Herbalife
HLF
206 hedge funds and large institutions have $7.79B invested in Herbalife in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 32 closing their positions.
32% more capital invested
Capital invested by funds: $5.89B → $7.79B (+$1.9B)
16% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 32
1% more funds holding
Funds holding: 204 → 206 (+2)
5.41% less ownership
Funds ownership: 199.54% → 194.13% (-5.4%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
14% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 73
45% less call options, than puts
Call options by funds: $274M | Put options by funds: $494M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$202M |
| 2 |
Two Sigma Advisers
New York
|
+$101M |
| 3 |
Two Sigma Investments
New York
|
+$86.6M |
| 4 |
Renaissance Technologies
New York
|
+$64.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$317M |
| 2 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$271M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$177M |
| 4 |
D.E. Shaw & Co
New York
|
-$117M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$47.8M |
HLF Hedge Fund Activity: Q1 2018 in Review
206 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2018, worth a combined $7.79B — up 32% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new HLF positions and 32 closed out — a net gain of 5 holders — while 63 added to existing stakes and 73 trimmed.
The largest buyer was Bank of America, adding an estimated $202M. The largest seller was Route One Investment Company, cutting an estimated $317M.
- 206 institutional investors held Herbalife (HLF) as of Q1 2018, up from 204 in Q4 2017.
- Funds reported $7.79B of Herbalife stock for Q1 2018, up 32% quarter-over-quarter.
- 37 funds opened new Herbalife positions in Q1 2018 and 32 closed out, a net change of +5 holders.
- The largest Herbalife buyer in Q1 2018 was Bank of America, an estimated $202M added.
- The largest Herbalife seller in Q1 2018 was Route One Investment Company, an estimated $317M sold.
Based on aggregated 13F filings for Q1 2018.