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.
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
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 |
HLF Hedge Fund Activity: Q1 2015 in Review
202 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2015, worth a combined $4.33B — up 7.7% from $4.02B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of HLF and 28 opened new positions — a net loss of 38 holders — while 80 trimmed existing stakes and 72 added.
The largest buyer was Deccan Value Investors, opening a new position worth an estimated $39.9M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $239M sold.
- 202 institutional investors held Herbalife (HLF) as of Q1 2015, down from 242 in Q4 2014.
- Funds reported $4.33B of Herbalife stock for Q1 2015, up 7.7% quarter-over-quarter.
- 28 funds opened new Herbalife positions in Q1 2015 and 66 closed out, a net change of -38 holders.
- The largest Herbalife buyer in Q1 2015 was Deccan Value Investors, an estimated $39.9M added.
- The largest Herbalife seller in Q1 2015 was Americafirst Capital Management, an estimated $239M sold.
Based on aggregated 13F filings for Q1 2015.