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Herbalife
HLF

Overview Fund Activity

288 hedge funds and large institutions have $6.35B invested in Herbalife in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 158 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
8.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
28
Increased
74
Reduced
158
Closed
46
Calls
$780M
Puts
$1.48B
Net Calls
-$703M
Net Calls Change
+$33.3M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$230M
2
Norges Bank
Norges Bank
Norway
$119M
3
Capital World Investors
Capital World Investors
California
$543M
4
Deutsche Bank
Deutsche Bank
Germany
$64.8M
5
Goldman Sachs
Goldman Sachs
New York
$57.7M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$2.3M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$8.41M
3
PC
Perry Capital
New York
$258M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$693M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
276
Glenmede Trust
Pennsylvania
$8K – – –
MFS
277
MSI Financial Services
Massachusetts
$7K -$6.8K -200 -49%
Bessemer Group
278
Bessemer Group
New Jersey
$7K – – –
NES
279
New England Securities
New York
$6K -$1.98K -66 -25%
M&T Bank
280
M&T Bank
New York
$5K -$524K -15,080 -99%
S
281
SignatureFD
Georgia
$5K +$5K +170 New
FCCM
282
First City Capital Management
Georgia
$1.42K – – –
CS
283
Credential Securities
$1.29K – – –
PTC
284
Private Trust Company
Ohio
$1K -$5.95K -250 -86%
WA
285
WFG Advisors
Texas
$1K – – –
PMFA
286
Plante Moran Financial Advisors
Michigan
$1K +$1K +32 New
AWCI
287
Alpine Woods Capital Investors
New York
$452 – – –
BRWA
288
B. Riley Wealth Advisors
Florida
$306 -$211K -6,910 -100%
Arrowstreet Capital
289
Arrowstreet Capital
Massachusetts
– -$46.4M -1,620,214 Closed
OCAM
290
Owl Creek Asset Management
New York
– -$30.3M -1,056,400 Closed
PCM
291
Palestra Capital Management
New York
– -$23.5M -822,000 Closed
HCM
292
Hayman Capital Management
Texas
– -$18.2M -636,000 Closed
BPCM
293
Beach Point Capital Management
California
– -$17.2M -600,000 Closed
TS
294
Twin Securities
New York
– -$15.4M -539,490 Closed
SP
295
Steelhead Partners
Washington
– -$15.1M -528,766 Closed
WCM
296
Waterstone Capital Management
Minnesota
– -$9.38M -327,400 Closed
LCM
297
Lonestar Capital Management
California
– -$9.28M -324,000 Closed
BA
298
Boston Advisors
Massachusetts
– -$7.08M -247,248 Closed
Two Sigma Advisers
299
Two Sigma Advisers
New York
– -$5.25M -183,274 Closed
Two Sigma Investments
300
Two Sigma Investments
New York
– -$4.77M -166,594 Closed
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