undamentalytics Newsletter

Haleon plc: which funds bought and sold

Institutions that bought and sold Haleon shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 289 institutions that filed 13F reports for both quarters added to or opened positions in Haleon, and 270 cut or closed them. Together they added a net 20.6M shares, +3.6% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 20.3M shares (+5.3%); index fund managers were net sellers of 2.2M shares (−20.1%). 77 opened a new position and 57 sold out entirely.

Bought, Q2 2026 289 institutions, 77 of them new holders Sold, Q2 2026 270 institutions, 57 of them sold out
Net change, all compared +20.6M shares (+3.6%)
Net change, active managers +20.3M shares (+5.3%), 28 bought, 22 sold

Buyers versus sellers

institutions compared, 684
Active managers and hedge funds 28 bought · 22 sold · +20.3M
Index fund managers 2 bought · 4 sold · −2.2M
Other institutions 259 bought · 244 sold · +2.5M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager +7.0M +6.2% 121.0M $1.1B
Nuveen, LLC +6.6M +76.3% 15.3M $143M
First Eagle Investment Management, LLC Active manager +4.4M +109.5% 8.4M $78.8M
Dodge & Cox Active manager +3.4M +2.3% 149.9M $1.4B
Voloridge Investment Management, LLC Hedge fund +3.1M +186.9% 4.8M $44.6M
Point72 Asset Management, L.P. Hedge fund +2.7M +40.9% 9.3M $86.4M
Jpmorgan Chase & Co +2.5M +30.7% 10.8M $101M
D. E. Shaw & Co., Inc. Hedge fund +2.3M +1107.9% 2.5M $23.6M
Harris Associates L P Active manager +1.8M +12.0% 16.8M $157M
Night Squared LP +1.7M New position 1.7M $16.1M
Jane Street Group, LLC +1.4M +60.1% 3.7M $34.2M
Raymond James Financial Inc +1.0M +16.2% 7.3M $67.9M
Millennium Management LLC Hedge fund +932K New position 932K $8.7M
Wells Fargo & Company +902K +22.4% 4.9M $45.9M
WCM Investment Management, LLC Active manager +898K +52.1% 2.6M $24.5M
Tudor Investment Corp Et Al Hedge fund +763K New position 763K $7.1M
Darwins River Capital, LP +676K New position 676K $6.3M
Bank Of New York Mellon Corp +676K +26.0% 3.3M $30.5M
Citadel Advisors LLC Hedge fund +661K +66.0% 1.7M $15.5M
Goodman Financial Corp +655K +57.1% 1.8M $16.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Sculptor Capital LP Hedge fund −5.3M Sold out 0 —
Rockefeller Capital Management L.P. −5.0M −97.6% 122K $1.1M
Natixis Advisors, LLC −2.5M −27.7% 6.7M $62.1M
Jones Financial Companies LLLP −2.0M −21.7% 7.1M $65.8M
Wellington Management Group LLP Active manager −1.6M −32.2% 3.3M $30.5M
Van Eck Associates Corp −1.5M −33.3% 3.1M $28.9M
Blackrock, Inc. Index funds −1.3M −24.3% 4.0M $37.1M
Northern Trust Corp Index funds −916K −18.8% 4.0M $37M
Tidal Investments LLC −779K −66.6% 390K $3.6M
Envestnet Asset Management Inc −759K −10.8% 6.3M $58.6M
Goldman Sachs Group Inc −733K −12.0% 5.4M $50.3M
Principal Financial Group Inc −679K −24.2% 2.1M $19.8M
Qube Research & Technologies Ltd Hedge fund −673K Sold out 0 —
Scharf Investments, LLC −665K −57.8% 485K $4.5M
Aristotle Capital Management, LLC Active manager −573K −7.5% 7.1M $66.2M
Jtc Employer Solutions Trustee Ltd −560K −34.8% 1.1M $9.8M
Sei Investments Co −528K −41.1% 757K $7.1M
Arrowstreet Capital, Limited Partnership Hedge fund −493K −3.4% 14.2M $132M
HRT Financial LP −418K −38.0% 682K $6.4M
Grantham, Mayo, Van Otterloo & Co. LLC Active manager −412K −21.7% 1.5M $13.9M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Night Squared LP 1.7M $16.1M
Millennium Management LLCHedge fund 932K $8.7M
Tudor Investment Corp Et AlHedge fund 763K $7.1M
Darwins River Capital, LP 676K $6.3M
Bridgewater Associates, LPHedge fund 403K $3.8M
Schonfeld Strategic Advisors LLCHedge fund 364K $3.4M
Engineers Gate Manager LPHedge fund 200K $1.9M
Squarepoint Ops LLCHedge fund 127K $1.2M
Havemeyer Place LP 124K $1.2M
Exoduspoint Capital Management, LPHedge fund 98K $918,380

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Sculptor Capital LPHedge fund 5.3M $53.1M
Qube Research & Technologies LtdHedge fund 673K $6.7M
Trexquant Investment LPHedge fund 240K $2.4M
Wcg Wealth Advisors LLC 105K $1M
Old Mission Capital LLC 102K $1M
Calamos Advisors LLCActive manager 97K $968,728
Y-Intercept (Hong Kong) Ltd 94K $939,158
Lester Murray Antman Dba Simplyrich 66K $658,000
Campbell & Co Investment Adviser LLC 64K $643,383
Tempus Wealth Planning, LLC 55K $548,341

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
636
Ten largest holders
68.2%
of 13F-reported shares
Index fund managers
1.5%
of 13F-reported shares
Active managers and hedge funds
67.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 28 22 11 5 +20.3M +5.3%
Index fund managers 2 4 0 0 −2.2M −20.1%
Other institutions 259 244 66 52 +2.5M +1.4%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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