William Blair Investment Management
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William Blair Investment Management’s Herbalife HLF Stock Holding History

William Blair Investment Management’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-442,350
Closed -$15M – 443
2017
Q3 		$15M Buy
442,350
+13,706
+3% +$469K 0.05% 289
2017
Q2 		$15.3M Buy
428,644
+41,806
+11% +$1.41M 0.06% 285
2017
Q1 		$11.2M Sell
386,838
-3,299,224
-90% -$91.8M 0.04% 302
2016
Q4 		$88.7M Sell
3,686,062
-88,000
-2% -$2.4M 0.35% 93
2016
Q3 		$117M Buy
3,774,062
+485,676
+15% +$15.3M 0.44% 73
2016
Q2 		$96.2M Buy
3,288,386
+2,986,226
+988% +$89.4M 0.38% 90
2016
Q1 		$9.3M Buy
302,160
+121,060
+67% +$3.12M 0.04% 294
2015
Q4 		$4.86M Sell
181,100
-117,230
-39% -$3.26M 0.02% 352
2015
Q3 		$8.13M Buy
+298,330
New +$8.17M 0.02% 734

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

William Blair Investment Management's HLF Position: Q4 2017 in Review

William Blair Investment Management sold out of Herbalife (HLF) in Q4 2017, closing a stake of 442,350 shares — an estimated $15M sold.

William Blair Investment Management first reported a position in HLF in Q3 2015 and held it in 9 quarters. The position peaked at $117M in Q3 2016. 203 funds tracked by Wall St. Rank hold HLF as of Q4 2017.

  • William Blair Investment Management reported no remaining Herbalife position as of Q4 2017 after selling out during the quarter.
  • William Blair Investment Management sold 442,350 Herbalife shares in Q4 2017, an estimated $15M.
  • William Blair Investment Management first reported a position in Herbalife in Q3 2015 and held it in 9 quarters.
  • William Blair Investment Management's Herbalife position peaked at $117M in Q3 2016.
  • 203 funds tracked by Wall St. Rank held Herbalife as of Q4 2017.

Based on William Blair Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.