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Herbalife
HLF

Overview Fund Activity

242 hedge funds and large institutions have $5.85B invested in Herbalife in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
6.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
41
Increased
95
Reduced
81
Closed
24
Calls
$778M
Puts
$1.08B
Net Calls
-$301M
Net Calls Change
-$324M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$390M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$96.2M
3
Bank of America
3
Bank of America
North Carolina
$161M
4
OCAM
4
Owl Creek Asset Management
New York
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$354M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$506M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$35.4M
3
American Century Companies
3
American Century Companies
Missouri
$3.54M
4
CS
4
Credit Suisse
Switzerland
$263M
5
AL
5
AJO LP
Pennsylvania
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
AIM
226
Advantage Investment Management
Iowa
$12K 202 – –
NFG
227
Next Financial Group
Texas
$11K 200 -100 -33%
Loomis, Sayles & Company
228
Loomis, Sayles & Company
Massachusetts
$10K 175 +175 New
AF
229
Allworth Financial
California
$8K 139 – –
GT
230
Glenmede Trust
Pennsylvania
$7K 126 +26 +26%
FNBT
231
FineMark National Bank & Trust
Florida
$6K 110 +110 New
CA
232
Commerzbank Aktiengesellschaft
Germany
$4.34K 74,096 -2,391 -3%
ASN
233
Advisory Services Network
Georgia
$2K 37 – –
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$2K 29 – –
CS
235
Credential Securities
$1.17K 20 – –
WA
236
WFG Advisors
Texas
$1K 16 -7 -30%
PCP
237
Proficio Capital Partners
Massachusetts
$1K 15 – –
OSAM
238
O'Shaughnessy Asset Management
Connecticut
$1K 23 – –
WA
239
Winfield Associates
Ohio
$1K 10 – –
PMFA
240
Plante Moran Financial Advisors
Michigan
$1K 16 – –
CCA
241
Canyon Capital Advisors
Texas
– – -151,285 Closed
WEO
242
William E. Oberndorf
– – -112,000 Closed
SG Americas Securities
243
SG Americas Securities
New York
– – -105,718 Closed
PP
244
Paloma Partners
Connecticut
– – -67,044 Closed
QIM
245
Quantitative Investment Management
Virginia
– – -55,700 Closed
HCM
246
Highbridge Capital Management
New York
– – -47,299 Closed
PI
247
Putnam Investments
Massachusetts
– – -42,092 Closed
AL
248
Airain Ltd
Guernsey
– – -28,417 Closed
CG
249
Clinton Group
New York
– – -22,215 Closed
OAC
250
OMERS Administration Corp
Ontario, Canada
– – -19,700 Closed
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