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Herbalife
207 hedge funds and large institutions have $7.17B invested in Herbalife in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 29 closing their positions.
New
Increased
Maintained
Reduced
Closed
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
18% more capital invested
Capital invested by funds: $6.08B → $7.17B (+$1.09B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
3% more funds holding
Funds holding: 201 → 207 (+6)
8.9% less ownership
Funds ownership: 224.84% → 215.94% (-8.9%)
25% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 79
58% less call options, than puts
Call options by funds: $475M | Put options by funds: $1.14B
Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
5.16%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
35
Increased
59
Reduced
79
Closed
29
Calls
$475M
Puts
$1.14B
Net Calls
-$666M
Net Calls Change
-$164M
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45M |
| 2 |
TI
Think Investments
San Francisco,
California
|
+$29.5M |
| 3 |
Goldman Sachs
New York
|
+$29M |
| 4 |
JCM
JS Capital Management
New York
|
+$14.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.9M |
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$74.8M |
| 2 |
Renaissance Technologies
New York
|
-$48.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$36.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$33.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.1M |
