Herbalife
242 hedge funds and large institutions have $4.02B invested in Herbalife in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 42 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
less capital invested
Capital invested by funds: $ → $
37% less repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 111
44% less call options, than puts
Call options by funds: $1.11B | Put options by funds: $1.97B
56% less funds holding in top 10
Funds holding in top 10: 9 → 4 (-5)
Holders
242
Holding in Top 10
4
Calls
$1.11B
Puts
$1.97B
Top Buyers
| 1 | +$105M | |
| 2 | +$100M | |
| 3 | +$75.2M | |
| 4 |
SFM
Soros Fund Management
New York
|
+$58.8M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$52M |
Top Sellers
| 1 | -$1.24B | |
| 2 | -$244M | |
| 3 | -$85.6M | |
| 4 |
TCM
Tiger Consumer Management
New York
|
-$78.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$35.6M |