Haleon

HLN • NYSE

Haleon is a publicly traded company on NYSE. As of Q3 2025, 542 institutional investors hold shares in this company, with total holdings valued at $4.8B. DODGE & COX is the largest holder with a position valued at $1.4B.

Employees24.6K

Websitehaleon.com

Overview

Overview of institutional ownership in HLN as of Q3 2025

All Institutions

Institutions: 542
Value Held: $4.8B
Shares Held: 535.8M
Avg Position: $8.9M
Median Position: $162.5K

Hedge Funds

Hedge Funds: 27
Value Held: $249.8M
Shares Held: 27.8M
Avg Position: $9.3M
Median Position: $817.5K

Biggest Investors

Institutions with the largest positions in HLN as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
DODGE & COX Long Only Manager	Dana Morton Emery CEO	$1.4B 0.75% of portfolio	0.00% 154.4M shares	Q4 2022 Held for 2y 11m	$185.33B
FMR LLC Institution	-	$932.9M 0.05% of portfolio	0.00% 104.0M shares	Q4 2022 Held for 2y 11m	$1.92T
Clearbridge Investments, LLC Long Only Manager	Terrence James Murphy President	$299.1M 0.23% of portfolio	0.00% 33.3M shares	Q4 2022 Held for 2y 11m	$132.87B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$166.2M 0.01% of portfolio	0.00% 18.5M shares	Q4 2022 Held for 2y 11m	$1.65T
HARDING LOEVNER LP Long Only Manager	Aaron Jeffrey Bellish CEO	$160.7M 1.18% of portfolio	0.00% 17.9M shares	Q1 2023 Held for 2y 8m	$13.6B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$140.7M 0.02% of portfolio	0.00% 15.7M shares	Q3 2023 Held for 2y 2m	$571.21B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$107.5M 0.01% of portfolio	0.00% 12.0M shares	Q1 2023 Held for 2y 8m	$1.56T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$96.0M 0.01% of portfolio	0.00% 10.7M shares	Q4 2022 Held for 2y 11m	$1.33T
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy	Wayne Nathan Cohen President	$89.3M 1.95% of portfolio	0.00% 9.9M shares	Q4 2022 Held for 2y 11m	$4.6B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$79.4M 0.01% of portfolio	0.00% 8.9M shares	Q4 2022 Held for 2y 11m	$691.34B

Net Capital Flow

Institutional buying and selling activity for HLN in Q3 2025

Traded: −$133.7M
Buyers: 216
Sellers: 298
Total Bought: +$241.2M
Total Sold: −$374.9M
Avg Position: $7.6M

Biggest Buyers

Institution	Net Bought	Current Position
O Optiver Holding B.V. Institution	+$45.6M +5.1M shares	$45.6M 5.1M shares
JPMORGAN CHASE & CO Institution	+$28.8M +3.2M shares	$107.5M 12.0M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$20.4M +2.3M shares	$21.2M 2.4M shares
Clearbridge Investments, LLC Long Only Manager	+$17.1M +1.9M shares	$299.1M 33.3M shares
A ABC ARBITRAGE SA Institution	+$15.0M +1.7M shares	$24.5M 2.7M shares
GOLDMAN SACHS GROUP INC Institution	+$9.8M +1.1M shares	$79.4M 8.9M shares
MORGAN STANLEY RIA/Wealth	+$7.2M +797.6K shares	$166.2M 18.5M shares
Q Qube Research & Technologies Ltd Institution	+$6.4M +710.3K shares	$28.0M 3.1M shares
T Tower Research Capital LLC Institution	+$5.8M +643.2K shares	$5.8M 645.8K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$5.5M +616.3K shares	$44.2M 4.9M shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$69.6M −7.8M shares	$932.9M 104.0M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$57.0M −6.4M shares	$12.9M 1.4M shares
HARDING LOEVNER LP Long Only Manager	−$41.6M −4.6M shares	$160.7M 17.9M shares
B Bain Capital Public Equity Management II, LLC Institution	−$27.6M −2.7M shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$15.1M −1.7M shares	$96.0M 10.7M shares
Trexquant Investment LP Hedge Fund•Quant	−$13.0M −1.2M shares	Sold Off 0 shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	−$10.7M −1.0M shares	Sold Off 0 shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$10.6M −1.2M shares	$8.7M 971.8K shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC Hedge Fund•Multi-Strategy	−$10.6M −1.2M shares	$52.8M 5.9M shares
J JANE STREET GROUP, LLC Institution	−$10.2M −1.1M shares	$12.8M 1.4M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited HLN in Q3 2025

