HLF icon

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 Holding Trade Value Shares
Change 		Shares
Change %
Barclays
76
Barclays
United Kingdom
$4.66M +$828K +38,504 +22%
LMGAM
77
Liberty Mutual Group Asset Management
Massachusetts
$4.61M +$2.57M +117,600 +127%
GC
78
Guggenheim Capital
Illinois
$4.21M +$962K +44,004 +30%
AllianceBernstein
79
AllianceBernstein
Tennessee
$4.1M -$30.2K -1,382 -0.7%
MTB
80
Mizuho Trust & Banking
Japan
$4.07M -$177K -8,122 -4%
PI
81
Putnam Investments
Massachusetts
$3.91M +$1.58M +72,210 +68%
HCM
82
Herndon Capital Management
Georgia
$3.74M +$473K +21,592 +14%
BJ
83
BlackRock Japan
Japan
$3.7M +$78K +3,566 +2%
Baillie Gifford & Co
84
Baillie Gifford & Co
United Kingdom
$3.63M -$3.61M -165,168 -50%
BCM
85
Bridgeway Capital Management
Texas
$3.48M -$70K -3,200 -2%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$3.43M +$1.87M +85,506 +120%
Two Sigma Investments
87
Two Sigma Investments
New York
$3.34M +$3.34M +152,692 New
Swiss National Bank
88
Swiss National Bank
Switzerland
$3.32M -$131K -6,000 -4%
PG
89
PEAK6 Group
Illinois
$3.28M +$2.99M +136,750 +1,054%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$3.27M +$333K +15,200 +11%
LA
91
Linden Advisors
New York
$3.04M – – –
U
92
UBS
Switzerland
$2.93M +$1.95M +89,226 +200%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$2.89M -$1.33M -60,666 -31%
New York State Common Retirement Fund
94
New York State Common Retirement Fund
New York
$2.89M -$3M -137,232 -51%
GCP
95
GSA Capital Partners
United Kingdom
$2.87M +$2.05M +93,868 +252%
NI
96
Numeric Investors
Massachusetts
$2.84M -$15M -685,722 -84%
KA
97
Kerrisdale Advisers
Florida
$2.78M -$8.83M -403,494 -76%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$2.72M +$14.8K +676 +0.5%
MAA
99
Managed Account Advisors
New Jersey
$2.7M -$1.13M -51,872 -30%
SAM
100
Shell Asset Management
Netherlands
$2.65M +$182K +8,304 +7%
2 3
4
5 6