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Herbalife
328 hedge funds and large institutions have $7.57B invested in Herbalife in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 30 closing their positions.
New
Increased
Maintained
Reduced
Closed
87% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 30
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
8% more capital invested
Capital invested by funds: $6.99B → $7.57B (+$587M)
8% more funds holding
Funds holding: 303 → 328 (+25)
1.66% more ownership
Funds ownership: 195.99% → 197.65% (+1.7%)
9% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 123
37% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.39B
Holders
328
Holders Change
+25
Holders Change %
+8.25%
% of All Funds
9.52%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
56
Increased
112
Reduced
123
Closed
30
Calls
$1.49B
Puts
$2.39B
Net Calls
-$893M
Net Calls Change
-$575M
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$128M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$96.8M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$91.5M |
| 4 |
HCM
Hoplite Capital Management
New York
|
+$69.7M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$62.1M |
Top Sellers
| 1 |
SFM
Soros Fund Management
New York
|
-$127M |
| 2 |
Morgan Stanley
New York
|
-$125M |
| 3 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$70.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.9M |
| 5 |
SCM
Scout Capital Management
New York
|
-$62.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
351
Burney Company
Reston,
Virginia
| – | -$249K | -7,138 | Closed |
|
|
BCMU
352
BlueCrest Capital Management (UK)
St. Peter Port,
Guernsey
| – | -$248K | -7,100 | Closed |
|
|
OAM
353
Orinda Asset Management
Lafayette,
California
| – | -$56K | -1,600 | Closed |
|
|
PI
354
PineBridge Investments
New York
| – | -$44K | -1,262 | Closed |
|
|
HNB
355
Huntington National Bank
Columbus,
Ohio
| – | -$20K | -570 | Closed |
|
|
PSI
356
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$7K | -200 | Closed |
|
|
SC
357
Sculptor Capital
New York
| – | -$6.93K | -200 | Closed |
|
358
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -38 | Closed |
|