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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
JG
151
Jefferies Group
New York
$1.08M +$116K +2,024 +11%
GEM
152
Global Endowment Management
North Carolina
$1.07M +$1.16M +20,200 New
VRS
153
Virginia Retirement Systems
Virginia
$1.04M +$500K +8,700 +79%
QT
154
Quantamental Technologies
New York
$1.01M +$1.1M +19,079 New
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$972K -$101K -1,766 -9%
XK
156
Xact Kapitalforvaltning
Sweden
$955K – – –
State of Wisconsin Investment Board
157
State of Wisconsin Investment Board
Wisconsin
$940K -$177K -3,090 -15%
WEO
158
William E. Oberndorf
$934K – – –
Massachusetts Financial Services
159
Massachusetts Financial Services
Massachusetts
$933K +$38.8K +675 +4%
Stifel Financial
160
Stifel Financial
Missouri
$871K +$246K +4,277 +35%
USAA
161
United Services Automobile Association
Texas
$859K +$1.15K +20 +0.1%
Twin Tree Management
162
Twin Tree Management
Texas
$805K -$1.85M -32,281 -68%
PVWM
163
Point View Wealth Management
New Jersey
$760K -$24.4K -424 -3%
CIP
164
Convergence Investment Partners
Florida
$759K -$1.18M -20,590 -59%
ACM
165
AlphaCrest Capital Management
New York
$710K +$512K +8,907 +198%
BUB
166
BBVA USA Bancshares
Texas
$704K +$12.7K +221 +2%
EGM
167
Engineers Gate Manager
New York
$699K +$329K +5,736 +77%
CANY
168
Caxton Associates (New York)
New York
$698K +$529K +9,212 +233%
GCA
169
Gideon Capital Advisors
New York
$693K +$752K +13,087 New
AG
170
Advisor Group
Arizona
$683K +$552K +9,607 +292%
Jane Street
171
Jane Street
New York
$664K -$4.57M -79,492 -86%
FRM
172
Fox Run Management
Connecticut
$660K +$715K +12,455 New
Coatue Management
173
Coatue Management
New York
$652K +$707K +12,304 New
SOADOR
174
State of Alaska Department of Revenue
Alaska
$628K +$1.03K +18 +0.2%
Envestnet Asset Management
175
Envestnet Asset Management
Illinois
$623K +$181K +3,154 +37%
5 6
7
8 9

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.