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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
$547M
2
Bank of America
Bank of America
North Carolina
$130M
3
AL
AJO LP
Pennsylvania
$104M
4
HCM
Hoplite Capital Management
New York
$79.1M
5
HCM
Herndon Capital Management
Georgia
$83.3M

Top Sellers

1
SFM
Soros Fund Management
New York
$252M
2
Morgan Stanley
Morgan Stanley
New York
$247M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
Scout Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$487K -$76.2K -1,938 -14%
AAM
252
Azzad Asset Management
Virginia
$482K +$16.4K +418 +4%
Group One Trading
253
Group One Trading
Illinois
$464K -$2.17M -55,240 -82%
FHB
254
First Hawaiian Bank
Hawaii
$464K – – –
MLICM
255
Metropolitan Life Insurance Company (MetLife)
New York
$461K – – –
WBC
256
Westpac Banking Corp
Australia
$459K -$47.2K -1,200 -9%
VKH
257
Virtu KCG Holdings
New York
$457K -$278K -7,048 -38%
CBOA
258
Commonwealth Bank of Australia
Australia
$433K +$23.6K +600 +6%
AA
259
ALPS Advisors
Colorado
$432K +$212K +6,580 +96%
LSV Asset Management
260
LSV Asset Management
Illinois
$424K – – –
FAAS
261
First Allied Advisory Services
California
$411K +$411K +10,348 New
HCM
262
Highbridge Capital Management
New York
$400K +$400K +10,162 New
QI
263
QS Investors
New York
$386K – – –
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$380K -$24.7K -628 -6%
GCT
265
Galaxy Capital Trading
British Virgin Islands
$370K +$370K +9,400 New
SCM
266
Stux Capital Management
New York
$362K -$2.6M -66,200 -88%
AB
267
AT Bancorp
Iowa
$354K – – –
Zurich Cantonal Bank
268
Zurich Cantonal Bank
Switzerland
$348K -$52.6K -1,336 -13%
CAM
269
Capstone Asset Management
Texas
$337K -$419K -10,650 -55%
MYAM
270
Meiji Yasuda Asset Management
Japan
$337K -$7.88K -200 -2%
B
271
BancorpSouth
Mississippi
$332K +$79 +2 +0%
HIM
272
Hillsdale Investment Management
Ontario, Canada
$315K +$315K +8,000 New
FMBTD
273
First Midwest Bank Trust Division
Illinois
$312K -$1.37M -34,840 -81%
MIC
274
MU Investments Company
Japan
$295K +$295K +7,480 New
SGH
275
Schonfeld Group Holdings
New York
$276K +$276K +7,024 New
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