Herbalife
HLF
217 hedge funds and large institutions have $6.06B invested in Herbalife in 2019 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 109 reducing their positions, and 71 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
1.25% less ownership
Funds ownership: 95.27% → 94.02% (-1.2%)
19% less funds holding
Funds holding: 269 → 217 (-52)
21% less capital invested
Capital invested by funds: $7.7B → $6.06B (-$1.64B)
32% less call options, than puts
Call options by funds: $179M | Put options by funds: $263M
46% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 109
70% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$174M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$135M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$78.6M |
| 4 |
Morgan Stanley
New York
|
+$57.2M |
| 5 |
BlackRock
New York
|
+$49.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$109M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$90.4M |
| 3 |
D.E. Shaw & Co
New York
|
-$78.2M |
| 4 |
Two Sigma Advisers
New York
|
-$63.5M |
| 5 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$62.7M |
HLF Hedge Fund Activity: Q2 2019 in Review
217 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2019, worth a combined $6.06B — down 21% from $7.7B a quarter earlier.
Sellers outnumbered buyers: 71 funds closed out of HLF and 21 opened new positions — a net loss of 50 holders — while 109 trimmed existing stakes and 59 added.
The largest buyer was Deccan Value Investors, adding an estimated $174M. The largest seller was Fidelity Investments, cutting an estimated $109M.
- 217 institutional investors held Herbalife (HLF) as of Q2 2019, down from 269 in Q1 2019.
- Funds reported $6.06B of Herbalife stock for Q2 2019, down 21% quarter-over-quarter.
- 21 funds opened new Herbalife positions in Q2 2019 and 71 closed out, a net change of -50 holders.
- The largest Herbalife buyer in Q2 2019 was Deccan Value Investors, an estimated $174M added.
- The largest Herbalife seller in Q2 2019 was Fidelity Investments, an estimated $109M sold.
Based on aggregated 13F filings for Q2 2019.