Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Haleon plc (HLN)

631 + 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
↑ +22
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — HLN

Based on 640 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
640 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 — +4% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

303 buying287 selling
Last quarter: 303 funds bought or added vs 287 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: 75 → 97 → 95 → 94. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
366 out of 640 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.
➡️

Steady discovery — ~94 new funds/quarter

92 → 75 → 97 → 95 → 94 new funds/Q
New funds entering each quarter: 75 → 97 → 95 → 94. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 644 holders: 391 (61%) are 2+ year veterans, 83 entered 1–2 years ago, and 170 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 75% AUM from top-100 funds

75% from top-100 AUM funds
53 of 639 holders are among the 100 largest funds by AUM, controlling 75% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q2, 303 hedge funds were net buyers of HLN (94 opened a new position, 209 added to an existing one), while 287 reduced or exited (215 trimmed, 72 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 75% of total institutional value in HLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 640.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: HLN
631 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 631 618 2.1%
13F Shares 591M 555M 6.52%
Total Value $5.42B $5.37B 0.95%
New Positions 91 95 -4
Increased Positions 206 210 -4
Closed Positions 77 78 -1
Reduced Positions 212 174 +38
Total Calls 3 2 50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 0.33 1.0 Bullish

Statistics: HLN

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Institutional Holders (2026 Q2)

631 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Clark Estates Inc/Ny 3.66% 1,700,000 $15.9M
2 Darwins River Capital, LP 3.46% 676,329 $6.3M
3 Goodman Financial Corp 2.60% 1,803,127 $16.8M
4 Night Squared LP 1.73% 1,726,555 $16.1M
5 Harding Loevner LP 1.39% 15,414,796 $147.8M
6 Abc Arbitrage SA 1.12% 1,109,295 $10.3M
7 Douglas Lane & Associates, LLC 0.85% 6,692,390 $62.4M
8 2Xideas AG 0.74% 370,389 $1.7M
9 Dodge & Cox 0.73% 149,934,507 $1.40B
10 Arlington Partners LLC 0.50% 29,826 $278K
11 Third View Private Wealth, LLC 0.47% 412,429 $3.8M
12 GAM Holding AG 0.29% 330,494 $3.3M
13 SmartHarvest Portfolios, LLC 0.29% 94,892 $885K
14 Clearbridge Investments, LLC 0.25% 32,342,126 $301.8M
15 R Squared Ltd 0.25% 50,307 $469K
16 Harris Associates L P 0.21% 16,833,252 $157.1M
17 MQS Management LLC 0.21% 18,222 $170K
18 Cidel Asset Management Inc 0.19% 423,205 $3.9M
19 Voloridge Investment Management, LLC 0.19% 4,783,989 $44.6M
20 Future Fund LLC 0.19% 70,144 $654K
21 Yoffe Investment Management, LLC 0.18% 17,073 $159K
22 Meadowbrook Advisors Group, LLC 0.18% 36,003 $336K
23 Larry Mathis Financial Planning, LLC 0.16% 21,184 $198K
24 Seed Wealth Management, Inc. 0.16% 26,580 $248K
25 Scharf Investments, LLC 0.15% 485,251 $4.5M
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 — 3 quarters in a row: For 3 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 — 51% buying: Last quarter: 303 funds bought or added vs 287 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 — 75% AUM from top-100 funds: 53 of 639 holders are among the 100 largest funds by AUM, controlling 75% 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?

57% of holders stayed for 2+ years: 366 out of 640 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.

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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