HLN Institutional Ownership
Haleon plc
1W: -1.0%
1M: +9.8%
3M: -2.0%
YTD: +0.7%
1Y: +8.9%
3Y: +27.0%
$10.08
-0.12 (-1.18%)
Weekly Expected Move ±3.8%
$9
$10
$10
$11
$11
Credit Risk of going bust: lower than 82% of companies Debt: 19.8% of company value Bonds: none of note held by US funds details ▾
If the stock fell to about $0.16 (down 98%), Haleon plc would be worth roughly what it owes.
Total debt $10.92B against a stock market value of $44.33B.
Distance to default 10.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.68B (short-term plus half of long-term), stock volatility 23.4%; Altman Z'' 3.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Total debt $10.92B against a stock market value of $44.33B.
Distance to default 10.04 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $6.68B (short-term plus half of long-term), stock volatility 23.4%; Altman Z'' 3.98. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
Overview
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Dark Pool
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Institutional Ownership — HLN
707
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$5B
Total Invested
89
New Positions
216
Increased
273
Reduced
58
Closed
0.67
Put/Call Ratio
Ownership Trends
Top Institutional Holders (769 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dodge & Cox | 149,934,507 | $1.5B | +3,394,844 | +2.3% | 16Q | SEC ↗ |
| 2 | FMR LLC | 120,991,250 | $1.2B | +7,022,091 | +6.2% | 16Q | SEC ↗ |
| 3 | Clearbridge Investments, LLC | 32,342,126 | $326M | +623,401 | +2.0% | 16Q | SEC ↗ |
| 4 | MORGAN STANLEY | 19,461,762 | $196M | +295,509 | +1.5% | 16Q | SEC ↗ |
| 5 | HARRIS ASSOCIATES L P | 16,833,252 | $170M | +1,801,211 | +12.0% | 2Q | SEC ↗ |
| 6 | Harding Loevner LP | 15,414,796 | $155M | -297,754 | -1.9% | 14Q | SEC ↗ |
| 7 | Nuveen, LLC | 15,332,859 | $155M | +6,633,766 | +76.3% | 6Q | SEC ↗ |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 14,181,817 | $143M | -492,701 | -3.4% | 4Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 10,850,097 | $109M | -84,131 | -0.8% | 15Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 10,824,395 | $109M | +2,544,927 | +30.7% | 16Q | SEC ↗ |
| 11 | Point72 Asset Management, L.P. | 9,264,255 | $93M | +2,690,217 | +40.9% | 7Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 7,278,875 | $73M | +1,014,834 | +16.2% | 7Q | SEC ↗ |
| 13 | NORGES BANK NEW | 7,175,000 | $72M | — | +0.0% | 1Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 7,116,095 | $72M | -1,970,433 | -21.7% | 15Q | SEC ↗ |
| 15 | Aristotle Capital Management, LLC | 7,090,436 | $71M | -573,078 | -7.5% | 16Q | SEC ↗ |
| 16 | Douglas Lane & Associates, LLC | 6,692,390 | $67M | -1,393 | -0.0% | 16Q | SEC ↗ |
| 17 | NATIXIS ADVISORS, LLC | 6,652,349 | $67M | -2,545,950 | -27.7% | 16Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 6,276,154 | $63M | -758,624 | -10.8% | 16Q | SEC ↗ |
| 19 | GOLDMAN SACHS GROUP INC | 5,394,442 | $54M | -733,010 | -12.0% | 15Q | SEC ↗ |
| 20 | WELLS FARGO & COMPANY/MN | 4,924,330 | $50M | +901,581 | +22.4% | 16Q | SEC ↗ |
| 21 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4,783,989 | $48M | +3,116,495 | +186.9% | 7Q | SEC ↗ |
| 22 | Bank Julius Baer & Co. Ltd, Zurich | 4,481,615 | $45M | +125,239 | +2.9% | 7Q | SEC ↗ |
| 23 | First Eagle Investment Management, LLC | 4,224,856 | $43M | +192,213 | +4.8% | 16Q | SEC ↗ |
