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Herbalife
HLF

Overview Fund Activity

255 hedge funds and large institutions have $6.01B invested in Herbalife in 2014 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 87 increasing their positions, 104 reducing their positions, and 63 closing their positions.

Holders
255
Holders Change
-33
Holders Change %
-11.46%
% of All Funds
7.4%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.26%
New
33
Increased
87
Reduced
104
Closed
63
Calls
$710M
Puts
$1.32B
Net Calls
-$606M
Net Calls Change
+$96.9M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$488M
2
OFM
2
Okumus Fund Management
Cayman Islands
$85.6M
3
TCM
3
Tiger Consumer Management
New York
$78.1M
4
PC
4
Perry Capital
New York
$244M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$67.4M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$123M
2
SFM
2
Soros Fund Management
New York
$82.6M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$10M
5
AL
5
AJO LP
Pennsylvania
$19M
Name Market Value Shares Shares
Change 		Shares
Change %
TA
51
Teachers Advisors
New York
$9.32M 425,834 -474 -0.1%
Citadel Advisors
52
Citadel Advisors
Florida
$9.32M 425,846 +352,558 +481%
RCM
53
Ratan Capital Management
Florida
$9.08M 414,890 +302,400 +269%
Capstone Investment Advisors
54
Capstone Investment Advisors
New York
$8.89M 406,540 +229,930 +130%
Invesco
55
Invesco
Georgia
$8.88M 405,886 -44,014 -10%
Daiwa Securities Group
56
Daiwa Securities Group
Japan
$8.24M 357,300 +309,304 +644%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$7.96M 363,884 +43,642 +14%
CC
58
Coastland Capital
California
$7.87M 359,830 -33,666 -9%
ACPU
59
Arrowgrass Capital Partners (US)
Delaware
$7.03M 321,200 -142,400 -31%
Credit Agricole
60
Credit Agricole
France
$6.87M 314,198 +204,192 +186%
WA
61
Wasatch Advisors
Utah
$6.86M 313,614 -1,184,754 -79%
Charles Schwab
62
Charles Schwab
California
$6.49M 296,644 +7,768 +3%
Mitsubishi UFJ Trust & Banking
63
Mitsubishi UFJ Trust & Banking
Japan
$6.29M 287,670 -19,520 -6%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$6.15M 280,998 -37,096 -12%
Millennium Management
65
Millennium Management
New York
$5.95M 271,838 +271,838 New
WAM
66
Wolverine Asset Management
Illinois
$5.93M 271,294 -165,200 -38%
HSBC Holdings
67
HSBC Holdings
United Kingdom
$5.81M 266,030 -15,604 -6%
CA
68
Commerzbank Aktiengesellschaft
Germany
$5.79M 264,684 -49,844 -16%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$5.77M 263,928 -7,222 -3%
CCA
70
Canyon Capital Advisors
Texas
$5.63M 257,300 +224,772 +691%
Federated Hermes
71
Federated Hermes
Pennsylvania
$5.28M 241,194 +116,214 +93%
PPA
72
Parametric Portfolio Associates
Washington
$5.02M 229,354 -249,164 -52%
Wells Fargo
73
Wells Fargo
California
$4.82M 220,454 -928,020 -81%
PCM
74
Pentwater Capital Management
Florida
$4.7M 214,800 +175,000 +440%
HCM
75
Hollencrest Capital Management
California
$4.7M 214,760 -980 -0.5%
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