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Herbalife
HLF

Overview Fund Activity

255 hedge funds and large institutions have $6.01B invested in Herbalife in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-33
Holders Change %
-11.46%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
33
Increased
87
Reduced
104
Closed
63
Calls
$710M
Puts
$1.32B
Net Calls
-$606M
Net Calls Change
+$96.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$488M
2
OFM
2
Okumus Fund Management
Cayman Islands
$85.6M
3
TCM
3
Tiger Consumer Management
New York
$78.1M
4
PC
4
Perry Capital
New York
$244M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$67.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$123M
2
SFM
2
Soros Fund Management
New York
$82.6M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$10M
5
AL
5
AJO LP
Pennsylvania
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Acadian Asset Management
226
Acadian Asset Management
Massachusetts
$95K +$95K +4,326 New
RFC
227
Russell Frank Company
Washington
$84K -$4.92M -223,750 -98%
LIA
228
LS Investment Advisors
Michigan
$77K – – –
PSUF
229
People's United Financial
Connecticut
$74K +$52.2K +2,400 +240%
DekaBank Deutsche Girozentrale
230
DekaBank Deutsche Girozentrale
Germany
$52K -$408K -18,972 -89%
BC
231
Bartlett & Co
Ohio
$51K – – –
ClearBridge Investments
232
ClearBridge Investments
New York
$44K – – –
CAM
233
CMT Asset Management
Illinois
$41K -$326K -15,072 -89%
Manulife (Manufacturers Life Insurance)
234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36.9K +$12.3K +562,226 +50%
Parallax Volatility Advisers
235
Parallax Volatility Advisers
California
$36K -$790 -36 -2%
NFG
236
Next Financial Group
Texas
$35K +$35K +1,600 New
WTC
237
WhitTier Trust Company
Nevada
$33K – – –
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$29K -$6.31K -290 -18%
MHS
239
M Holdings Securities
Oregon
$22K +$22K +1,000 New
MAM
240
Mizuho Asset Management
Japan
$22K +$22K +1,006 New
MFS
241
MSI Financial Services
Massachusetts
$16K +$11.4K +506 +246%
SAMC
242
Shinko Asset Management Company
Japan
$15K +$4.3K +200 +40%
Creative Planning
243
Creative Planning
Kansas
$12K -$44.1K -2,020 -79%
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$10K -$3.12K -138 -24%
ST
245
Stifel Trust
Missouri
$10K – – –
CBOA
246
Commonwealth Bank of Australia
Australia
$9K -$9K -400 -50%
ST
247
Spot Trading
Illinois
$7K -$451K -20,356 -98%
HIM
248
Hillsdale Investment Management
Ontario, Canada
$4K -$156K -7,800 -98%
NES
249
New England Securities
New York
$4K – – –
WEC
250
Winslow Evans & Crocker
Massachusetts
$3.46K +$3.46K +160 New
8 9
10
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