Herbalife
211 hedge funds and large institutions have $5.2B invested in Herbalife in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 31 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
2% less capital invested
Capital invested by funds: $5.29B → $5.2B (-$92.4M)
11% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 81
18% less call options, than puts
Call options by funds: $555M | Put options by funds: $675M
Holders
211
Holding in Top 10
11
Calls
$555M
Puts
$675M
Top Buyers
| 1 | +$124M | |
| 2 | +$48.7M | |
| 3 | +$47.8M | |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$33.5M |
| 5 |
SG Americas Securities
New York
|
+$28.9M |
Top Sellers
| 1 | -$108M | |
| 2 | -$56.3M | |
| 3 | -$33.8M | |
| 4 |
Capstone Investment Advisors
New York
|
-$32.3M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.1M |