Herbalife
288 hedge funds and large institutions have $6.35B invested in Herbalife in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 158 reducing their positions, and 46 closing their positions.
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4% less capital invested
Capital invested by funds: $6.62B → $6.35B (-$274M)
6% less funds holding
Funds holding: 308 → 288 (-20)
20.63% less ownership
Funds ownership: 221.14% → 200.51% (-21%)
39% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 46
47% less call options, than puts
Call options by funds: $780M | Put options by funds: $1.48B
53% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 158
Top Buyers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$218M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$56.3M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$56.1M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$32.6M |
| 5 |
Goldman Sachs
New York
|
+$26.2M |
Top Sellers
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$523M |
| 2 |
D.E. Shaw & Co
New York
|
-$103M |
| 3 |
PC
Perry Capital
New York
|
-$49.1M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$46.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$42.1M |
HLF Hedge Fund Activity: Q2 2014 in Review
288 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2014, worth a combined $6.35B — down 4.1% from $6.62B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of HLF and 28 opened new positions — a net loss of 18 holders — while 158 trimmed existing stakes and 74 added.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $218M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $523M.
- 288 institutional investors held Herbalife (HLF) as of Q2 2014, down from 308 in Q1 2014.
- Funds reported $6.35B of Herbalife stock for Q2 2014, down 4.1% quarter-over-quarter.
- 28 funds opened new Herbalife positions in Q2 2014 and 46 closed out, a net change of -18 holders.
- The largest Herbalife buyer in Q2 2014 was Capital Research Global Investors, an estimated $218M added.
- The largest Herbalife seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $523M sold.
Based on aggregated 13F filings for Q2 2014.