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Herbalife
210 hedge funds and large institutions have $4.82B invested in Herbalife in 2016 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 52 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.4% less ownership
Funds ownership: 217.73% → 215.33% (-2.4%)
9% less funds holding
Funds holding: 231 → 210 (-21)
17% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 83
23% less capital invested
Capital invested by funds: $6.24B → $4.82B (-$1.42B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
35% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 52
57% less call options, than puts
Call options by funds: $520M | Put options by funds: $1.22B
Holders
210
Holders Change
-21
Holders Change %
-9.09%
% of All Funds
5.25%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.2%
New
34
Increased
69
Reduced
83
Closed
52
Calls
$520M
Puts
$1.22B
Net Calls
-$700M
Net Calls Change
-$791M
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$51M |
| 2 |
JP Morgan Chase
New York
|
-$42.5M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$40.1M |
| 4 |
KCM
Kingdon Capital Management
New York
|
-$39.5M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
-$35.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MTIM
251
Marathon Trading Investment Management
Radnor,
Pennsylvania
| – | -$260K | -8,400 | Closed |
|
252
BNP Paribas Asset Management
Paris,
France
| – | -$245K | -7,918 | Closed |
|
|
WAM
253
World Asset Management
Detroit,
Michigan
| – | -$213K | -6,878 | Closed |
|
|
CCMT
254
CMT Capital Markets Trading
Frankfurt,
Germany
| – | -$185K | -6,760 | Closed |
|
|
FANJ
255
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$33K | -1,054 | Closed |
|
|
TRCT
256
Tower Research Capital (TRC)
New York
| – | -$29K | -940 | Closed |
|
|
TCM
257
Tradewinds Capital Management
Bellingham,
Washington
| – | -$2K | -66 | Closed |
|
|
WA
258
WFG Advisors
Dallas,
Texas
| – | -$1K | -32 | Closed |
|
|
BCI
259
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1K | -30 | Closed |
|
|
CF
260
CenterStar Fund
Chicago,
Illinois
| – | -$1K | – | – |
|