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Herbalife
244 hedge funds and large institutions have $4.6B invested in Herbalife in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 43 closing their positions.
New
Increased
Maintained
Reduced
Closed
18% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 80
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.4% more ownership
Funds ownership: 87.54% → 87.94% (+0.4%)
4% less funds holding
Funds holding: 253 → 244 (-9)
16% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 43
17% less capital invested
Capital invested by funds: $5.54B → $4.6B (-$933M)
46% less call options, than puts
Call options by funds: $37.2M | Put options by funds: $68.9M
Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
4.28%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
36
Increased
94
Reduced
80
Closed
43
Calls
$37.2M
Puts
$68.9M
Net Calls
-$31.8M
Net Calls Change
+$33.4M
Top Buyers
Top Sellers
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$616M |
| 2 |
Renaissance Technologies
New York
|
-$89.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$63.5M |
| 4 |
MCM
Mason Capital Management
New York
|
-$57.5M |
| 5 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$37.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Simplex Trading
Chicago,
Illinois
| – | -$149K | -3,015 | Closed |
|
|
FC
277
FORA Capital
Miami,
Florida
| – | -$75K | -1,569 | Closed |
|
278
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$30K | -628 | Closed |
|
|
BSSFA
279
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| – | -$15K | -318 | Closed |
|
|
BHWM
280
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| – | -$7K | -143 | Closed |
|
|
ASN
281
Advisory Services Network
Atlanta,
Georgia
| – | -$6K | -111 | Closed |
|
|
PWPS
282
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$5K | -108 | Closed |
|
|
VCG
283
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$2K | -38 | Closed |
|
|
PCG
284
Private Capital Group
West Hartford,
Connecticut
| – | +$395 | +8 | New |
|