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Herbalife
HLF

Overview Fund Activity

261 hedge funds and large institutions have $7.71B invested in Herbalife in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
261
Holders Change
+38
Holders Change %
+17.04%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
57
Increased
84
Reduced
88
Closed
18
Calls
$259M
Puts
$671M
Net Calls
-$412M
Net Calls Change
+$12.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$415M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$345M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Invesco
4
Invesco
Georgia
$62.4M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$54.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$687M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$276M
3
DVI
3
Deccan Value Investors
Connecticut
$345M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$78.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACB
51
Aristotle Capital Boston
Massachusetts
$16.9M +$1.02M +18,723 +6%
Barclays
52
Barclays
United Kingdom
$16.5M +$3.21M +58,829 +24%
IP
53
Interval Partners
New York
$16.4M +$16.4M +300,000 New
Robeco Institutional Asset Management
54
Robeco Institutional Asset Management
Netherlands
$16.2M +$6.99M +128,122 +76%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$15.7M +$2.59M +47,538 +20%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$15.5M +$262K +4,798 +2%
SIM
57
Spark Investment Management
New York
$14.8M – – –
EBIM
58
Eagle Boston Investment Management
Massachusetts
$13.8M +$247K +4,532 +2%
Balyasny Asset Management
59
Balyasny Asset Management
Illinois
$13.4M +$11.7M +213,877 +680%
ACPU
60
Arrowgrass Capital Partners (US)
Delaware
$13M +$10.9M +199,903 +518%
Swiss National Bank
61
Swiss National Bank
Switzerland
$11M +$131K +2,400 +1%
AA
62
Antipodean Advisors
New York
$10.8M +$10.8M +198,000 New
First Trust Advisors
63
First Trust Advisors
Illinois
$10.7M -$5.21M -95,473 -33%
JCM
64
JS Capital Management
New York
$10.4M -$5.07M -93,006 -33%
Wellington Management Group
65
Wellington Management Group
Massachusetts
$10.2M +$591K +10,836 +6%
WEO
66
William E. Oberndorf
$9.89M – – –
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$9.75M -$584K -10,708 -6%
SG Americas Securities
68
SG Americas Securities
New York
$9.36M +$7.37M +135,092 +371%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$8.88M -$658K -12,060 -7%
Squarepoint
70
Squarepoint
New York
$8.77M -$3.1M -56,867 -26%
UBS AM
71
UBS AM
Illinois
$8.29M +$21K +385 +0.3%
Verition Fund Management
72
Verition Fund Management
Connecticut
$7.87M +$7.61M +139,425 +2,839%
Jacobs Levy Equity Management
73
Jacobs Levy Equity Management
New Jersey
$7.78M +$5.32M +97,480 +216%
CA
74
Commerzbank Aktiengesellschaft
Germany
$7.68M – – –
SEI Investments
75
SEI Investments
Pennsylvania
$6.85M -$322K -5,923 -4%
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