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Herbalife
227 hedge funds and large institutions have $6.12B invested in Herbalife in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 67 reducing their positions, and 33 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
30% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 67
19% more capital invested
Capital invested by funds: $5.15B → $6.12B (+$977M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
8.23% more ownership
Funds ownership: 207.71% → 215.94% (+8.2%)
7% more funds holding
Funds holding: 213 → 227 (+14)
2% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.03B
Holders
227
Holders Change
+14
Holders Change %
+6.57%
% of All Funds
6.05%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.27%
New
48
Increased
87
Reduced
67
Closed
33
Calls
$1.05B
Puts
$1.03B
Net Calls
+$22.5M
Net Calls Change
+$141M
Top Buyers
| 1 |
D.E. Shaw & Co
New York
|
+$141M |
| 2 |
Morgan Stanley
New York
|
+$97.5M |
| 3 |
Renaissance Technologies
New York
|
+$96.7M |
| 4 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$80M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$76.3M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
ClearBridge Investments
New York
| – | -$54K | -2,000 | Closed |
|
|
IA
252
IFP Advisors
Tampa,
Florida
| – | -$29K | -1,092 | Closed |
|
253
AssetMark Inc
Concord,
California
| – | -$17K | -646 | Closed |
|
|
PCM
254
Prelude Capital Management
New York
| – | -$16K | -600 | Closed |
|
|
AP
255
Atwood & Palmer
Kansas City,
Missouri
| – | -$7K | -260 | Closed |
|
|
PHK
256
Point72 Hong Kong
Hong Kong
| – | -$5K | -200 | Closed |
|
|
BCI
257
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1K | -48 | Closed |
|
|
WAM
258
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$568 | -22 | -69% |
|