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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 %
WA
326
WFG Advisors
Texas
$6K – – –
EWM
327
Elite Wealth Management
Washington
$3K +$3K +64 New
CFA
328
Carroll Financial Associates
North Carolina
$1K – – –
DIA
329
Denver Investment Advisors
Colorado
$394 – – –
BCPEM
330
Bain Capital Public Equity Management
Massachusetts
– -$70.8M -2,028,200 Closed
SCM
331
Scout Capital Management
New York
– -$62.8M -1,800,000 Closed
ARC
332
Absolute Return Capital
Massachusetts
– -$37.2M -1,065,812 Closed
HCM
333
Hayman Capital Management
Texas
– -$30.4M -872,742 Closed
SC
334
Samlyn Capital
New York
– -$21.6M -618,746 Closed
OAM
335
Oxford Asset Management
United Kingdom
– -$20.5M -587,564 Closed
Ninety One (UK)
336
Ninety One (UK)
United Kingdom
– -$13.2M -377,416 Closed
AI
337
Analytic Investors
California
– -$6.95M -199,116 Closed
CCP
338
Clough Capital Partners
Massachusetts
– -$6.06M -173,800 Closed
DFO
339
Duquesne Family Office
New York
– -$5.51M -158,064 Closed
KCM
340
Kingdon Capital Management
New York
– -$3.49M -100,000 Closed
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
– -$2.34M -66,966 Closed
Ohio Public Employees Retirement System (OPERS)
342
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$1.86M -53,288 Closed
Thrivent Financial for Lutherans
343
Thrivent Financial for Lutherans
Minnesota
– -$1.38M -39,600 Closed
PCM
344
Pentwater Capital Management
Florida
– -$823K -23,598 Closed
KAM
345
Keeley Asset Management
Illinois
– -$767K -22,000 Closed
GCM
346
Glaxis Capital Management
Florida
– -$698K -20,000 Closed
ZIM
347
Zacks Investment Management
Illinois
– -$595K -17,058 Closed
Millennium Management
348
Millennium Management
New York
– -$566K -16,212 Closed
WC
349
Wexford Capital
Florida
– -$523K -15,000 Closed
JIP
350
Jaffetilchin Investment Partners
Florida
– -$300K -8,598 Closed
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