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Herbalife
HLF

253 hedge funds and large institutions have $8.46B invested in Herbalife in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

10% more capital invested

Capital invested by funds: $7.71B → $8.46B (+$750M)

2.4% more ownership

Funds ownership: 89.71% → 92.11% (+2.4%)

3% less funds holding

Funds holding: 261 → 253 (-8)

13% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 45

21% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 102

52% less call options, than puts

Call options by funds: $329M | Put options by funds: $688M

Holders
253
Holders Change
-8
Holders Change %
-3.07%
% of All Funds
5.64%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
39
Increased
81
Reduced
102
Closed
45
Calls
$329M
Puts
$688M
Net Calls
-$358M
Net Calls Change
+$53.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$205M
2
APG Asset Management
APG Asset Management
Netherlands
+$40.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$40.4M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$39.6M
5
TCM
TimesSquare Capital Management
New York
+$37.9M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$33.7M
2
Morgan Stanley
Morgan Stanley
New York
-$33.5M
3
Bank of America
Bank of America
North Carolina
-$29.2M
4
BlackRock
BlackRock
New York
-$24.4M
5
TI
Think Investments
California
-$23.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
Icahn Carl
Florida
$2.08B – – –
Capital Research Global Investors
2
Capital Research Global Investors
California
$961M +$205M +3,720,807 +30%
Vanguard Group
3
Vanguard Group
Pennsylvania
$636M +$40.4M +731,413 +7%
Renaissance Technologies
4
Renaissance Technologies
New York
$483M +$33.1M +598,915 +8%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$409M +$33.3M +603,719 +10%
DVI
6
Deccan Value Investors
Connecticut
$368M -$4.13M -74,817 -1%
BlackRock
7
BlackRock
New York
$310M -$24.4M -442,783 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$291M -$7.04M -127,455 -3%
ROIC
9
Route One Investment Company
California
$233M +$589K +10,673 +0.3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$170M -$17.2M -312,250 -10%
CS
11
Credit Suisse
Switzerland
$167M +$11.9M +214,992 +8%
APG Asset Management
12
APG Asset Management
Netherlands
$146M +$40.7M +738,200 +35%
Bank of America
13
Bank of America
North Carolina
$146M -$29.2M -529,330 -18%
State Street
14
State Street
Massachusetts
$105M +$12.3M +223,045 +14%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$101M +$39.6M +717,817 +72%
JP Morgan Chase
16
JP Morgan Chase
New York
$85.4M -$12.3M -222,879 -13%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$81.7M -$3.1M -56,100 -4%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$66.9M +$3.05M +55,198 +5%
CIP
19
CAS Investment Partners
Connecticut
$66.6M – – –
Morgan Stanley
20
Morgan Stanley
New York
$65.5M -$33.5M -606,538 -35%
AL
21
AJO LP
Pennsylvania
$64M +$12.4M +224,076 +26%
Invesco
22
Invesco
Georgia
$56.1M -$10.6M -191,815 -17%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$55.4M -$3.52M -63,839 -6%
BCM
24
Bronte Capital Management
Australia
$55.2M +$51.7M +936,745 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.9M +$13.8M +250,735 +42%
1
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HLF Hedge Fund Activity: Q4 2018 in Review

253 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2018, worth a combined $8.46B — up 9.7% from $7.71B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HLF and 39 opened new positions — a net loss of 6 holders — while 102 trimmed existing stakes and 81 added.

The largest buyer was Capital Research Global Investors, adding an estimated $205M. The largest seller was Millennium Management, cutting an estimated $33.7M.

  • 253 institutional investors held Herbalife (HLF) as of Q4 2018, down from 261 in Q3 2018.
  • Funds reported $8.46B of Herbalife stock for Q4 2018, up 9.7% quarter-over-quarter.
  • 39 funds opened new Herbalife positions in Q4 2018 and 45 closed out, a net change of -6 holders.
  • The largest Herbalife buyer in Q4 2018 was Capital Research Global Investors, an estimated $205M added.
  • The largest Herbalife seller in Q4 2018 was Millennium Management, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2018.