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Hain Celestial

370 hedge funds and large institutions have $5.26B invested in Hain Celestial in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 113 increasing their positions, 139 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

195% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 22

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more call options, than puts

Call options by funds: $45.6M | Put options by funds: $30.4M

12% more capital invested

Capital invested by funds: $4.71B → $5.26B (+$548M)

11% more funds holding

Funds holding: 333370 (+37)

19% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 139

Holders
370
Holders Change
+37
Holders Change %
+11.11%
% of All Funds
9.86%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
65
Increased
113
Reduced
139
Closed
22
Calls
$45.6M
Puts
$30.4M
Net Calls
+$15.1M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$360M +$17.6M +324,892 +6%
Jennison Associates
2
Jennison Associates
New York
$286M -$45.4M -839,668 -15%
Coatue Management
3
Coatue Management
New York
$273M -$4.08M -75,352 -2%
Goldman Sachs
4
Goldman Sachs
New York
$230M -$62.5M -1,156,130 -23%
WRF
5
Waddell & Reed Financial
Kansas
$202M -$26.3M -486,599 -12%
UBS AM
6
UBS AM
Illinois
$188M -$215K -3,969 -0.1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$173M +$115M +2,131,200 +255%
BFA
8
BlackRock Fund Advisors
California
$165M +$201K +3,709 +0.1%
BIT
9
BlackRock Institutional Trust
California
$164M +$304K +5,616 +0.2%
State Street
10
State Street
Massachusetts
$161M +$1.17M +21,537 +0.8%
Victory Capital Management
11
Victory Capital Management
Texas
$138M +$128M +2,360,385 New
First Trust Advisors
12
First Trust Advisors
Illinois
$111M +$68.6M +1,268,041 +201%
American Century Companies
13
American Century Companies
Missouri
$96.8M -$11.3M -208,102 -11%
Lord, Abbett & Co
14
Lord, Abbett & Co
New Jersey
$74.5M +$3.94M +72,758 +6%
FCM
15
Frontier Capital Management
Massachusetts
$67.9M +$23.5M +433,882 +59%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$65.8M +$2.25M +41,606 +4%
Invesco
17
Invesco
Georgia
$62.4M +$3.76M +69,477 +7%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$61.8M -$1.08M -20,000 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$60.7M -$990K -18,297 -2%
Northern Trust
20
Northern Trust
Illinois
$60.5M -$19.7M -364,157 -26%
EAM
21
Eagle Asset Management
Florida
$60.3M -$1.39M -25,671 -2%
Federated Hermes
22
Federated Hermes
Pennsylvania
$53.6M -$255K -4,714 -0.5%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$52.9M +$49M +906,310 +67,635%
CC
24
Cannell & Co
New York
$52M -$4.78M -88,340 -9%
CCI
25
Columbus Circle Investors
$44.2M +$1.7M +31,498 +4%

HAIN Hedge Fund Activity: Q4 2014 in Review

370 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Hain Celestial (HAIN) for Q4 2014, worth a combined $5.26B — up 12% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new HAIN positions and 22 closed out — a net gain of 43 holders — while 113 added to existing stakes and 139 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $128M. The largest seller was Goldman Sachs, cutting an estimated $62.5M.

  • 370 institutional investors held Hain Celestial (HAIN) as of Q4 2014, up from 333 in Q3 2014.
  • Funds reported $5.26B of Hain Celestial stock for Q4 2014, up 12% quarter-over-quarter.
  • 65 funds opened new Hain Celestial positions in Q4 2014 and 22 closed out, a net change of +43 holders.
  • The largest Hain Celestial buyer in Q4 2014 was Victory Capital Management, an estimated $128M added.
  • The largest Hain Celestial seller in Q4 2014 was Goldman Sachs, an estimated $62.5M sold.

Based on aggregated 13F filings for Q4 2014.