Haleon (HLN)

• Market cap: $43.8B
• 1 day: -0.10%
• 5 days: -0.31%
• 1 month: 2.22%
• 3 months: -7.89%
• 6 months: 13.73%
• Year to date: 17.74%
• 1 year: 19.78%
• 5 years: 29.20%
• 10 years: 29.20%

About: Haleon is one of the largest consumer health companies in the world. Formed by a combination of consumer health divisions of GSK, Pfizer, and Novartis, Haleon separated from GSK and went public in July 2022. The firm generates 60% of sales from global power brands including Sensodyne, Advil, Centrum, and Poligrip, that play in many geographies and are often leaders in their respective categories. It also has a number of local brands, including Emergen-C, Eno, Tums, and Caltrate, that are more tailored to regional needs and have strong local brand equity. Overall, Haleon's brands tackle a variety of silos within consumer health including oral care, digestive health, pain relief, and nutrition.

Employees: 24,622

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

920% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $180K

100% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 2 (+1) [Q3]

25% more capital invested

Capital invested by funds: $4.35B [Q2] → $5.45B (+$1.1B) [Q3]

11% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 64

1% more funds holding

Funds holding: 567 [Q2] → 574 (+7) [Q3]

0.11% less ownership

Funds ownership: 5.77% [Q2] → 5.65% (-0.11%) [Q3]

9% less repeat investments, than reductions

Existing positions increased: 178 | Existing positions reduced: 195