| 24 | BlackRock, Inc. | 3,977,539 | $40M | -1,273,418 | -24.3% | 8Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 3,965,011 | $40M | -916,326 | -18.8% | 16Q | SEC ↗ |
| 26 | CIBC Bancorp USA Inc. | 3,856,063 | $39M | -97,450 | -2.5% | 2Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 3,669,116 | $37M | +1,377,348 | +60.1% | 12Q | SEC ↗ |
| 28 | ROYAL BANK OF CANADA | 3,385,489 | $34M | +321,573 | +10.5% | 16Q | SEC ↗ |
| 29 | WELLINGTON MANAGEMENT GROUP LLP | 3,273,583 | $33M | -1,555,065 | -32.2% | 12Q | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 3,272,543 | $33M | +676,089 | +26.0% | 16Q | SEC ↗ |
| 31 | VAN ECK ASSOCIATES CORP | 3,095,451 | $31M | -1,543,986 | -33.3% | 15Q | SEC ↗ |
| 32 | WCM INVESTMENT MANAGEMENT, LLC | 2,623,246 | $26M | +898,187 | +52.1% | 13Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 2,604,559 | $26M | +422,651 | +19.4% | 16Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 2,525,293 | $25M | +2,316,228 | +1107.9% | 2Q | SEC ↗ |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 2,124,667 | $21M | -678,863 | -24.2% | 3Q | SEC ↗ |
| 36 | LPL Financial LLC | 2,036,156 | $21M | +286,069 | +16.3% | 16Q | SEC ↗ |
| 37 | Goodman Financial Corp | 1,803,127 | $18M | +655,468 | +57.1% | 2Q | SEC ↗ |
| 38 | Night Squared LP NEW | 1,726,555 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 39 | CLARK ESTATES INC/NY | 1,700,000 | $17M | +300,000 | +21.4% | 16Q | SEC ↗ |
| 40 | CITADEL ADVISORS LLC | 1,663,132 | $17M | +661,267 | +66.0% | 16Q | SEC ↗ |
| 41 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,562,134 | $16M | -21,596 | -1.4% | 16Q | SEC ↗ |
| 42 | CITIGROUP INC | 1,507,538 | $15M | +177,604 | +13.4% | 16Q | SEC ↗ |
| 43 | Grantham, Mayo, Van Otterloo & Co. LLC | 1,486,022 | $15M | -411,672 | -21.7% | 11Q | SEC ↗ |
| 44 | FRANKLIN RESOURCES INC | 1,295,541 | $13M | -229,491 | -15.0% | 16Q | SEC ↗ |
| 45 | Janney Montgomery Scott LLC | 1,254,616 | $13M | +190,923 | +17.9% | 16Q | SEC ↗ |
| 46 | Quantinno Capital Management LP | 1,151,189 | $12M | -70,310 | -5.8% | 15Q | SEC ↗ |
| 47 | UBS Group AG | 1,124,074 | $11M | +27,951 | +2.5% | 16Q | SEC ↗ |
| 48 | ABC ARBITRAGE SA | 1,109,295 | $11M | +631,918 | +132.4% | 6Q | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 1,108,033 | $11M | +68,356 | +6.6% | 16Q | SEC ↗ |
| 50 | MANUFACTURERS LIFE INSURANCE COMPANY, | 1,101,870 | $11M | -29,533 | -2.6% | 10Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 7,175,000 | $72M |
| Night Squared LP | 1,726,555 | $17M |
| MILLENNIUM MANAGEMENT LLC | 932,186 | $9M |
| TUDOR INVESTMENT CORP ET AL | 762,877 | $8M |
| Sixth Street Partners Management Co | 702,611 | $7M |
| Darwins River Capital, LP | 676,329 | $7M |
| Bridgewater Associates, LP | 403,127 | $4M |
| Schonfeld Strategic Advisors LLC | 363,872 | $4M |
| Engineers Gate Manager LP | 200,344 | $2M |
| Squarepoint Ops LLC | 127,143 | $1M |
| Havemeyer Place LP | 124,409 | $1M |
| ExodusPoint Capital Management, LP | 98,433 | $992K |
| TWO SIGMA INVESTMENTS, LP | 83,638 | $843K |
| WINTON GROUP Ltd | 53,000 | $534K |
| Caprock Group, LLC | 48,140 | $485K |
| LSV ASSET MANAGEMENT | 41,800 | $421K |
| First Affirmative Financial Network | 40,028 | $403K |
| Advisors Preferred, LLC | 36,961 | $373K |
| Meadowbrook Advisors Group, LLC | 36,003 | $363K |
| Magnetar Financial LLC | 28,201 | $284K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sculptor Capital LP | 5,300,868 | $53M |
| Optiver Holding B.V. | 1,196,795 | $12M |
| Heathbridge Capital Management Ltd. | 1,050,050 | $11M |
