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Herbalife
HLF

Overview Fund Activity

303 hedge funds and large institutions have $6.99B invested in Herbalife in 2013 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 63 increasing their positions, 158 reducing their positions, and 29 closing their positions.

Holders
303
Holders Change
+23
Holders Change %
+8.21%
% of All Funds
9.83%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.26%
New
54
Increased
63
Reduced
158
Closed
29
Calls
$965M
Puts
$1.28B
Net Calls
-$318M
Net Calls Change
-$330M

Top Buyers

1
PC
1
Perry Capital
New York
$184M
2
Capital World Investors
2
Capital World Investors
California
$356M
3
OH
3
Orbis Holdings
Bermuda
$103M
4
SCM
4
Scout Capital Management
New York
$62.8M
5
PC
5
PointState Capital
New York
$64.4M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$345M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$896M
3
TCM
3
Tiger Consumer Management
New York
$53.6M
4
PI
4
Putnam Investments
Massachusetts
$6.21M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$48.5M -$4.82M -138,108 -9%
HCM
27
Huber Capital Management
California
$48.5M -$37.1M -1,064,500 -43%
Northern Trust
28
Northern Trust
Illinois
$45.9M -$10.9M -313,224 -19%
JCM
29
JGE Capital Management
California
$45.5M – – –
TCIM
30
TIAA CREF Investment Management
New York
$45.2M -$20.5M -586,524 -31%
PI
31
PGGM Investments
Netherlands
$44.5M +$44.5M +1,275,678 New
WA
32
Wasatch Advisors
Utah
$44.2M -$35.1M -1,005,558 -44%
First Trust Advisors
33
First Trust Advisors
Illinois
$43.3M +$33.7M +965,180 +348%
BFA
34
BlackRock Fund Advisors
California
$40.7M +$461K +13,226 +1%
BG
35
BlackRock Group
United Kingdom
$40.5M +$2.75M +78,932 +7%
ARC
36
Absolute Return Capital
Massachusetts
$37.2M +$37.2M +1,065,812 New
Deutsche Bank
37
Deutsche Bank
Germany
$32.8M +$19.4M +555,740 +144%
ZDA
38
Zweig-DiMenna Associates
New York
$31.3M +$6.14M +175,880 +24%
HCM
39
Hayman Capital Management
Texas
$30.4M +$30.4M +872,742 New
AA
40
Antipodean Advisors
New York
$29.8M +$29.8M +853,000 New
Legal & General Group
41
Legal & General Group
United Kingdom
$29.5M +$370K +10,602 +1%
CM
42
Corvex Management
New York
$29.2M +$29.2M +838,006 New
UBS AM
43
UBS AM
Illinois
$28.8M -$1.51M -43,428 -5%
AII
44
AGF Investments Inc
Ontario, Canada
$28.5M -$188K -5,400 -0.7%
VAM
45
Visium Asset Management
New York
$26.6M +$6.34M +181,698 +31%
Geode Capital Management
46
Geode Capital Management
Massachusetts
$25.7M -$2.63M -75,284 -9%
Hudson Bay Capital Management
47
Hudson Bay Capital Management
Connecticut
$25.4M +$24.8M +712,106 +4,090%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$23.7M +$728K +20,872 +3%
FIM
49
Foresters Investment Management
New York
$22.7M -$15.7M -450,600 -41%
EBIM
50
Eagle Boston Investment Management
Massachusetts
$22.5M -$507K -14,858 -2%
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