Herbalife
HLF
207 hedge funds and large institutions have $7.18B invested in Herbalife in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 29 closing their positions.
21% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 29
18% more capital invested
Capital invested by funds: $6.09B → $7.18B (+$1.1B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
3% more funds holding
Funds holding: 201 → 207 (+6)
8.86% less ownership
Funds ownership: 224.79% → 215.94% (-8.9%)
25% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 79
58% less call options, than puts
Call options by funds: $480M | Put options by funds: $1.15B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45M |
| 2 |
TI
Think Investments
San Francisco,
California
|
+$29.5M |
| 3 |
Goldman Sachs
New York
|
+$29M |
| 4 |
JCM
JS Capital Management
New York
|
+$14.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$13.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$74.8M |
| 2 |
Renaissance Technologies
New York
|
-$48.4M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$36.6M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$33.6M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.1M |
HLF Hedge Fund Activity: Q2 2017 in Review
207 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2017, worth a combined $7.18B — up 18% from $6.09B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new HLF positions and 29 closed out — a net gain of 6 holders — while 59 added to existing stakes and 79 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $45M. The largest seller was Capital World Investors, cutting an estimated $74.8M.
- 207 institutional investors held Herbalife (HLF) as of Q2 2017, up from 201 in Q1 2017.
- Funds reported $7.18B of Herbalife stock for Q2 2017, up 18% quarter-over-quarter.
- 35 funds opened new Herbalife positions in Q2 2017 and 29 closed out, a net change of +6 holders.
- The largest Herbalife buyer in Q2 2017 was Fidelity Investments, an estimated $45M added.
- The largest Herbalife seller in Q2 2017 was Capital World Investors, an estimated $74.8M sold.
Based on aggregated 13F filings for Q2 2017.