Herbalife
HLF
196 hedge funds and large institutions have $4.84B invested in Herbalife in 2019 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 84 reducing their positions, and 42 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
9.32% less ownership
Funds ownership: 94.02% → 84.7% (-9.3%)
10% less funds holding
Funds holding: 217 → 196 (-21)
20% less capital invested
Capital invested by funds: $6.06B → $4.84B (-$1.21B)
36% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 84
42% less call options, than puts
Call options by funds: $68.7M | Put options by funds: $118M
48% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$84M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$82M |
| 3 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
+$80.7M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$19.6M |
| 5 |
BCM
Bronte Capital Management
Bondi Junction,
Australia
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$167M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$98M |
| 3 |
BlackRock
New York
|
-$69M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$58M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$50.9M |
HLF Hedge Fund Activity: Q3 2019 in Review
196 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2019, worth a combined $4.84B — down 20% from $6.06B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of HLF and 22 opened new positions — a net loss of 20 holders — while 84 trimmed existing stakes and 54 added.
The largest buyer was Route One Investment Company, adding an estimated $84M. The largest seller was Credit Suisse, cutting an estimated $167M.
- 196 institutional investors held Herbalife (HLF) as of Q3 2019, down from 217 in Q2 2019.
- Funds reported $4.84B of Herbalife stock for Q3 2019, down 20% quarter-over-quarter.
- 22 funds opened new Herbalife positions in Q3 2019 and 42 closed out, a net change of -20 holders.
- The largest Herbalife buyer in Q3 2019 was Route One Investment Company, an estimated $84M added.
- The largest Herbalife seller in Q3 2019 was Credit Suisse, an estimated $167M sold.
Based on aggregated 13F filings for Q3 2019.