Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Haleon plc (HLN)

611 + Investors. Track Smart Money conviction in HLN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
2Q ▲
Buyers last Q
55%

Smart Money Signals — HLN

Based on 616 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added HLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
616 hedge funds hold HLN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

304 buying252 selling
Last quarter: 304 funds bought or added vs 252 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~94 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 91 → 74 → 96 → 94. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 21% medium ■ 23% new
348 out of 616 hedge funds have held HLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

54 → 91 → 74 → 96 → 94 new funds/Q
New funds entering each quarter: 91 → 74 → 96 → 94. A growing number of institutions are discovering HLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 27% newcomers

■ 59% veterans ■ 15% 1-2yr ■ 27% new
Entry-cohort mix of 620 holders: 363 (59%) are 2+ year veterans, 92 entered 1–2 years ago, and 165 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
48 of 615 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLN

In 2026 Q1, 304 hedge funds were net buyers of HLN (94 opened a new position, 210 added to an existing one), while 252 reduced or exited (175 trimmed, 77 sold completely) — a 55% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 74% of total institutional value in HLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 616.

Hedge Fund Ownership: HLN

How many hedge funds hold HLN — quarterly history vs. share price
Quarterly hedge fund ownership of HLN vs. share price

Market Analysis: HLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Haleon plc (HLN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HLN has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 76d ago
HLN
-8.8%
XLV
+4.9%

HLN outperformed XLV by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 31d ago
HLN
+1.9%
XLV
+6.0%

Since the filing became public, HLN outperformed XLV by -4.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: HLN
611 + Investors

Track Smart Money conviction in HLN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 611 599 2.0%
13F Shares 555M 567M -2.17%
Total Value $5.37B $5.94B -9.59%
New Positions 92 96 -4
Increased Positions 207 224 -17
Closed Positions 80 83 -3
Reduced Positions 173 153 +20
Total Calls 2 2 -
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: HLN

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

611 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Transmarket Holdings LP 4.85% 656,505 $6.6M
2 Clark Estates Inc/Ny 3.37% 1,400,000 $14.0M
3 Goodman Financial Corp 1.97% 1,147,659 $11.5M
4 Harding Loevner LP 1.62% 15,712,550 $157.2M
5 Douglas Lane & Associates, LLC 0.97% 6,693,783 $67.0M
6 2Xideas AG 0.85% 437,469 $2.2M
7 Dodge & Cox 0.81% 146,539,663 $1.47B
8 Acumen Wealth Advisors, LLC 0.78% 291,363 $2.9M
9 Abc Arbitrage SA 0.63% 477,377 $4.8M
10 Third View Private Wealth, LLC 0.50% 362,422 $3.6M
11 Arlington Partners LLC 0.48% 24,246 $243K
12 Scharf Investments, LLC 0.35% 1,150,750 $11.5M
13 Clearbridge Investments, LLC 0.28% 31,718,725 $317.5M
14 Cidel Asset Management Inc 0.26% 473,692 $4.7M
15 SmartHarvest Portfolios, LLC 0.26% 61,774 $618K
16 Future Fund LLC 0.24% 69,250 $693K
17 Yoffe Investment Management, LLC 0.22% 17,073 $171K
18 Drive Wealth Management, LLC 0.21% 98,513 $986K
19 Harris Associates L P 0.20% 15,032,041 $150.5M
20 Heritage Family Offices, LLP 0.19% 43,689 $437K
21 Torrey Growth & Income Advisors 0.19% 45,434 $456K
22 Seed Wealth Management, Inc. 0.18% 26,580 $266K
23 Baker Tilly Wealth Management, LLC 0.18% 74,606 $747K
24 Larry Mathis Financial Planning, LLC 0.18% 19,784 $198K
25 Archford Capital Strategies, LLC 0.17% 150,995 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Haleon plc (HLN)

What does the Smart Money Trend signal show for HLN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added HLN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HLN?

Slight buying edge — 55% buying: Last quarter: 304 funds bought or added vs 252 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLN holders?

Elite ownership — 74% AUM from top-100 funds: 48 of 615 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in HLN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLN?

56% of holders stayed for 2+ years: 348 out of 616 hedge funds have held HLN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Haleon plc (HLN) following the 2026 Q1 hedge fund 13F filings?

As of today, HLN has moved +1.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +6.0% for the XLV sector ETF — an outperformance of -4.1%. Since the quarter end (March 31, 2026), HLN has gained -8.8% vs +4.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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