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Herbalife
201 hedge funds and large institutions have $6.08B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
26% more capital invested
Capital invested by funds: $4.82B → $6.08B (+$1.26B)
9.52% more ownership
Funds ownership: 215.33% → 224.84% (+9.5%)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
4% less funds holding
Funds holding: 210 → 201 (-9)
19% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 75
56% less call options, than puts
Call options by funds: $399M | Put options by funds: $901M
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
5%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
36
Increased
61
Reduced
75
Closed
39
Calls
$399M
Puts
$901M
Net Calls
-$502M
Net Calls Change
+$198M
Top Buyers
Top Sellers
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$91.8M |
| 2 |
ICP
Indus Capital Partners
New York
|
-$80.9M |
| 3 |
Renaissance Technologies
New York
|
-$79.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$68M |
| 5 |
Morgan Stanley
New York
|
-$35.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CL
226
CSS LLC
Chicago,
Illinois
| – | -$228K | -8,202 | Closed |
|
|
AIM
227
Assured Investment Management
New York
| – | -$155K | -6,432 | Closed |
|
|
IR
228
Invictus RG
Hamilton,
Bermuda
| – | -$120K | -4,980 | Closed |
|
229
Nomura Asset Management
Tokyo,
Japan
| – | -$31K | -1,300 | Closed |
|
|
PI
230
PineBridge Investments
New York
| – | -$19K | -800 | Closed |
|
|
HCM
231
Herndon Capital Management
Atlanta,
Georgia
| – | -$18K | -732 | Closed |
|
|
PRS
232
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| – | -$12K | -488 | Closed |
|
|
DVM
233
Dreman Value Management
West Palm Beach,
Florida
| – | -$4K | -166 | Closed |
|
|
FAN
234
Financial Advisors Network
Tustin,
California
| – | -$2.23K | -80 | Closed |
|
235
EARNEST Partners
Atlanta,
Georgia
| – | -$2K | -76 | Closed |
|
|
OFW
236
Omnia Family Wealth
Aventura,
Florida
| – | -$1K | -60 | Closed |
|
237
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -58 | Closed |
|
238
Bessemer Group
Woodbridge,
New Jersey
| – | -$1K | -54 | Closed |
|
|
VCM
239
Versant Capital Management
Phoenix,
Arizona
| – | -$334 | -12 | -50% |
|