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Herbalife
HLF

Overview Fund Activity

288 hedge funds and large institutions have $6.35B invested in Herbalife in 2014 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 158 reducing their positions, and 46 closing their positions.

Holders
288
Holders Change
-20
Holders Change %
-6.49%
% of All Funds
8.28%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
28
Increased
74
Reduced
158
Closed
46
Calls
$780M
Puts
$1.48B
Net Calls
-$703M
Net Calls Change
+$33.3M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$230M
2
Norges Bank
2
Norges Bank
Norway
$119M
3
Capital World Investors
3
Capital World Investors
California
$543M
4
Deutsche Bank
4
Deutsche Bank
Germany
$64.8M
5
Goldman Sachs
5
Goldman Sachs
New York
$57.7M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$2.3M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$8.41M
3
PC
3
Perry Capital
New York
$258M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$693M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
76
Raymond James & Associates
Florida
$6.43M +$1.23M +38,054 +24%
MTB
77
Mizuho Trust & Banking
Japan
$6.29M -$1.03M -32,052 -14%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$6.23M -$492K -15,240 -7%
AllianceBernstein
79
AllianceBernstein
Tennessee
$6.1M -$3.22M -99,856 -35%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$5.71M -$4.61M -143,000 -45%
Barclays
81
Barclays
United Kingdom
$5.7M +$2.68M +83,748 +89%
Capstone Investment Advisors
82
Capstone Investment Advisors
New York
$5.7M +$4.78M +148,210 +522%
MAA
83
Managed Account Advisors
New Jersey
$5.65M -$422K -13,092 -7%
BJ
84
BlackRock Japan
Japan
$5.35M -$898K -27,822 -14%
KBC Group
85
KBC Group
Belgium
$5.3M +$2.72M +84,438 +106%
BCM
86
Bridgeway Capital Management
Texas
$5.23M – – –
Swiss National Bank
87
Swiss National Bank
Switzerland
$5.1M -$303K -9,400 -6%
PHS
88
Pekin Hardy Strauss
Illinois
$4.84M -$8.59M -266,318 -64%
HCM
89
Herndon Capital Management
Georgia
$4.81M -$407K -12,608 -8%
GC
90
Guggenheim Capital
Illinois
$4.8M -$502K -15,562 -9%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$4.77M -$4.52M -140,126 -49%
SCM
92
Stevens Capital Management
Pennsylvania
$4.56M +$2.43M +75,180 +114%
LA
93
Linden Advisors
New York
$4.49M -$2.62M -81,200 -37%
DCM
94
Dupont Capital Management
Delaware
$4.34M +$303K +9,400 +8%
Korea Investment Corp
95
Korea Investment Corp
South Korea
$4.34M -$7.69M -238,400 -64%
MAM
96
Myriad Asset Management
Hong Kong
$4.23M +$1.11M +34,400 +36%
TCM
97
Tributary Capital Management
Nebraska
$4.09M -$904K -28,000 -18%
Federated Hermes
98
Federated Hermes
Pennsylvania
$4.03M -$2.26M -70,014 -36%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$3.99M +$3.1M +96,132 +350%
SAM
100
Shell Asset Management
Netherlands
$3.64M -$30.6K -948 -0.8%
2 3
4
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