Herbalife
HLF
242 hedge funds and large institutions have $5.85B invested in Herbalife in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 82 reducing their positions, and 24 closing their positions.
71% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 24
15% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 82
7% more funds holding
Funds holding: 227 → 242 (+15)
2.57% less ownership
Funds ownership: 218.06% → 215.49% (-2.6%)
6% less capital invested
Capital invested by funds: $6.22B → $5.85B (-$367M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
28% less call options, than puts
Call options by funds: $778M | Put options by funds: $1.08B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$97M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$89.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$51.2M |
| 4 |
OCAM
Owl Creek Asset Management
New York
|
+$49.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$41.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$184M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$79.6M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$56.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$54.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$41.8M |
HLF Hedge Fund Activity: Q2 2016 in Review
242 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2016, worth a combined $5.85B — down 5.9% from $6.22B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new HLF positions and 24 closed out — a net gain of 17 holders — while 94 added to existing stakes and 82 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $97M. The largest seller was Fidelity Investments, cutting an estimated $184M.
- 242 institutional investors held Herbalife (HLF) as of Q2 2016, up from 227 in Q1 2016.
- Funds reported $5.85B of Herbalife stock for Q2 2016, down 5.9% quarter-over-quarter.
- 41 funds opened new Herbalife positions in Q2 2016 and 24 closed out, a net change of +17 holders.
- The largest Herbalife buyer in Q2 2016 was Capital Research Global Investors, an estimated $97M added.
- The largest Herbalife seller in Q2 2016 was Fidelity Investments, an estimated $184M sold.
Based on aggregated 13F filings for Q2 2016.