Herbalife
255 hedge funds and large institutions have $6.01B invested in Herbalife in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 63 closing their positions.
15.06% more ownership
Funds ownership: 200.51% → 215.57% (+15%)
5% less capital invested
Capital invested by funds: $6.35B → $6.01B (-$340M)
11% less funds holding
Funds holding: 288 → 255 (-33)
16% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 104
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
46% less call options, than puts
Call options by funds: $710M | Put options by funds: $1.32B
48% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$405M |
| 2 |
OFM
Okumus Fund Management
Grand Cayman,
Cayman Islands
|
+$105M |
| 3 |
TCM
Tiger Consumer Management
New York
|
+$95.4M |
| 4 |
PC
Perry Capital
New York
|
+$84.2M |
| 5 |
D.E. Shaw & Co
New York
|
+$75.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$300M |
| 2 |
SFM
Soros Fund Management
New York
|
-$152M |
| 3 |
Jennison Associates
New York
|
-$84.9M |
| 4 |
Morgan Stanley
New York
|
-$83M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$65.2M |
HLF Hedge Fund Activity: Q3 2014 in Review
255 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2014, worth a combined $6.01B — down 5.3% from $6.35B a quarter earlier.
Sellers outnumbered buyers: 63 funds closed out of HLF and 33 opened new positions — a net loss of 30 holders — while 104 trimmed existing stakes and 87 added.
The largest buyer was Capital Research Global Investors, adding an estimated $405M. The largest seller was Capital World Investors, cutting an estimated $300M.
- 255 institutional investors held Herbalife (HLF) as of Q3 2014, down from 288 in Q2 2014.
- Funds reported $6.01B of Herbalife stock for Q3 2014, down 5.3% quarter-over-quarter.
- 33 funds opened new Herbalife positions in Q3 2014 and 63 closed out, a net change of -30 holders.
- The largest Herbalife buyer in Q3 2014 was Capital Research Global Investors, an estimated $405M added.
- The largest Herbalife seller in Q3 2014 was Capital World Investors, an estimated $300M sold.
Based on aggregated 13F filings for Q3 2014.