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Herbalife
HLF

Overview Fund Activity

328 hedge funds and large institutions have $7.57B invested in Herbalife in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+25
Holders Change %
+8.25%
% of All Funds
9.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
56
Increased
112
Reduced
123
Closed
30
Calls
$1.49B
Puts
$2.39B
Net Calls
-$893M
Net Calls Change
-$575M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$145M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AL
AJO LP
Pennsylvania
+$104M
4
HCM
Hoplite Capital Management
New York
+$79.1M
5
HCM
Herndon Capital Management
Georgia
+$70.6M

Top Sellers

1
SFM
Soros Fund Management
New York
-$144M
2
Morgan Stanley
Morgan Stanley
New York
-$142M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$70.8M
5
SCM
Scout Capital Management
New York
-$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
226
US Bancorp
Minnesota
$725K -$246K -6,254 -25%
Janus Henderson Group
227
Janus Henderson Group
United Kingdom
$720K – – –
MVP
228
Miller Value Partners
Florida
$709K – – –
Axa
229
Axa
France
$693K +$693K +17,600 New
Asset Management One
230
Asset Management One
Japan
$683K -$302K -7,722 -31%
Allianz Asset Management
231
Allianz Asset Management
Germany
$666K +$666K +16,916 New
CL
232
CSS LLC
Illinois
$666K +$666K +16,934 New
Prudential Financial
233
Prudential Financial
New Jersey
$631K -$3.21M -81,600 -84%
MCM
234
McKinley Capital Management
Alaska
$628K -$3.23K -82 -0.5%
SC
235
Scotia Capital
Ontario, Canada
$625K -$447K -11,370 -42%
AL
236
Airain Ltd
Guernsey
$625K +$625K +15,872 New
M&T Bank
237
M&T Bank
New York
$609K -$242K -6,156 -28%
WAM
238
World Asset Management
Michigan
$609K -$184K -4,686 -23%
PCP
239
Perimeter Capital Partners
Georgia
$589K +$252K +6,400 +75%
KeyBank National Association
240
KeyBank National Association
Ohio
$588K – – –
Caisse de Depot et Placement du Quebec (CDPQ)
241
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$582K -$236K -6,000 -29%
CIBC Asset Management
242
CIBC Asset Management
Ontario, Canada
$556K +$7.32K +186 +1%
AG
243
Aperio Group
California
$550K -$451K -12,932 Closed
AWCI
244
Alpine Woods Capital Investors
New York
$550K -$393K -10,000 -42%
BIM
245
BRC Investment Management
Colorado
$537K +$6.69K +170 +1%
TWI
246
Thomas White International
Illinois
$525K +$269K +6,830 +105%
IFS
247
Ifrah Financial Services
Arkansas
$521K +$521K +13,232 New
AIG
248
American International Group
New York
$515K -$1.09M -27,694 -68%
MYLI
249
Meiji Yasuda Life Insurance
Japan
$500K -$23.6K -600 -5%
Commonwealth Equity Services
250
Commonwealth Equity Services
Massachusetts
$496K -$26.4K -672 -5%
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