| LMR Partners LLP | 900,000 | $9M |
| Qube Research & Technologies Ltd | 673,294 | $7M |
| Balyasny Asset Management L.P. | 665,634 | $7M |
| Transmarket Holdings LP | 656,505 | $7M |
| Farringdon Capital, Ltd. | 539,640 | $5M |
| SG Americas Securities, LLC | 521,539 | $5M |
| DRW Securities, LLC | 445,055 | $4M |
| Trexquant Investment LP | 240,252 | $2M |
| WCG Wealth Advisors LLC | 104,689 | $1M |
| OLD MISSION CAPITAL LLC | 102,334 | $1M |
| Calamos Advisors LLC | 96,776 | $976K |
| Y-Intercept (Hong Kong) Ltd | 93,822 | $946K |
| Aquatic Capital Management LLC | 87,487 | $882K |
| Lester Murray Antman dba SimplyRich | 65,763 | $663K |
| Campbell & CO Investment Adviser LL | 64,274 | $648K |
| Tempus Wealth Planning, LLC | 54,779 | $552K |
| HighPoint Advisor Group LLC | 54,206 | $546K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +7,022,091 | +6.2% | 120,991,250 |
| Nuveen, LLC | +6,633,766 | +76.3% | 15,332,859 |
| Dodge & Cox | +3,394,844 | +2.3% | 149,934,507 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +3,116,495 | +186.9% | 4,783,989 |
| Point72 Asset Management, L.P. | +2,690,217 | +40.9% | 9,264,255 |
| JPMORGAN CHASE & CO | +2,544,927 | +30.7% | 10,824,395 |
| D. E. Shaw & Co., Inc. | +2,316,228 | +1107.9% | 2,525,293 |
| HARRIS ASSOCIATES L P | +1,801,211 | +12.0% | 16,833,252 |
| JANE STREET GROUP, LLC | +1,377,348 | +60.1% | 3,669,116 |
| RAYMOND JAMES FINANCIAL INC | +1,014,834 | +16.2% | 7,278,875 |
| WELLS FARGO & COMPANY/MN | +901,581 | +22.4% | 4,924,330 |
| WCM INVESTMENT MANAGEMENT, LLC | +898,187 | +52.1% | 2,623,246 |
| Bank of New York Mellon Corp | +676,089 | +26.0% | 3,272,543 |
| CITADEL ADVISORS LLC | +661,267 | +66.0% | 1,663,132 |
| Goodman Financial Corp | +655,468 | +57.1% | 1,803,127 |
| CAPITAL FUND MANAGEMENT S.A. | +633,386 | +150.4% | 1,054,437 |
| ABC ARBITRAGE SA | +631,918 | +132.4% | 1,109,295 |
| Clearbridge Investments, LLC | +623,401 | +2.0% | 32,342,126 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM | +550,795 | +247.3% | 773,503 |
| Quadrature Capital Ltd | +460,302 | +928.7% | 509,864 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Rockefeller Capital Management L.P. | -4,981,110 | -97.6% | 122,399 |
| NATIXIS ADVISORS, LLC | -2,545,950 | -27.7% | 6,652,349 |
| JONES FINANCIAL COMPANIES LLLP | -1,970,433 | -21.7% | 7,116,095 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,555,065 | -32.2% | 3,273,583 |
| VAN ECK ASSOCIATES CORP | -1,543,986 | -33.3% | 3,095,451 |
| BlackRock, Inc. | -1,273,418 | -24.3% | 3,977,539 |
| NORTHERN TRUST CORP | -916,326 | -18.8% | 3,965,011 |
| Tidal Investments LLC | -779,210 | -66.6% | 390,259 |
| ENVESTNET ASSET MANAGEMENT INC | -758,624 | -10.8% | 6,276,154 |
| GOLDMAN SACHS GROUP INC | -733,010 | -12.0% | 5,394,442 |
| PRINCIPAL FINANCIAL GROUP INC | -678,863 | -24.2% | 2,124,667 |
| Scharf Investments, LLC | -665,499 | -57.8% | 485,251 |
| Aristotle Capital Management, LLC | -573,078 | -7.5% | 7,090,436 |
| JTC Employer Solutions Trustee Ltd | -559,814 | -34.8% | 1,050,907 |
| SEI INVESTMENTS CO | -528,005 | -41.1% | 757,480 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | -492,701 | -3.4% | 14,181,817 |
| HRT FINANCIAL LP | -417,909 | -38.0% | 682,281 |
| Grantham, Mayo, Van Otterloo & Co. | -411,672 | -21.7% | 1,486,022 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | -344,916 | -62.3% | 208,336 |
| Harding Loevner LP | -297,754 | -1.9% | 15,414,796 |