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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.

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
1
Capital World Investors
California
$547M
2
Bank of America
2
Bank of America
North Carolina
$130M
3
AL
3
AJO LP
Pennsylvania
$104M
4
HCM
4
Hoplite Capital Management
New York
$79.1M
5
HCM
5
Herndon Capital Management
Georgia
$83.3M

Top Sellers

1
SFM
1
Soros Fund Management
New York
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$934M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
5
Scout Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$55.8M 1,419,244 -1,455,874 -51%
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$52.3M 1,330,048 +872,382 +191%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$52.3M 1,328,230 -621,454 -32%
PI
29
PGGM Investments
Netherlands
$50.2M 1,275,678 – –
Wells Fargo
30
Wells Fargo
California
$49.9M 1,268,718 -121,930 -9%
WA
31
Wasatch Advisors
Utah
$49.1M 1,247,864 -19,204 -2%
TCIM
32
TIAA CREF Investment Management
New York
$48.7M 1,238,092 -58,212 -4%
First Trust Advisors
33
First Trust Advisors
Illinois
$47.5M 1,206,166 -35,972 -3%
BFA
34
BlackRock Fund Advisors
California
$47.4M 1,204,364 +37,286 +3%
JCM
35
JGE Capital Management
California
$44.3M 1,125,000 -180,000 -14%
BG
36
BlackRock Group
United Kingdom
$42.8M 1,087,292 -74,160 -6%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$42.8M 1,087,096 -405,600 -27%
FIM
38
Foresters Investment Management
New York
$42.7M 1,086,150 +436,750 +67%
ZDA
39
Zweig-DiMenna Associates
New York
$40.8M 1,036,170 +140,270 +16%
Hudson Bay Capital Management
40
Hudson Bay Capital Management
Connecticut
$40.4M 1,026,820 +297,304 +41%
AC
41
Ascend Capital
California
$35.8M 910,052 +910,052 New
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$34.8M 883,002 +203,856 +30%
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$34.7M 882,552 -580,000 -40%
Legal & General Group
44
Legal & General Group
United Kingdom
$34M 864,998 +19,114 +2%
Citigroup
45
Citigroup
New York
$32.9M 835,162 +339,962 +69%
Lord, Abbett & Co
46
Lord, Abbett & Co
New Jersey
$32.4M 823,600 +195,600 +31%
TCM
47
Tiger Consumer Management
New York
$31.5M 800,000 -736,504 -48%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$31M 788,178 +52,044 +7%
VAM
49
Visium Asset Management
New York
$30.9M 785,978 +23,258 +3%
EBIM
50
Eagle Boston Investment Management
Massachusetts
$29.5M 750,076 +90,218 +14%
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