Herbalife
HLF
328 hedge funds and large institutions have $7.62B invested in Herbalife in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 113 increasing their positions, 122 reducing their positions, and 30 closing their positions.
87% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 30
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
8% more funds holding
Funds holding: 303 → 328 (+25)
8% more capital invested
Capital invested by funds: $7.04B → $7.62B (+$578M)
1.71% more ownership
Funds ownership: 195.94% → 197.65% (+1.7%)
7% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 122
37% less call options, than puts
Call options by funds: $1.49B | Put options by funds: $2.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$128M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$96.8M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$91.5M |
| 4 |
HCM
Hoplite Capital Management
New York
|
+$69.7M |
| 5 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Soros Fund Management
New York
|
-$127M |
| 2 |
Morgan Stanley
New York
|
-$125M |
| 3 |
BCPEM
Bain Capital Public Equity Management
Boston,
Massachusetts
|
-$70.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$66.9M |
| 5 |
SCM
Scout Capital Management
New York
|
-$62.8M |
HLF Hedge Fund Activity: Q4 2013 in Review
328 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2013, worth a combined $7.62B — up 8.2% from $7.04B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new HLF positions and 30 closed out — a net gain of 26 holders — while 113 added to existing stakes and 122 trimmed.
The largest buyer was Capital World Investors, adding an estimated $128M. The largest seller was Soros Fund Management, cutting an estimated $127M.
- 328 institutional investors held Herbalife (HLF) as of Q4 2013, up from 303 in Q3 2013.
- Funds reported $7.62B of Herbalife stock for Q4 2013, up 8.2% quarter-over-quarter.
- 56 funds opened new Herbalife positions in Q4 2013 and 30 closed out, a net change of +26 holders.
- The largest Herbalife buyer in Q4 2013 was Capital World Investors, an estimated $128M added.
- The largest Herbalife seller in Q4 2013 was Soros Fund Management, an estimated $127M sold.
Based on aggregated 13F filings for Q4 2013.