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Herbalife
HLF

Overview Fund Activity

207 hedge funds and large institutions have $7.17B invested in Herbalife in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 29 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
35
Increased
59
Reduced
79
Closed
29
Calls
$475M
Puts
$1.14B
Net Calls
-$666M
Net Calls Change
-$164M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$572M
2
TI
2
Think Investments
California
$31.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$190M
4
JCM
4
JS Capital Management
New York
$15.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$101M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$19.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$31.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.75M
4
CS
4
Credit Suisse
Switzerland
$282M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$9.65M -$1.27M -35,666 -12%
QIM
52
Quantitative Investment Management
Virginia
$9.58M +$5.23M +146,600 +120%
GC
53
Guggenheim Capital
Illinois
$8.92M -$442K -12,384 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$8.72M -$1.71M -48,044 -16%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$8.33M -$1.02M -28,654 -11%
Swiss National Bank
56
Swiss National Bank
Switzerland
$8.3M +$78.5K +2,200 +1%
CFIC
57
City Financial Investment Company
United Kingdom
$8.13M – – –
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$7.83M +$88.7K +2,486 +1%
ACB
59
Aristotle Capital Boston
Massachusetts
$7.76M +$1.52M +42,598 +24%
EBIM
60
Eagle Boston Investment Management
Massachusetts
$7.45M +$17.3K +486 +0.2%
SIM
61
Spark Investment Management
New York
$7.15M -$1.49M -41,800 -17%
HI
62
HBK Investments
Texas
$6.51M +$4.69M +131,400 +258%
BGIM
63
Brandywine Global Investment Management
Pennsylvania
$6.03M +$6.03M +169,106 New
FIM
64
Foresters Investment Management
New York
$5.66M -$1.11M -31,200 -16%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$5.58M -$637K -17,854 -10%
CA
66
Commerzbank Aktiengesellschaft
Germany
$5.04M -$184K -5,154 -4%
UBS AM
67
UBS AM
Illinois
$5.01M +$763K +21,382 +18%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$4.92M +$4.92M +138,070 New
Invesco
69
Invesco
Georgia
$4.43M +$1.56M +43,620 +54%
UONDDL
70
University of Notre Dame du Lac
Indiana
$4.18M -$2.98M -83,524 -42%
FL
71
Fort LP
Maryland
$4.16M -$138K -3,860 -3%
SCM
72
Steadfast Capital Management
New York
$4.04M +$4.04M +113,206 New
Two Sigma Advisers
73
Two Sigma Advisers
New York
$4.03M +$457K +12,800 +13%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$3.75M -$38.7M -1,085,998 -91%
AC
75
Aristeia Capital
Connecticut
$3.73M -$10.8M -303,098 -74%
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