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Herbalife
HLF

Overview Fund Activity

201 hedge funds and large institutions have $6.08B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
5.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
36
Increased
61
Reduced
75
Closed
39
Calls
$399M
Puts
$901M
Net Calls
-$502M
Net Calls Change
+$198M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
BlackRock
2
BlackRock
New York
$183M
3
ROIC
3
Route One Investment Company
California
$412M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$130M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$11.2M
2
ICP
2
Indus Capital Partners
New York
$51.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$67.2M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$30.2M +$2.94M +101,098 +11%
SCM
27
Stonehill Capital Management
New York
$27.4M +$27.4M +941,632 New
WAM
28
Wolverine Asset Management
Illinois
$26.7M +$23.2M +798,000 +659%
PHS
29
PFM Health Sciences
California
$26.3M +$26.3M +906,124 New
Morgan Stanley
30
Morgan Stanley
New York
$26.1M -$37.4M -1,285,036 -59%
PHS
31
Pekin Hardy Strauss
Illinois
$25.7M -$539K -18,558 -2%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$24M +$145K +4,998 +0.6%
Northern Trust
33
Northern Trust
Illinois
$22.8M +$402K +13,842 +2%
Legal & General Group
34
Legal & General Group
United Kingdom
$21.2M +$858K +29,510 +4%
Capstone Investment Advisors
35
Capstone Investment Advisors
New York
$18.8M -$943K -32,432 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$18.7M -$2.61M -89,950 -12%
SAM
37
Serengeti Asset Management
New York
$17.4M +$5.81M +200,000 +50%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$16.7M -$477K -16,400 -3%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$16.7M +$551K +18,958 +3%
PPA
40
Parametric Portfolio Associates
Washington
$15.7M +$229K +7,868 +1%
Charles Schwab
41
Charles Schwab
California
$13.7M +$449K +15,442 +3%
MCG
42
Meru Capital Group
New York
$13.1M +$13.1M +449,600 New
TCIM
43
TIAA CREF Investment Management
New York
$12.2M +$470K +16,174 +4%
AC
44
Aristeia Capital
Connecticut
$11.9M -$6.67M -229,400 -36%
Ameriprise
45
Ameriprise
Minnesota
$11.7M -$9.35M -321,766 -44%
6CM
46
683 Capital Management
New York
$11.6M +$11.6M +400,000 New
William Blair Investment Management
47
William Blair Investment Management
Illinois
$11.2M -$95.9M -3,299,224 -90%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$9.52M +$233K +8,002 +3%
LSC
49
Lyon Street Capital
California
$9.14M +$3.4M +116,982 +59%
Citigroup
50
Citigroup
New York
$8.91M -$679K -23,344 -7%
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