
MML Investors Services, LLCAdded 15.36%+$172K$1.29M0.00%Aug 7, 2026
Triad Wealth Partners, LLCNew Buy+$171K$171K0.01%Aug 10, 2026
MQS Management LLCNew Buy+$170K$170K0.21%Aug 7, 2026
Kathmere Capital Management, LLCReduce 51.15%-$167K$159K0.01%Jul 29, 2026
Capital Investment Advisory Services, LLCNew Buy+$164K$164K0.01%Jul 23, 2026
Werba Rubin Papier Wealth ManagementNew Buy+$164K$164K0.02%Jul 28, 2026
Naviter Wealth, LLCAdded 31.38%+$161K$672K0.06%Aug 7, 2026
Keel Point, LLCNew Buy+$158K$158K0.01%Aug 14, 2026
Versant Capital Management, IncReduce 48.69%-$150K$158K0.01%Jul 2, 2026
Portside Wealth Group, LLCNew Buy+$150K$150K0.02%Jul 14, 2026
Tanager Wealth Management LLPSell 100%-$136K$00.00%Jul 23, 2026
Moody National Bank Trust DivisionSell 100%-$135K$00.00%Jul 7, 2026
Wrapmanager IncNew Buy+$133K$133K0.04%Aug 5, 2026
Mission Wealth Management, LPNew Buy+$132K$132K0.00%Jul 20, 2026
Pure Financial Advisors, LLCNew Buy+$132K$132K0.00%Aug 17, 2026
Aprio Wealth Management, LLCSell 100%-$129K$00.00%Jul 24, 2026
Choreo, LLCReduce 6.82%-$126K$1.72M0.02%Aug 4, 2026
71 West Capital PartnersNew Buy+$125K$125K0.00%Aug 4, 2026
Axxcess Wealth Management, LLCAdded 22.49%+$124K$676K0.01%Jul 28, 2026
PharVision Advisers, LLCSell 100%-$123K$00.00%Aug 11, 2026
Prosperity Consulting Group, LLCNew Buy+$120K$120K0.00%Aug 13, 2026
NorthRock Partners, LLCAdded 31.45%+$117K$487K0.01%Aug 11, 2026
Atria Investments, IncAdded 7.40%+$115K$1.67M0.02%Jul 28, 2026
Kingsview Wealth Management, LLCNew Buy+$115K$115K0.00%Aug 19, 2026
Calydon CapitalNew Buy+$113K$113K0.02%Aug 14, 2026
Stratos Investment Management, LLCSell 100%-$113K$00.00%Aug 11, 2026
Modern Wealth Management, LLCAdded 116.88%+$111K$206K0.00%Aug 14, 2026
Summit Financial, LLCSell 100%-$110K$00.00%Aug 12, 2026
Ascent Group, LLCAdded 18.13%+$109K$710K0.02%Aug 3, 2026
Fortress Private Ledger, LLCAdded 27.39%+$106K$494K0.13%Aug 7, 2026
Vestmark Advisory Solutions, Inc.Reduce 3.43%-$104K$2.93M0.03%Aug 14, 2026

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