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Herbalife
HLF

268 hedge funds and large institutions have $7.69B invested in Herbalife in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 40

39% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 77

6% more funds holding

Funds holding: 253 → 268 (+15)

3% more ownership

Funds ownership: 92.11% → 95.11% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 10 → 10 (0)

9% less capital invested

Capital invested by funds: $8.46B → $7.69B (-$770M)

40% less call options, than puts

Call options by funds: $218M | Put options by funds: $367M

Holders
268
Holders Change
+15
Holders Change %
+5.93%
% of All Funds
5.8%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
58
Increased
107
Reduced
77
Closed
40
Calls
$218M
Puts
$367M
Net Calls
-$148M
Net Calls Change
+$210M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$44.2M
2
Norges Bank
Norges Bank
Norway
+$42.9M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$41.2M
4
APG Asset Management
APG Asset Management
Netherlands
+$29.4M
5
American Century Companies
American Century Companies
Missouri
+$28.2M

Top Sellers

1
ROIC
Route One Investment Company
California
-$105M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$53.4M
3
Prudential Financial
Prudential Financial
New Jersey
-$45.2M
4
TCM
TimesSquare Capital Management
New York
-$40.5M
5
UOC
UBS O'Connor
Illinois
-$29.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
101
A.R.T. Advisors
New York
$2.96M +$3.21M +55,848 New
GIA
102
Gateway Investment Advisers
Ohio
$2.95M -$299K -5,199 -9%
LCM
103
Landscape Capital Management
New Jersey
$2.94M +$2.05M +35,692 +180%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.94M – – –
ECM
105
ExodusPoint Capital Management
New York
$2.86M +$3.1M +53,928 New
ZIM
106
Zacks Investment Management
Illinois
$2.83M +$867K +15,087 +39%
Treasurer of the State of North Carolina
107
Treasurer of the State of North Carolina
North Carolina
$2.74M +$26.3K +458 +0.9%
EP
108
Edgestream Partners
New Jersey
$2.73M +$2.96M +51,557 New
Millennium Management
109
Millennium Management
New York
$2.59M -$5.18M -90,249 -65%
OAC
110
OMERS Administration Corp
Ontario, Canada
$2.58M +$2.7M +47,000 New
Royal London Asset Management
111
Royal London Asset Management
United Kingdom
$2.48M -$30.5K -531 -1%
MCIM
112
Meadow Creek Investment Management
Georgia
$2.42M +$896K +15,598 +52%
SCM
113
Sterling Capital Management
North Carolina
$2.4M – – –
Nomura Holdings
114
Nomura Holdings
Japan
$2.38M -$4.91M -85,520 -66%
LP
115
LMR Partners
United Kingdom
$2.3M +$2.49M +43,439 New
SEC
116
Seven Eight Capital
New York
$2.28M +$2.47M +42,957 New
Aviva
117
Aviva
United Kingdom
$2.17M +$5K +87 +0.2%
FL
118
Fort LP
Maryland
$2.09M +$542K +9,441 +31%
Prudential Financial
119
Prudential Financial
New Jersey
$2.06M -$45.2M -787,203 -95%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$2.02M +$881K +15,341 +67%
SRAM
121
Stone Ridge Asset Management
New York
$2M -$278K -4,848 -11%
HW
122
Hancock Whitney
Mississippi
$2M +$488K +8,498 +29%
RCM
123
Riverhead Capital Management
Delaware
$1.94M +$712K +12,397 +51%
BCM
124
BlueCrest Capital Management
Jersey
$1.91M +$2.07M +36,050 New
PI
125
PineBridge Investments
New York
$1.87M +$1.98M +34,542 +4,318%
3 4
5
6 7

HLF Hedge Fund Activity: Q1 2019 in Review

268 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2019, worth a combined $7.69B — down 9.1% from $8.46B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HLF positions and 40 closed out — a net gain of 18 holders — while 107 added to existing stakes and 77 trimmed.

The largest buyer was Canada Pension Plan Investment Board, opening a new position worth an estimated $44.2M. The largest seller was Route One Investment Company, cutting an estimated $105M.

  • 268 institutional investors held Herbalife (HLF) as of Q1 2019, up from 253 in Q4 2018.
  • Funds reported $7.69B of Herbalife stock for Q1 2019, down 9.1% quarter-over-quarter.
  • 58 funds opened new Herbalife positions in Q1 2019 and 40 closed out, a net change of +18 holders.
  • The largest Herbalife buyer in Q1 2019 was Canada Pension Plan Investment Board, an estimated $44.2M added.
  • The largest Herbalife seller in Q1 2019 was Route One Investment Company, an estimated $105M sold.

Based on aggregated 13F filings for Q1 2019.