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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

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

6.43% more ownership

Funds ownership: 208.47%214.9% (+6.4%)

0% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 31

0% less funds holding

Funds holding: 212211 (-1)

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
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.89%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
31
Increased
72
Reduced
81
Closed
31
Calls
$555M
Puts
$675M
Net Calls
-$120M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
1
Icahn Carl
Florida
$927M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$674M -$30.3M -1,104,812 -4%
Capital Research Global Investors
3
Capital Research Global Investors
California
$617M +$8.16M +298,000 +1%
Capital World Investors
4
Capital World Investors
California
$237M -$5.48M -200,000 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$231M +$1.42M +51,778 +0.6%
CS
6
Credit Suisse
Switzerland
$179M +$33.7M +1,229,516 +23%
AL
7
AJO LP
Pennsylvania
$144M +$125M +4,548,802 +616%
ICP
8
Indus Capital Partners
New York
$120M +$20.5M +750,024 +20%
Nordea Investment Management
9
Nordea Investment Management
Sweden
$120M +$6.2M +226,326 +5%
ROIC
10
Route One Investment Company
California
$112M +$8.44M +307,956 +8%
Bank of America
11
Bank of America
North Carolina
$101M +$48.1M +1,755,102 +90%
BIT
12
BlackRock Institutional Trust
California
$92.2M -$2.45M -89,306 -3%
UOC
13
UBS O'Connor
Illinois
$83.2M +$4.39M +160,108 +6%
First Trust Advisors
14
First Trust Advisors
Illinois
$76.2M +$48.9M +1,786,046 +177%
HCM
15
Huber Capital Management
California
$70.6M -$27.3M -995,900 -28%
Norges Bank
16
Norges Bank
Norway
$64.7M
DVI
17
Deccan Value Investors
Connecticut
$63.6M
JP Morgan Chase
18
JP Morgan Chase
New York
$61M +$9.95M +363,314 +19%
State Street
19
State Street
Massachusetts
$56.1M -$3.08M -112,308 -5%
JHIU
20
Janus Henderson Investors US
Colorado
$54.4M -$56.6M -2,065,734 -51%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$44.8M +$4.14M +151,062 +10%
Goldman Sachs
22
Goldman Sachs
New York
$42.7M +$13.7M +499,972 +47%
Morgan Stanley
23
Morgan Stanley
New York
$40.3M +$1.79M +65,310 +5%
OCAM
24
Owl Creek Asset Management
New York
$37.3M -$15.9M -582,066 -30%
BFA
25
BlackRock Fund Advisors
California
$33.7M +$515K +18,802 +2%

HLF Hedge Fund Activity: Q3 2015 in Review

211 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2015, worth a combined $5.2B — down 1.7% from $5.29B a quarter earlier.

Fund positioning in HLF was balanced in Q3 2015: 31 funds opened new positions, 31 closed out, 72 added to existing stakes and 81 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $241M. The largest seller was Soros Fund Management, exiting entirely with an estimated $108M sold.

  • 211 institutional investors held Herbalife (HLF) as of Q3 2015, down from 212 in Q2 2015.
  • Funds reported $5.2B of Herbalife stock for Q3 2015, down 1.7% quarter-over-quarter.
  • 31 funds opened new Herbalife positions in Q3 2015 and 31 closed out, a net change of 0 holders.
  • The largest Herbalife buyer in Q3 2015 was SG Americas Securities, an estimated $241M added.
  • The largest Herbalife seller in Q3 2015 was Soros Fund Management, an estimated $108M sold.

Based on aggregated 13F filings for Q3 2015.