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Herbalife
202 hedge funds and large institutions have $4.33B invested in Herbalife in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 66 closing their positions.
New
Increased
Maintained
Reduced
Closed
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
8% more capital invested
Capital invested by funds: $4.02B → $4.33B (+$308M)
2.85% more ownership
Funds ownership: 213.7% → 216.55% (+2.8%)
10% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 80
17% less funds holding
Funds holding: 242 → 202 (-40)
21% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.34B
58% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 66
Holders
202
Holders Change
-40
Holders Change %
-16.53%
% of All Funds
5.38%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
28
Increased
72
Reduced
80
Closed
66
Calls
$1.06B
Puts
$1.34B
Net Calls
-$288M
Net Calls Change
+$573M
Top Buyers
Top Sellers
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$239M |
| 2 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$41.9M |
| 3 |
State Street
Boston,
Massachusetts
|
-$22.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$18.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
