Herbalife
HLF
210 hedge funds and large institutions have $4.82B invested in Herbalife in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 83 reducing their positions, and 52 closing their positions.
2.4% less ownership
Funds ownership: 217.73% → 215.33% (-2.4%)
9% less funds holding
Funds holding: 232 → 210 (-22)
17% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 83
23% less capital invested
Capital invested by funds: $6.27B → $4.82B (-$1.44B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
37% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 52
57% less call options, than puts
Call options by funds: $520M | Put options by funds: $1.22B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$204M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
+$158M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$72.5M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$38.2M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$25.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$51M |
| 2 |
JP Morgan Chase
New York
|
-$42.5M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$40.1M |
| 4 |
KCM
Kingdon Capital Management
New York
|
-$39.5M |
| 5 |
OCAM
Owl Creek Asset Management
New York
|
-$35.1M |
HLF Hedge Fund Activity: Q4 2016 in Review
210 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2016, worth a combined $4.82B — down 23% from $6.27B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of HLF and 33 opened new positions — a net loss of 19 holders — while 83 trimmed existing stakes and 69 added.
The largest buyer was Deccan Value Investors, adding an estimated $204M. The largest seller was Morgan Stanley, cutting an estimated $51M.
- 210 institutional investors held Herbalife (HLF) as of Q4 2016, down from 232 in Q3 2016.
- Funds reported $4.82B of Herbalife stock for Q4 2016, down 23% quarter-over-quarter.
- 33 funds opened new Herbalife positions in Q4 2016 and 52 closed out, a net change of -19 holders.
- The largest Herbalife buyer in Q4 2016 was Deccan Value Investors, an estimated $204M added.
- The largest Herbalife seller in Q4 2016 was Morgan Stanley, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2016.