Herbalife
HLF
227 hedge funds and large institutions have $6.22B invested in Herbalife in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 67 reducing their positions, and 33 closing their positions.
45% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 33
30% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 67
19% more capital invested
Capital invested by funds: $5.25B → $6.22B (+$972M)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
7% more funds holding
Funds holding: 213 → 227 (+14)
6.54% more ownership
Funds ownership: 211.52% → 218.06% (+6.5%)
2% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.03B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$141M |
| 2 |
Morgan Stanley
New York
|
+$97.5M |
| 3 |
Renaissance Technologies
New York
|
+$96.7M |
| 4 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$80M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$76.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$283M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$173M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$81.3M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$79.4M |
| 5 |
ICP
Indus Capital Partners
New York
|
-$35.5M |
HLF Hedge Fund Activity: Q1 2016 in Review
227 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2016, worth a combined $6.22B — up 19% from $5.25B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HLF positions and 33 closed out — a net gain of 15 holders — while 87 added to existing stakes and 67 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $141M. The largest seller was Capital Research Global Investors, cutting an estimated $283M.
- 227 institutional investors held Herbalife (HLF) as of Q1 2016, up from 213 in Q4 2015.
- Funds reported $6.22B of Herbalife stock for Q1 2016, up 19% quarter-over-quarter.
- 48 funds opened new Herbalife positions in Q1 2016 and 33 closed out, a net change of +15 holders.
- The largest Herbalife buyer in Q1 2016 was D.E. Shaw & Co, an estimated $141M added.
- The largest Herbalife seller in Q1 2016 was Capital Research Global Investors, an estimated $283M sold.
Based on aggregated 13F filings for Q1 2016.