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Herbalife
HLF

Overview Fund Activity

268 hedge funds and large institutions have $7.69B invested in Herbalife in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 107 increasing their positions, 77 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+15
Holders Change %
+5.93%
% of All Funds
5.81%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
58
Increased
107
Reduced
77
Closed
40
Calls
$218M
Puts
$367M
Net Calls
-$148M
Net Calls Change
+$210M

Top Buyers

1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$40.8M
2
Norges Bank
Norges Bank
Norway
$62.7M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$129M
4
American Century Companies
American Century Companies
Missouri
$27.4M
5
APG Asset Management
APG Asset Management
Netherlands
$158M

Top Sellers

1
ROIC
Route One Investment Company
California
$112M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$318M
3
Prudential Financial
Prudential Financial
New Jersey
$2.07M
4
TCM
TimesSquare Capital Management
New York
$0
5
UOC
UBS O'Connor
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
251
Altshuler Shaham
Israel
$7K +$7K +139 New
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$5K -$294 -6 -6%
EARNEST Partners
253
EARNEST Partners
Georgia
$4K – – –
HFM
254
Harvest Fund Management
China
$3K -$115K -2,075 -97%
HAM
255
Highstreet Asset Management
Ontario, Canada
$3K -$889 -16 -23%
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$3K +$1.43K +31 +91%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$3K +$3K +50 New
MCM
258
MV Capital Management
Maryland
$3K +$3K +66 New
FRA
259
Front Row Advisors
California
$2K +$2K +45 New
LC
260
Lindbrook Capital
California
$1K – – –
FGAM
261
Financial Gravity Asset Management
Texas
$1K +$1K +11 New
Bessemer Group
262
Bessemer Group
New Jersey
$1K +$1K +18 New
GT
263
Glenmede Trust
Pennsylvania
$18 +$2 +35 +11%
TCM
264
TimesSquare Capital Management
New York
– -$40.5M -686,400 Closed
UOC
265
UBS O'Connor
Illinois
– -$29.5M -500,000 Closed
Balyasny Asset Management
266
Balyasny Asset Management
Illinois
– -$10.3M -175,271 Closed
MC
267
Maverick Capital
Texas
– -$7.67M -130,160 Closed
DIG
268
DeepCurrents Investment Group
New York
– -$6.64M -112,593 Closed
Point72 Asset Management
269
Point72 Asset Management
Connecticut
– -$6.24M -105,911 Closed
KC
270
Kepos Capital
New York
– -$4.08M -69,139 Closed
JCM
271
JS Capital Management
New York
– -$2.95M -50,000 Closed
EF
272
Empirical Finance
Pennsylvania
– -$2.05M -34,812 Closed
QIM
273
Quantitative Investment Management
Virginia
– -$1.89M -32,000 Closed
HighTower Advisors
274
HighTower Advisors
Illinois
– -$1.87M -31,565 Closed
PP
275
Paloma Partners
Connecticut
– -$1.15M -19,445 Closed
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