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Herbalife
HLF

Overview Fund Activity

242 hedge funds and large institutions have $4.02B invested in Herbalife in 2014 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 111 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
-13
Holders Change %
-5.1%
% of All Funds
6.46%
Holding in Top 10
4
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-55.56%
% of All Funds
0.11%
New
33
Increased
70
Reduced
111
Closed
42
Calls
$1.11B
Puts
$1.97B
Net Calls
-$860M
Net Calls Change
-$254M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$515M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$101M
3
JHIU
3
Janus Henderson Investors US
Colorado
$75.6M
4
SFM
4
Soros Fund Management
New York
$130M
5
CS
5
Credit Suisse
Switzerland
$241M

Top Sellers

1
ACM
1
Americafirst Capital Management
California
$239M
2
PC
2
Perry Capital
New York
$0
3
OFM
3
Okumus Fund Management
Cayman Islands
$0
4
TCM
4
Tiger Consumer Management
New York
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAMC
226
Shinko Asset Management Company
Japan
$13K – – –
NFG
227
Next Financial Group
Texas
$11K -$18.3K -1,000 -63%
TRCT
228
Tower Research Capital (TRC)
New York
$9K -$328K -17,108 -97%
ICP
229
Indus Capital Partners
New York
$7.82K +$7.82K +415,000 New
Acadian Asset Management
230
Acadian Asset Management
Massachusetts
$7K -$78.1K -3,970 -92%
MAM
231
Mizuho Asset Management
Japan
$7K -$10.9K -612 -61%
Simplex Trading
232
Simplex Trading
Illinois
$6K +$6K +300 New
MFS
233
MSI Financial Services
Massachusetts
$4K -$8.6K -486 -68%
NES
234
New England Securities
New York
$4K – – –
LS
235
Lupo Securities
Illinois
$3.77K +$3.77K +200 New
GT
236
Glenmede Trust
Pennsylvania
$3K -$381K -25,400 -99%
WA
237
WFG Advisors
Texas
$1K – – –
PMFA
238
Plante Moran Financial Advisors
Michigan
$1K – – –
IF
239
Ironwood Financial
Arizona
$1K +$1K +28 New
PHK
240
Point72 Hong Kong
Hong Kong
$1K +$1K +58 New
CS
241
Credential Securities
$753 – – –
BRWA
242
B. Riley Wealth Advisors
Florida
$25 +$25 +1,320 New
PC
243
Perry Capital
New York
– -$244M -11,150,000 Closed
OFM
244
Okumus Fund Management
Cayman Islands
– -$85.6M -3,914,424 Closed
TCM
245
Tiger Consumer Management
New York
– -$78.1M -3,570,608 Closed
First Trust Advisors
246
First Trust Advisors
Illinois
– -$34.6M -1,583,406 Closed
CCA
247
Catalyst Capital Advisors
New York
– -$13.7M -627,100 Closed
FIM
248
Foresters Investment Management
New York
– -$12.8M -586,600 Closed
RG
249
Renaissance Group
Kentucky
– -$9.54M -435,960 Closed
RCM
250
Ratan Capital Management
Florida
– -$9.08M -414,890 Closed
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