Herbalife
212 hedge funds and large institutions have $5.39B invested in Herbalife in 2015 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 62 increasing their positions, 88 reducing their positions, and 25 closing their positions.
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
22% more capital invested
Capital invested by funds: $4.42B → $5.39B (+$963M)
5% more funds holding
Funds holding: 202 → 212 (+10)
3% more call options, than puts
Call options by funds: $844M | Put options by funds: $817M
7.62% less ownership
Funds ownership: 219.22% → 211.6% (-7.6%)
25% less funds holding in top 10
Funds holding in top 10: 12 → 9 (-3)
30% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 88
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Indus Capital Partners
New York
|
+$58.1M |
| 2 |
Morgan Stanley
New York
|
+$27.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$24.4M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$21M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$20.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RP
RR Partners
New York
|
-$131M |
| 2 |
SFM
Soros Fund Management
New York
|
-$71.6M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$35.5M |
| 4 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$35.4M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
-$30.3M |
HLF Hedge Fund Activity: Q2 2015 in Review
212 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2015, worth a combined $5.39B — up 22% from $4.42B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HLF positions and 25 closed out — a net gain of 10 holders — while 62 added to existing stakes and 88 trimmed.
The largest buyer was Indus Capital Partners, adding an estimated $58.1M. The largest seller was RR Partners, exiting entirely with an estimated $131M sold.
- 212 institutional investors held Herbalife (HLF) as of Q2 2015, up from 202 in Q1 2015.
- Funds reported $5.39B of Herbalife stock for Q2 2015, up 22% quarter-over-quarter.
- 35 funds opened new Herbalife positions in Q2 2015 and 25 closed out, a net change of +10 holders.
- The largest Herbalife buyer in Q2 2015 was Indus Capital Partners, an estimated $58.1M added.
- The largest Herbalife seller in Q2 2015 was RR Partners, an estimated $131M sold.
Based on aggregated 13F filings for Q2 2015.