Herbalife
HLF
261 hedge funds and large institutions have $7.71B invested in Herbalife in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 18 closing their positions.
217% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 18
17% more funds holding
Funds holding: 223 → 261 (+38)
5.49% more ownership
Funds ownership: 84.22% → 89.71% (+5.5%)
3% more capital invested
Capital invested by funds: $7.46B → $7.71B (+$250M)
5% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 88
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
61% less call options, than puts
Call options by funds: $259M | Put options by funds: $671M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$124M |
| 2 |
D.E. Shaw & Co
New York
|
+$72.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$46.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$46.3M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$45.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$202M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$144M |
| 3 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$70.5M |
| 4 |
Two Sigma Advisers
New York
|
-$37.3M |
| 5 |
Goldman Sachs
New York
|
-$28.9M |
HLF Hedge Fund Activity: Q3 2018 in Review
261 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2018, worth a combined $7.71B — up 3.3% from $7.46B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new HLF positions and 18 closed out — a net gain of 39 holders — while 84 added to existing stakes and 88 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $124M. The largest seller was Capital Research Global Investors, cutting an estimated $202M.
- 261 institutional investors held Herbalife (HLF) as of Q3 2018, up from 223 in Q2 2018.
- Funds reported $7.71B of Herbalife stock for Q3 2018, up 3.3% quarter-over-quarter.
- 57 funds opened new Herbalife positions in Q3 2018 and 18 closed out, a net change of +39 holders.
- The largest Herbalife buyer in Q3 2018 was Renaissance Technologies, an estimated $124M added.
- The largest Herbalife seller in Q3 2018 was Capital Research Global Investors, an estimated $202M sold.
Based on aggregated 13F filings for Q3 2018.