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Hain Celestial

352 hedge funds and large institutions have $3.89B invested in Hain Celestial in 2017 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 104 increasing their positions, 125 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $134M | Put options by funds: $69.4M

4% more capital invested

Capital invested by funds: $3.75B → $3.89B (+$146M)

1.92% less ownership

Funds ownership: 93.15%91.23% (-1.9%)

4% less funds holding

Funds holding: 365352 (-13)

14% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 64

17% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 125

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
352
Holders Change
-13
Holders Change %
-3.56%
% of All Funds
8.77%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.15%
New
55
Increased
104
Reduced
125
Closed
64
Calls
$134M
Puts
$69.4M
Net Calls
+$64.4M
Net Calls Change
+$41.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$45K +$45.4K +1,099 New
IWM
302
IHT Wealth Management
Illinois
$30K -$6.03K -146 -16%
Northwestern Mutual Wealth Management
303
Northwestern Mutual Wealth Management
Wisconsin
$29K +$12.6K +304 +78%
CFG
304
Citizens Financial Group
Rhode Island
$26K -$20K -484 -43%
EA
305
Edge Advisors
Georgia
$22K -$8.72K -211 -28%
CTC
306
Central Trust Company
Missouri
$22K
SQA
307
Simon Quick Advisors
New Jersey
$21K
VCM
308
Versant Capital Management
Arizona
$20K -$455 -11 -2%
SPIA
309
Steward Partners Investment Advisory
New York
$18K
GAM
310
Gemmer Asset Management
California
$17K
TIM
311
Tortoise Investment Management
New York
$16K
BBHC
312
Brown Brothers Harriman & Co
New York
$16K +$16.5K +400 New
WCBA
313
Weaver C. Barksdale & Associates
Tennessee
$15K -$3.47K -84 -19%
PRS
314
Pinkerton Retirement Specialists
Idaho
$15K
Victory Capital Management
315
Victory Capital Management
Texas
$15K
WAM
316
Wealthspire Advisors (Maryland)
Maryland
$14K +$992 +24 +8%
FAM
317
Fred Alger Management
New York
$13K -$12.1K -293 -49%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$13K -$9.34K -226 -42%
ASN
319
Advisory Services Network
Georgia
$12K
GAM
320
Guinness Asset Management
United Kingdom
$11K
NFG
321
Next Financial Group
Texas
$11K +$2.73K +66 +33%
OAM
322
Oppenheimer Asset Management
New York
$10K -$32.4K -784 -77%
GRP
323
Global Retirement Partners
California
$10K +$83 +2 +0.8%
Carson Wealth (CWM LLC)
324
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.3K +250 New
First Manhattan
325
First Manhattan
New York
$10K +$10.9K +263 New

HAIN Hedge Fund Activity: Q3 2017 in Review

352 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Hain Celestial (HAIN) for Q3 2017, worth a combined $3.89B — up 3.9% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of HAIN and 55 opened new positions — a net loss of 9 holders — while 125 trimmed existing stakes and 104 added.

The largest buyer was Engaged Capital, adding an estimated $95.5M. The largest seller was Credit Suisse, cutting an estimated $85.8M.

  • 352 institutional investors held Hain Celestial (HAIN) as of Q3 2017, down from 365 in Q2 2017.
  • Funds reported $3.89B of Hain Celestial stock for Q3 2017, up 3.9% quarter-over-quarter.
  • 55 funds opened new Hain Celestial positions in Q3 2017 and 64 closed out, a net change of -9 holders.
  • The largest Hain Celestial buyer in Q3 2017 was Engaged Capital, an estimated $95.5M added.
  • The largest Hain Celestial seller in Q3 2017 was Credit Suisse, an estimated $85.8M sold.

Based on aggregated 13F filings for Q3 2017.