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Herbalife
HLF

Overview Fund Activity

328 hedge funds and large institutions have $7.57B invested in Herbalife in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 30 closing their positions.

Holders
328
Holders Change
+25
Holders Change %
+8.25%
% of All Funds
9.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
56
Increased
112
Reduced
123
Closed
30
Calls
$1.49B
Puts
$2.39B
Net Calls
-$893M
Net Calls Change
-$575M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$547M
2
Bank of America
2
Bank of America
North Carolina
$130M
3
AL
3
AJO LP
Pennsylvania
$104M
4
HCM
4
Hoplite Capital Management
New York
$79.1M
5
HCM
5
Herndon Capital Management
Georgia
$83.3M

Top Sellers

1
SFM
1
Soros Fund Management
New York
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$934M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
5
Scout Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
101
Guggenheim Capital
Illinois
$6.92M 175,916 +1,616 +0.9%
GIA
102
Gateway Investment Advisers
Ohio
$6.75M 171,400 -600 -0.3%
RS
103
Robeco Schweiz
Switzerland
$6.47M 166,100 +20,100 +14%
FQ
104
First Quadrant
California
$6.46M 164,200 -3,400 -2%
CCM
105
Cadence Capital Management
Massachusetts
$6.32M 160,700 +160,700 New
EAM
106
Eagle Asset Management
Florida
$6.26M 159,068 +8,410 +6%
SCM
107
Sandler Capital Management
New York
$6.23M 158,200 +158,200 New
RFC
108
Russell Frank Company
Washington
$6.14M 157,534 -193,516 -55%
BCM
109
Bridgeway Capital Management
Texas
$6.07M 154,200 +69,000 +81%
PFC
110
Phocas Financial Corp
California
$5.99M 152,158 -20,902 -12%
Macquarie Group
111
Macquarie Group
Australia
$5.86M 148,860 +142,460 +2,226%
PAM
112
Panagora Asset Management
Massachusetts
$5.63M 143,124 +121,142 +551%
WAM
113
Wolverine Asset Management
Illinois
$5.63M 143,108 +128,758 +897%
AAMU
114
Amundi Asset Management US
Massachusetts
$5.12M 130,224 +130,224 New
APG Asset Management
115
APG Asset Management
Netherlands
$5.1M 129,670 -50,496 -28%
U
116
UBS
Switzerland
$5.04M 128,162 -198,178 -61%
CONA
117
Capital One National Association
New York
$4.92M 125,050 +40,088 +47%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$4.8M 122,044 -1,546 -1%
Voloridge Investment Management
119
Voloridge Investment Management
Florida
$4.78M 121,422 +121,422 New
Canada Pension Plan Investment Board
120
Canada Pension Plan Investment Board
Ontario, Canada
$4.76M 121,000 -80,982 -40%
RJA
121
Raymond James & Associates
Florida
$4.76M 120,970 +20,834 +21%
TA
122
Teachers Advisors
New York
$4.75M 120,602 +2,174 +2%
TCM
123
Tributary Capital Management
Nebraska
$4.67M 118,730 -636 -0.5%
HCM
124
Hollencrest Capital Management
California
$4.6M 117,006 +117,006 New
Capstone Investment Advisors
125
Capstone Investment Advisors
New York
$4.53M 115,082 +115,082 New
3 4
5
6 7