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Herbalife
HLF

Overview Fund Activity

253 hedge funds and large institutions have $8.46B invested in Herbalife in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-8
Holders Change %
-3.07%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
39
Increased
81
Reduced
102
Closed
45
Calls
$329M
Puts
$688M
Net Calls
-$358M
Net Calls Change
+$53.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$219M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$43.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$42.3M
4
TCM
TimesSquare Capital Management
New York
+$40.5M
5
APG Asset Management
APG Asset Management
Netherlands
+$38.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$36M
2
Morgan Stanley
Morgan Stanley
New York
-$35.8M
3
Bank of America
Bank of America
North Carolina
-$31.2M
4
BlackRock
BlackRock
New York
-$26.1M
5
TI
Think Investments
California
-$23.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
226
Proficio Capital Partners
Massachusetts
$24K – – –
TRCT
227
Tower Research Capital (TRC)
New York
$22K -$48.3K -835 -69%
SWM
228
SeaCrest Wealth Management
New York
$21K – – –
AIM
229
Advantage Investment Management
Iowa
$20K – – –
PCM
230
Prelude Capital Management
New York
$19K -$26.9K -456 -59%
S
231
SignatureFD
Georgia
$17K – – –
OTC
232
Opera Trading Capital
France
$17K – – –
FAM
233
Fred Alger Management
New York
$14K +$14K +230 New
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$13K +$9.28K +162 +249%
BFEC
235
Benjamin F. Edwards & Company
Missouri
$12K – – –
AIC
236
Ameritas Investment Company
Nebraska
$11K +$11K +183 New
RFC
237
Regions Financial Corp
Alabama
$10K – – –
MIM
238
MetLife Investment Management
New Jersey
$8.73K -$59 -1 -0.7%
IA
239
IFP Advisors
Florida
$7K +$7K +119 New
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$6K -$389 -7 -6%
QCG
241
Quadrant Capital Group
Ohio
$5K – – –
HAM
242
Highstreet Asset Management
Ontario, Canada
$4K – – –
EARNEST Partners
243
EARNEST Partners
Georgia
$4K – – –
PWMG
244
Prestige Wealth Management Group
New Jersey
$4K +$4K +72 New
FGC
245
Financial Gravity Companies
Texas
$3K +$3K +46 New
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +34 New
APA
247
American Portfolios Advisors
New York
$1.53K +$1.53K +26 New
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$1K -$5.92K -77 -86%
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
$1K – – –
LC
250
Lindbrook Capital
California
$1K +$1K +28 New
8 9
10
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