Herbalife
HLF
213 hedge funds and large institutions have $5.25B invested in Herbalife in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 29 closing their positions.
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
4% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 73
1% more funds holding
Funds holding: 211 → 213 (+2)
1% less capital invested
Capital invested by funds: $5.29B → $5.25B (-$40.5M)
6.68% less ownership
Funds ownership: 218.2% → 211.52% (-6.7%)
18% less funds holding in top 10
Funds holding in top 10: 11 → 9 (-2)
19% less call options, than puts
Call options by funds: $502M | Put options by funds: $620M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICP
Indus Capital Partners
New York
|
+$53.6M |
| 2 |
Goldman Sachs
New York
|
+$39.6M |
| 3 |
Renaissance Technologies
New York
|
+$39.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$30.7M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$27.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$213M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$60.6M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$55.1M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$44.2M |
| 5 |
CC
Coastland Capital
Palo Alto,
California
|
-$19.8M |
HLF Hedge Fund Activity: Q4 2015 in Review
213 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2015, worth a combined $5.25B — down 0.76% from $5.29B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new HLF positions and 29 closed out — a net gain of 3 holders — while 76 added to existing stakes and 73 trimmed.
The largest buyer was Indus Capital Partners, adding an estimated $53.6M. The largest seller was SG Americas Securities, cutting an estimated $213M.
- 213 institutional investors held Herbalife (HLF) as of Q4 2015, up from 211 in Q3 2015.
- Funds reported $5.25B of Herbalife stock for Q4 2015, down 0.76% quarter-over-quarter.
- 32 funds opened new Herbalife positions in Q4 2015 and 29 closed out, a net change of +3 holders.
- The largest Herbalife buyer in Q4 2015 was Indus Capital Partners, an estimated $53.6M added.
- The largest Herbalife seller in Q4 2015 was SG Americas Securities, an estimated $213M sold.
Based on aggregated 13F filings for Q4 2015.