Herbalife
HLF
202 hedge funds and large institutions have $4.42B invested in Herbalife in 2015 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 72 increasing their positions, 80 reducing their positions, and 66 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 4 → 12 (+8)
16% more capital invested
Capital invested by funds: $3.82B → $4.42B (+$599M)
5.52% more ownership
Funds ownership: 213.7% → 219.22% (+5.5%)
10% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 80
17% less funds holding
Funds holding: 242 → 202 (-40)
21% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.34B
58% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 66
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$49.6M |
| 2 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$39.9M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$36.4M |
| 4 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$35.9M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KI
Kalmar Investments
Greenville,
Delaware
|
-$41.9M |
| 2 |
State Street
Boston,
Massachusetts
|
-$22.2M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
| 5 |
Nomura Holdings
Tokyo,
Japan
|
-$14M |
HLF Hedge Fund Activity: Q1 2015 in Review
202 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2015, worth a combined $4.42B — up 16% from $3.82B a quarter earlier.
Sellers outnumbered buyers: 66 funds closed out of HLF and 28 opened new positions — a net loss of 38 holders — while 80 trimmed existing stakes and 72 added.
The largest buyer was UBS O'Connor, adding an estimated $49.6M. The largest seller was Kalmar Investments, exiting entirely with an estimated $41.9M sold.
- 202 institutional investors held Herbalife (HLF) as of Q1 2015, down from 242 in Q4 2014.
- Funds reported $4.42B of Herbalife stock for Q1 2015, up 16% quarter-over-quarter.
- 28 funds opened new Herbalife positions in Q1 2015 and 66 closed out, a net change of -38 holders.
- The largest Herbalife buyer in Q1 2015 was UBS O'Connor, an estimated $49.6M added.
- The largest Herbalife seller in Q1 2015 was Kalmar Investments, an estimated $41.9M sold.
Based on aggregated 13F filings for Q1 2015.