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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 %
UBS AM
51
UBS AM
Illinois
$29.1M 738,420 -87,900 -11%
JG
52
Jefferies Group
New York
$25.6M 650,436 +228,130 +54%
Barclays
53
Barclays
United Kingdom
$25M 640,454 +640,454 New
Invesco
54
Invesco
Georgia
$23.9M 607,328 +112,832 +23%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$21.9M 555,356 +4,408 +0.8%
UOC
56
UBS O'Connor
Illinois
$21M 534,224 +384,224 +256%
AP
57
Alydar Partners
Massachusetts
$20.9M 530,000 +530,000 New
RCM
58
Ratan Capital Management
Florida
$19.1M 486,536 +486,536 New
AllianceBernstein
59
AllianceBernstein
Tennessee
$19M 483,476 +118,126 +32%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$18.9M 480,674 +469,200 +4,089%
RG
61
Renaissance Group
Kentucky
$17M 432,324 -27,206 -6%
NI
62
Numeric Investors
Massachusetts
$16.8M 427,200 +125,800 +42%
PCM
63
Palestra Capital Management
New York
$16.7M 424,800 +188,400 +80%
PHS
64
Pekin Hardy Strauss
Illinois
$16.5M 419,762 -213,684 -34%
Capital Fund Management (CFM)
65
Capital Fund Management (CFM)
France
$15.8M 401,496 +244,952 +156%
MAA
66
Managed Account Advisors
New Jersey
$14.2M 360,638 +144,664 +67%
CS
67
Credit Suisse
Switzerland
$13.8M 350,502 -245,824 -41%
AII
68
AGF Investments Inc
Ontario, Canada
$13.7M 347,308 -471,310 -58%
Dimensional Fund Advisors
69
Dimensional Fund Advisors
Texas
$13.7M 347,088 +55,170 +19%
TS
70
Twin Securities
New York
$13.6M 344,580 +344,580 New
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$13.2M 334,492 -6,954 -2%
CM
72
Corvex Management
New York
$12.6M 319,034 -518,972 -62%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$12.5M 318,478 -19,354 -6%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$12.5M 317,752 -11,600 -4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$12.1M 308,694 +2,000 +0.7%
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