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Herbalife
206 hedge funds and large institutions have $7.79B invested in Herbalife in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more capital invested
Capital invested by funds: $5.87B → $7.79B (+$1.93B)
19% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 31
1% more funds holding
Funds holding: 203 → 206 (+3)
4.68% less ownership
Funds ownership: 198.81% → 194.13% (-4.7%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
14% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 73
45% less call options, than puts
Call options by funds: $274M | Put options by funds: $494M
Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
4.72%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
37
Increased
63
Reduced
73
Closed
31
Calls
$274M
Puts
$494M
Net Calls
-$220M
Net Calls Change
+$645M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 2 |
Two Sigma Advisers
New York
|
+$101M |
| 3 |
Two Sigma Investments
New York
|
+$86.6M |
| 4 |
Renaissance Technologies
New York
|
+$64.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Loomis, Sayles & Company
Boston,
Massachusetts
| – | -$28K | -814 | Closed |
|
|
EWM
227
Evercore Wealth Management
New York
| – | -$22K | -638 | Closed |
|
228
Envestnet Asset Management
Chicago,
Illinois
| – | -$11K | -314 | Closed |
|
229
HighTower Advisors
Chicago,
Illinois
| – | -$9K | -264 | Closed |
|
|
TG
230
TLP Group
Evanston,
Illinois
| – | -$4K | -124 | Closed |
|
|
BBHC
231
Brown Brothers Harriman & Co
New York
| – | -$2K | -66 | Closed |
|
|
STA
232
Summit Trail Advisors
New York
| – | -$1K | -28 | Closed |
|
|
WA
233
Winfield Associates
Cleveland,
Ohio
| – | -$1K | -20 | Closed |
|
|
II
234
Inspire Investing
Meridian,
Idaho
| – | -$1K | -16 | Closed |
|