New Positions: 48
New Value: $17.8M
Exited Positions: 87
Exited Value: $66.6M

New Positions

Institution	Position Value
T TORON CAPITAL MARKETS INC. Long Only Manager	$4.0M 450.7K shares
Archford Capital Strategies, LLC RIA/Wealth	$2.1M 239.5K shares
Horizon Investments, LLC/SC Long Only Manager	$1.9M 208.8K shares
NINE MASTS CAPITAL Ltd Institution	$1.5M 163.0K shares
C CANTOR FITZGERALD, L. P. Institution	$1.4M 157.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$1.4M 151.5K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$711.7K 79.3K shares
T Torrey Growth & Income Advisors RIA/Wealth	$643.1K 71.7K shares
Centiva Capital, LP Hedge Fund•Multi-Strategy	$514.5K 57.4K shares
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth	$464.6K 6.2K shares

Exited Positions

Institution	Previous Position
B Bain Capital Public Equity Management II, LLC Institution	$27.6M 2.7M shares
Trexquant Investment LP Hedge Fund•Quant	$13.0M 1.2M shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$10.7M 1.0M shares
Paradiem, LLC RIA/Wealth	$1.9M 187.0K shares
B Banco Santander, S.A. Institution	$1.6M 154.6K shares
Bain Capital Public Equity, LP Hedge Fund•Long/Short	$1.4M 136.8K shares
G Green Square Asset Management, LLC Institution	$1.1M 110.1K shares
Graham Capital Management, L.P. Hedge Fund•Multi-Strategy	$972.5K 93.8K shares
Bleakley Financial Group, LLC RIA/Wealth	$671.1K 64.7K shares
Marshall Wace LLP Institution	$632.0K 60.9K shares

Options Activity

Institutions with the largest Call and Put options positions in HLN as of Q3 2025

Call Positions: 5
Call Value: $1.0M
Put Positions: 1
Put Value: $230.5K

Call Positions

Institution	Position Value
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$695.2K 775.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$223.4K 249.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$106.7K 119.0 contracts
Private Advisor Group, LLC RIA/Wealth	- - contracts
W WOLVERINE TRADING, LLC Institution	- - contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$230.5K 257.0 contracts

Most Committed Institutions

Institutions with HLN as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H Heathbridge Capital Management Ltd. Institution	-	3.66% $9.5M	0.00% 1.1M shares	Q2 2023 Held for 2y 5m	$260.5M
A ABC ARBITRAGE SA Institution	-	2.41% $24.5M	0.00% 2.7M shares	Q1 2025 Held for 8 months	$1.0B
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy	Wayne Nathan Cohen President	1.95% $89.3M	0.00% 9.9M shares	Q4 2022 Held for 2y 11m	$4.6B
Arlington Partners LLC RIA/Wealth	Kenneth Howell Polk CEO	1.58% $4.6M	0.00% 508.9K shares	Q2 2025 Held for 5 months	$289.4M
F Farringdon Capital, Ltd. Institution	-	1.31% $5.1M	0.00% 573.4K shares	Q2 2025 Held for 5 months	$391.6M
HARDING LOEVNER LP Long Only Manager	Aaron Jeffrey Bellish CEO	1.18% $160.7M	0.00% 17.9M shares	Q1 2023 Held for 2y 8m	$13.6B
A Altshuler Shaham Ltd Institution	-	1.18% $71.2M	0.00% 7.9M shares	Q2 2024 Held for 1y 5m	$6.0B
D Douglas Lane & Associates, LLC Institution	-	1.05% $73.3M	0.00% 8.2M shares	Q4 2022 Held for 2y 11m	$7.0B
O Optiver Holding B.V. Institution	-	0.75% $45.6M	0.00% 5.1M shares	Q3 2025 Held for 2 months	$6.1B
DODGE & COX Long Only Manager	Dana Morton Emery CEO	0.75% $1.4B	0.00% 154.4M shares	Q4 2022 Held for 2y 11m	$185.33B

Hedge Fund Spotlight

Discover hedge funds investing in HLN

Entropy Technologies, LP

Hedge Fund • Quant Macro

Portfolio ManagerArjun Rajan Modi

Portfolio Value: $1.3B
Positions: 787
Last Reported: Q3 2025

Sector Allocation

Position in Haleon

Market Value: $817.5K
Shares Held: 91.1K
Portfolio Weight: 0.06%
Owned Since: 2024-Q4

Top Holding	Sector	Market Value	Weight
1 Micron Technology MU	Semiconductors Technology	$13.2M	0.98%
2 Chevron CVX	Oil & Gas Integrated Energy	$13.0M	0.97%
3 Visa V	Financial - Credit Services Financial Services	$13.0M	0.97%