Herbalife
HLF
193 hedge funds and large institutions have $6.76B invested in Herbalife in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 39 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
6% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 69
3.79% less ownership
Funds ownership: 215.94% → 212.14% (-3.8%)
6% less capital invested
Capital invested by funds: $7.18B → $6.76B (-$424M)
7% less funds holding
Funds holding: 207 → 193 (-14)
31% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 39
49% less call options, than puts
Call options by funds: $641M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$76.2M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$34.9M |
| 3 |
Citigroup
New York
|
+$23.5M |
| 4 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$18M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$82.4M |
| 2 |
FCM
Farallon Capital Management
San Francisco,
California
|
-$57.5M |
| 3 |
OCAM
Owl Creek Asset Management
New York
|
-$49M |
| 4 |
IIM
Ivory Investment Management
New York
|
-$41M |
| 5 |
Goldman Sachs
New York
|
-$30.3M |
HLF Hedge Fund Activity: Q3 2017 in Review
193 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2017, worth a combined $6.76B — down 5.9% from $7.18B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of HLF and 27 opened new positions — a net loss of 12 holders — while 69 trimmed existing stakes and 65 added.
The largest buyer was UBS Group, adding an estimated $76.2M. The largest seller was Credit Suisse, cutting an estimated $82.4M.
- 193 institutional investors held Herbalife (HLF) as of Q3 2017, down from 207 in Q2 2017.
- Funds reported $6.76B of Herbalife stock for Q3 2017, down 5.9% quarter-over-quarter.
- 27 funds opened new Herbalife positions in Q3 2017 and 39 closed out, a net change of -12 holders.
- The largest Herbalife buyer in Q3 2017 was UBS Group, an estimated $76.2M added.
- The largest Herbalife seller in Q3 2017 was Credit Suisse, an estimated $82.4M sold.
Based on aggregated 13F filings for Q3 2017.