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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
+$145M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AL
AJO LP
Pennsylvania
+$104M
4
HCM
Hoplite Capital Management
New York
+$79.1M
5
HCM
Herndon Capital Management
Georgia
+$70.6M

Top Sellers

1
SFM
Soros Fund Management
New York
-$144M
2
Morgan Stanley
Morgan Stanley
New York
-$142M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$70.8M
5
SCM
Scout Capital Management
New York
-$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
301
Robeco Institutional Asset Management
Netherlands
$48K – – –
Manulife (Manufacturers Life Insurance)
302
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47.2K -$15.8K -400,278 -25%
PSUF
303
People's United Financial
Connecticut
$47K +$47K +1,200 New
PMAM
304
Picton Mahoney Asset Management
Ontario, Canada
$47K +$47K +1,200 New
OMCS
305
Old Mutual Customised Solutions
South Africa
$31K – – –
SAMC
306
Shinko Asset Management Company
Japan
$31K – – –
ECM
307
ETrade Capital Management
Virginia
$30K -$4.4K -112 -13%
BGIM
308
Brandywine Global Investment Management
Pennsylvania
$24K +$14.1K +356 +141%
QT
309
Quantbot Technologies
New York
$23K -$858K -22,380 -97%
Creative Planning
310
Creative Planning
Kansas
$22K – – –
Envestnet Asset Management
311
Envestnet Asset Management
Illinois
$21K +$6.58K +166 +46%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$20K – – –
M
313
MOTCO
Texas
$20K – – –
ST
314
Stifel Trust
Missouri
$17K – – –
SEC
315
Seven Eight Capital
New York
$16K +$16K +400 New
MFS
316
MSI Financial Services
Massachusetts
$16K +$16K +406 New
AP
317
Advisors Preferred
Maryland
$16K +$16K +414 New
GT
318
Glenmede Trust
Pennsylvania
$14K -$24.6K -662 -64%
TRCT
319
Tower Research Capital (TRC)
New York
$13K -$34.5K -876 -73%
NES
320
New England Securities
New York
$13K +$3.82K +100 +42%
FNBT
321
FineMark National Bank & Trust
Florida
$13K +$9.46K +240 +267%
PTC
322
Private Trust Company
Ohio
$13K +$10.6K +280 +452%
TCOV
323
Trust Company of Vermont
Vermont
$9K – – –
FHA
324
First Horizon Advisors
Tennessee
$8K +$8K +206 New
EFSCE
325
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
11 12
13
14 15