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Herbalife
217 hedge funds and large institutions have $1.55B invested in Herbalife in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 35 closing their positions.
New
Increased
Maintained
Reduced
Closed
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
28% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 61
16.99% more ownership
Funds ownership: 90.56% → 107.55% (+17%)
8% more funds holding
Funds holding: 201 → 217 (+16)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less capital invested
Capital invested by funds: $1.94B → $1.55B (-$392M)
61% less call options, than puts
Call options by funds: $41.1M | Put options by funds: $106M
Holders
217
Holders Change
+16
Holders Change %
+7.96%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
54
Increased
78
Reduced
61
Closed
35
Calls
$41.1M
Puts
$106M
Net Calls
-$65.3M
Net Calls Change
-$66.4M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$48M |
| 2 |
BG
Baupost Group
Boston,
Massachusetts
|
+$34.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$29.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.3M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$16.9M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 2 |
BlackRock
New York
|
-$22.9M |
| 3 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$12.7M |
| 4 |
Renaissance Technologies
New York
|
-$10.4M |
| 5 |
BGI
BlueDrive Global Investors
London,
United Kingdom
|
-$8.63M |
