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Of the 15 tracked institutions holding HLN, 9 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +1.9pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, HLN (HALEON PLC) is held with a combined value of $1.49B across 159,625,636 shares. The largest holder is FMR LLC with a position worth $1.13B (0.05% of their portfolio). 4 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$1.49B
Total Shares Held
159,625,636
Institutional Holders
15
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | FMR LLC | $1.13B | 0.05% | +6.2% |
| 2 | HARRIS ASSOCIATES L P | $157.05M | 0.21% | +12.0% |
| 3 | Point72 Asset Management, L.P. | $86.44M | 0.13% | +40.9% |
| 4 | BlackRock, Inc. | $37.11M | 0.00% | -24.3% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $30.54M | 0.01% | -32.2% |
| 6 | CITADEL ADVISORS LLC | $15.52M | 0.01% | +66.0% |
| 7 | Grantham, Mayo, Van Otterloo & Co. LLC | $13.86M | 0.03% | -21.7% |
| 8 | MILLENNIUM MANAGEMENT LLC | $8.70M | 0.01% | New |
| 9 | Bridgewater Associates, LP | $3.76M | 0.02% | New |
| 10 | AQR CAPITAL MANAGEMENT LLC | $3.20M | 0.00% | +73.4% |
| 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 $1.13B, representing 0.05% of their portfolio. In total, 15 institutional investors hold HLN with a combined value of $1.49B.
In the most recent quarter, 4 funds opened a new position in HLN. Additionally, 7 increased their holdings and 4 reduced their positions.
Institutional investors hold $1.49B worth of HLN stock across 15 positions. The largest institutional holder is FMR LLC with $1.13B 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
$8.80
2026-10-02
YTD
-12.0%
4% of 52-week range