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Hain Celestial

328 hedge funds and large institutions have $3.96B invested in Hain Celestial in 2020 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 90 increasing their positions, 113 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

406% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.37M

64% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 36

15% more capital invested

Capital invested by funds: $3.43B → $3.96B (+$527M)

6% more funds holding

Funds holding: 308328 (+20)

0.29% less ownership

Funds ownership: 98.16%97.87% (-0.29%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

20% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 113

Holders
328
Holders Change
+20
Holders Change %
+6.49%
% of All Funds
5.8%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
59
Increased
90
Reduced
113
Closed
36
Calls
$22.1M
Puts
$4.37M
Net Calls
+$17.7M
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
251
Contravisory Investment Management
Massachusetts
$192K -$25.9K -711 -13%
FMT
252
First Mercantile Trust
Tennessee
$192K -$13.8K -380 -7%
WT
253
Whittier Trust
California
$176K
AAM
254
Advisors Asset Management
Colorado
$133K +$121K +3,321 New
KCM
255
Kathmere Capital Management
Pennsylvania
$125K
UFF
256
USA Financial Formulas
Michigan
$112K -$404K -11,109 -80%
FBT
257
First Bank & Trust
South Dakota
$95K +$182 +5 +0.2%
EW
258
Evoke Wealth
California
$93K
SBL
259
Sargent Bickham Lagudis
Colorado
$92K
PAM
260
Panagora Asset Management
Massachusetts
$86K
FA
261
Fortis Advisors
Pennsylvania
$80K
LGA
262
Lebenthal Global Advisors
New York
$67K +$61.4K +1,688 New
Fidelity Investments
263
Fidelity Investments
Massachusetts
$62K -$678K -18,643 -92%
NICM
264
Neo Ivy Capital Management
New York
$44K +$40.3K +1,108 New
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$41K +$6K +165 +20%
PCG
266
Private Capital Group
Connecticut
$39K
QCG
267
Quadrant Capital Group
Ohio
$36K +$13K +357 +67%
AFG
268
Albion Financial Group
Utah
$36K +$32.7K +900 New
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$34K -$107K -2,933 -78%
HNB
270
Huntington National Bank
Ohio
$33K
PK
271
Pflug Koory
Nebraska
$32K -$95.5K -2,625 -77%
TCOV
272
Trust Company of Vermont
Vermont
$29K
ASN
273
Advisory Services Network
Georgia
$29K +$1.09K +30 +4%
S
274
SignatureFD
Georgia
$27K +$2.25K +62 +10%
CTC
275
Central Trust Company
Missouri
$25K

HAIN Hedge Fund Activity: Q4 2020 in Review

328 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Hain Celestial (HAIN) for Q4 2020, worth a combined $3.96B — up 15% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new HAIN positions and 36 closed out — a net gain of 23 holders — while 90 added to existing stakes and 113 trimmed.

The largest buyer was DZ Bank, adding an estimated $22.5M. The largest seller was Soros Fund Management, cutting an estimated $84.2M.

  • 328 institutional investors held Hain Celestial (HAIN) as of Q4 2020, up from 308 in Q3 2020.
  • Funds reported $3.96B of Hain Celestial stock for Q4 2020, up 15% quarter-over-quarter.
  • 59 funds opened new Hain Celestial positions in Q4 2020 and 36 closed out, a net change of +23 holders.
  • The largest Hain Celestial buyer in Q4 2020 was DZ Bank, an estimated $22.5M added.
  • The largest Hain Celestial seller in Q4 2020 was Soros Fund Management, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2020.