Herbalife
211 hedge funds and large institutions have $5.84B invested in Herbalife in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 30 closing their positions.
58% more capital invested
Capital invested by funds: $3.69B → $5.84B (+$2.14B)
57% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 30
8% more funds holding
Funds holding: 195 → 211 (+16)
2.04% more ownership
Funds ownership: 85.77% → 87.81% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
21% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 76
52% less call options, than puts
Call options by funds: $56.2M | Put options by funds: $118M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$152M |
| 2 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$78.2M |
| 3 |
Renaissance Technologies
New York
|
+$51.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$38.5M |
| 5 |
Goldman Sachs
New York
|
+$29.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$205M |
| 2 |
CCM
Candlestick Capital Management
Greenwich,
Connecticut
|
-$71.6M |
| 3 |
D.E. Shaw & Co
New York
|
-$53.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$14.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.1M |
HLF Hedge Fund Activity: Q2 2020 in Review
211 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2020, worth a combined $5.84B — up 58% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HLF positions and 30 closed out — a net gain of 17 holders — while 60 added to existing stakes and 76 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $152M. The largest seller was Deccan Value Investors, cutting an estimated $205M.
- 211 institutional investors held Herbalife (HLF) as of Q2 2020, up from 195 in Q1 2020.
- Funds reported $5.84B of Herbalife stock for Q2 2020, up 58% quarter-over-quarter.
- 47 funds opened new Herbalife positions in Q2 2020 and 30 closed out, a net change of +17 holders.
- The largest Herbalife buyer in Q2 2020 was Fidelity Investments, an estimated $152M added.
- The largest Herbalife seller in Q2 2020 was Deccan Value Investors, an estimated $205M sold.
Based on aggregated 13F filings for Q2 2020.