Herbalife
HLF
201 hedge funds and large institutions have $6.09B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 75 reducing their positions, and 39 closing their positions.
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
26% more capital invested
Capital invested by funds: $4.82B → $6.09B (+$1.26B)
9.47% more ownership
Funds ownership: 215.33% → 224.79% (+9.5%)
8% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 39
4% less funds holding
Funds holding: 210 → 201 (-9)
20% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 75
56% less call options, than puts
Call options by funds: $403M | Put options by funds: $909M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$201M |
| 2 |
BlackRock
New York
|
+$174M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$103M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.1M |
| 5 |
Goldman Sachs
New York
|
+$65.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$91.8M |
| 2 |
ICP
Indus Capital Partners
New York
|
-$80.9M |
| 3 |
Renaissance Technologies
New York
|
-$79.2M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$68M |
| 5 |
Morgan Stanley
New York
|
-$35.7M |
HLF Hedge Fund Activity: Q1 2017 in Review
201 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2017, worth a combined $6.09B — up 26% from $4.82B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HLF and 36 opened new positions — a net loss of 3 holders — while 75 trimmed existing stakes and 60 added.
The largest buyer was Capital Research Global Investors, adding an estimated $201M. The largest seller was William Blair Investment Management, cutting an estimated $91.8M.
- 201 institutional investors held Herbalife (HLF) as of Q1 2017, down from 210 in Q4 2016.
- Funds reported $6.09B of Herbalife stock for Q1 2017, up 26% quarter-over-quarter.
- 36 funds opened new Herbalife positions in Q1 2017 and 39 closed out, a net change of -3 holders.
- The largest Herbalife buyer in Q1 2017 was Capital Research Global Investors, an estimated $201M added.
- The largest Herbalife seller in Q1 2017 was William Blair Investment Management, an estimated $91.8M sold.
Based on aggregated 13F filings for Q1 2017.