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Herbalife
HLF

203 hedge funds and large institutions have $5.87B invested in Herbalife in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 37

5% more funds holding

Funds holding: 193 → 203 (+10)

13% less capital invested

Capital invested by funds: $6.76B → $5.87B (-$890M)

13.33% less ownership

Funds ownership: 212.14% → 198.81% (-13%)

14% less funds holding in top 10

Funds holding in top 10: 14 → 12 (-2)

39% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 79

55% less call options, than puts

Call options by funds: $714M | Put options by funds: $1.58B

Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.6%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
49
Increased
48
Reduced
79
Closed
37
Calls
$714M
Puts
$1.58B
Net Calls
-$865M
Net Calls Change
-$241M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$49.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$21.6M
3
APG Asset Management
APG Asset Management
Netherlands
+$21.4M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$20.8M
5
CCMH
Cornerstone Capital Management Holdings
New York
+$19.1M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$137M
2
Goldman Sachs
Goldman Sachs
New York
-$126M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$122M
4
UBS Group
UBS Group
Switzerland
-$108M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$86.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
226
Citizens Business Bank
California
– -$346K -10,200 Closed
Two Sigma Investments
227
Two Sigma Investments
New York
– -$319K -9,400 Closed
William Blair & Company
228
William Blair & Company
Illinois
– -$312K -9,194 Closed
FRM
229
Fox Run Management
Connecticut
– -$237K -7,000 Closed
PG
230
PEAK6 Group
Illinois
– -$79.8K -2,278 Closed
FPFS
231
First Personal Financial Services
North Carolina
– -$50K -1,482 Closed
IUHSA
232
Itau Unibanco Holding S.A.
Brazil
– -$111K -1,036 Closed
EDRH
233
Edmond de Rothschild Holding
Switzerland
– -$34K -1,000 Closed
TDC
234
Thompson Davis & Co
Virginia
– -$24K -716 Closed
VFA
235
Valeo Financial Advisors
Indiana
– -$5K -152 Closed
GWM
236
Geneos Wealth Management
Colorado
– -$5K -150 Closed
CS
237
Credential Securities
– -$1.36K -40 Closed
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
– -$1K -24 Closed
GI
239
Gradient Investments
Minnesota
– +$210 +6 New
6 7 8 9
10

HLF Hedge Fund Activity: Q4 2017 in Review

203 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2017, worth a combined $5.87B — down 13% from $6.76B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new HLF positions and 37 closed out — a net gain of 12 holders — while 48 added to existing stakes and 79 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $49.7M. The largest seller was Bank of America, cutting an estimated $137M.

  • 203 institutional investors held Herbalife (HLF) as of Q4 2017, up from 193 in Q3 2017.
  • Funds reported $5.87B of Herbalife stock for Q4 2017, down 13% quarter-over-quarter.
  • 49 funds opened new Herbalife positions in Q4 2017 and 37 closed out, a net change of +12 holders.
  • The largest Herbalife buyer in Q4 2017 was D.E. Shaw & Co, an estimated $49.7M added.
  • The largest Herbalife seller in Q4 2017 was Bank of America, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2017.