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Of the 11 tracked institutions holding HLN, 6 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +2.4pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, HLN (HALEON PLC) is held with a combined value of $1.49B across 149,171,468 shares. The largest holder is FMR LLC with a position worth $1.14B (0.06% of their portfolio). HARRIS ASSOCIATES L P opened a new position in the most recent quarter. 6 funds increased their holdings. 3 funds reduced their position.
Total Institutional Value
$1.49B
Total Shares Held
149,171,468
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.14B | 0.06% | +5.6% |
| 2 | HARRIS ASSOCIATES L P | $150.47M | 0.20% | New |
| 3 | Point72 Asset Management, L.P. | $65.81M | 0.11% | +38.7% |
| 4 | BlackRock, Inc. | $52.56M | 0.00% | +5.4% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $48.33M | 0.01% | -3.3% |
| 6 | Grantham, Mayo, Van Otterloo & Co. LLC | $19.00M | 0.05% | +18.7% |
| 7 | CITADEL ADVISORS LLC | $10.03M | 0.01% | -86.6% |
| 8 | Fisher Asset Management, LLC | $3.27M | 0.00% | +3.9% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $1.98M | 0.00% | +31.9% |
| 10 | Tweedy, Browne Co LLC | $728.23K | 0.06% | -4.9% |
| Member | Type | Date |
|---|---|---|
| Valerie Hoyle | Sell | Sep 23, 2025 |
| Lisa McClain | Sell | Jul 10, 2025 |
| Lisa McClain | Buy | Jun 24, 2025 |
| Josh Gottheimer | Sell |
As of the latest SEC 13F filings, FMR LLC is the largest institutional holder of HLN with a position worth $1.14B, representing 0.06% of their portfolio. In total, 11 institutional investors hold HLN with a combined value of $1.49B.
In the most recent quarter, 1 fund opened a new position in HLN. Additionally, 6 increased their holdings and 3 reduced their positions.
Institutional investors hold $1.49B worth of HLN stock across 11 positions. The largest institutional holder is FMR LLC with $1.14B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For HLN, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their HLN positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Apr 9, 2025 |
| Valerie Hoyle | Buy | Oct 29, 2024 |
| Josh Gottheimer | Sell | Jun 21, 2024 |
| Josh Gottheimer | Buy | May 20, 2024 |
Last Close
$9.78
2026-07-24
YTD
-2.2%
42% of 52-week range