Herbalife
253 hedge funds and large institutions have $5.54B invested in Herbalife in 2020 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 76 increasing their positions, 98 reducing their positions, and 20 closing their positions.
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
10% more funds holding
Funds holding: 229 → 253 (+24)
4% more capital invested
Capital invested by funds: $5.34B → $5.54B (+$194M)
0.65% more ownership
Funds ownership: 86.88% → 87.54% (+0.65%)
22% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 98
61% less call options, than puts
Call options by funds: $42.2M | Put options by funds: $107M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Mason Capital Management
New York
|
+$110M |
| 2 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$30.9M |
| 3 |
N
Natixis
Paris,
France
|
+$22.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$16.9M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$70.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$50.6M |
| 3 |
Morgan Stanley
New York
|
-$49.3M |
| 4 |
Citigroup
New York
|
-$39.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$36.3M |
HLF Hedge Fund Activity: Q4 2020 in Review
253 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2020, worth a combined $5.54B — up 3.6% from $5.34B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new HLF positions and 20 closed out — a net gain of 25 holders — while 76 added to existing stakes and 98 trimmed.
The largest buyer was Mason Capital Management, opening a new position worth an estimated $110M. The largest seller was Fidelity Investments, cutting an estimated $70.9M.
- 253 institutional investors held Herbalife (HLF) as of Q4 2020, up from 229 in Q3 2020.
- Funds reported $5.54B of Herbalife stock for Q4 2020, up 3.6% quarter-over-quarter.
- 45 funds opened new Herbalife positions in Q4 2020 and 20 closed out, a net change of +25 holders.
- The largest Herbalife buyer in Q4 2020 was Mason Capital Management, an estimated $110M added.
- The largest Herbalife seller in Q4 2020 was Fidelity Investments, an estimated $70.9M sold.
Based on aggregated 13F filings for Q4 2020.