Herbalife
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$205M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$40.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$40.4M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$39.6M |
| 5 |
TCM
TimesSquare Capital Management
New York
|
+$37.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$33.7M |
| 2 |
Morgan Stanley
New York
|
-$33.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$29.2M |
| 4 |
BlackRock
New York
|
-$24.4M |
| 5 |
TI
Think Investments
San Francisco,
California
|
-$23.6M |
HLF Hedge Fund Activity: Q4 2018 in Review
253 of the 4,505 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.