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Hain Celestial
HAIN

233 hedge funds and large institutions have $852M invested in Hain Celestial in 2023 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1.93% more ownership

Funds ownership: 89.94% → 91.87% (+1.9%)

1% more funds holding

Funds holding: 230 → 233 (+3)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

15% less capital invested

Capital invested by funds: $1.01B → $852M (-$156M)

76% less call options, than puts

Call options by funds: $2.88M | Put options by funds: $12.2M

Holders
233
Holders Change
+3
Holders Change %
+1.3%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
82
Reduced
76
Closed
34
Calls
$2.88M
Puts
$12.2M
Net Calls
-$9.27M
Net Calls Change
-$2.32M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$13.9M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$10.3M
3
SC
Sasco Capital
Connecticut
+$9.43M
4
Prudential Financial
Prudential Financial
New Jersey
+$7.53M
5
Marshall Wace
Marshall Wace
United Kingdom
+$6.64M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$14.3M
2
Ameriprise
Ameriprise
Minnesota
-$11.1M
3
Millennium Management
Millennium Management
New York
-$9.25M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$6.99M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$6.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
201
VisionPoint Advisory Group
Texas
$4.6K +$5.13K +444 New
BF
202
BOK Financial
Oklahoma
$4.42K +$4.62K +400 New
VCM
203
Versant Capital Management
Arizona
$4.29K -$1.62K -140 -25%
AF
204
Allworth Financial
California
$4.28K +$3.38K +293 +244%
TC
205
Truvestments Capital
Florida
$3.72K – – –
AFG
206
Albion Financial Group
Utah
$3.11K – – –
EWA
207
EverSource Wealth Advisors
Alabama
$3.11K +$1.16K +100 +50%
FHA
208
First Horizon Advisors
Tennessee
$2.85K – – –
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$2.72K – – –
SPIA
210
Steward Partners Investment Advisory
New York
$2.07K – – –
LC
211
Lindbrook Capital
California
$2K +$2.23K +193 New
CT
212
Caldwell Trust
Florida
$1.34K – – –
WT
213
Washington Trust
Rhode Island
$1.32K +$46 +4 +3%
BIA
214
Bell Investment Advisors
California
$1.3K +$497 +43 +52%
HNB
215
Huntington National Bank
Ohio
$1.3K +$1.44K +125 New
MPWT
216
MassMutual Private Wealth & Trust
Connecticut
$1.06K +$1.18K +102 New
LB
217
Legacy Bridge
Iowa
$1.02K – – –
BAAM
218
Baker Avenue Asset Management
California
$757 +$220 +19 +35%
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$674 – – –
GWMIA
220
Global Wealth Management Investment Advisory
Florida
$622 – – –
EARNEST Partners
221
EARNEST Partners
Georgia
$570 – – –
PWMG
222
Prestige Wealth Management Group
New Jersey
$405 – – –
JWA
223
JFS Wealth Advisors
Pennsylvania
$405 +$127 +11 +39%
GWS
224
Glassman Wealth Services
Virginia
$404 +$324 +28 +255%
PA
225
Parallel Advisors
California
$321 +$300 +26 +520%
7 8
9
10 11

HAIN Hedge Fund Activity: Q3 2023 in Review

233 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Hain Celestial (HAIN) for Q3 2023, worth a combined $852M — down 15% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HAIN positions and 34 closed out — a net gain of 6 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $13.9M. The largest seller was JP Morgan Chase, cutting an estimated $14.3M.

  • 233 institutional investors held Hain Celestial (HAIN) as of Q3 2023, up from 230 in Q2 2023.
  • Funds reported $852M of Hain Celestial stock for Q3 2023, down 15% quarter-over-quarter.
  • 40 funds opened new Hain Celestial positions in Q3 2023 and 34 closed out, a net change of +6 holders.
  • The largest Hain Celestial buyer in Q3 2023 was Morgan Stanley, an estimated $13.9M added.
  • The largest Hain Celestial seller in Q3 2023 was JP Morgan Chase, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2023.