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Herbalife
HLF

Overview Fund Activity

242 hedge funds and large institutions have $5.85B invested in Herbalife in 2016 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 24 closing their positions.

Holders
242
Holders Change
+15
Holders Change %
+6.61%
% of All Funds
6.47%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
41
Increased
95
Reduced
81
Closed
24
Calls
$778M
Puts
$1.08B
Net Calls
-$301M
Net Calls Change
-$324M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$390M
2
William Blair Investment Management
2
William Blair Investment Management
Illinois
$96.2M
3
Bank of America
3
Bank of America
North Carolina
$161M
4
OCAM
4
Owl Creek Asset Management
New York
$101M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$354M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$506M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$35.4M
3
American Century Companies
3
American Century Companies
Missouri
$3.54M
4
CS
4
Credit Suisse
Switzerland
$263M
5
AL
5
AJO LP
Pennsylvania
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
101
Palisade Capital Management
New Jersey
$2.79M 47,700 +6,250 +15%
AllianceBernstein
102
AllianceBernstein
Tennessee
$2.79M 47,577 -1,600 -3%
Wells Fargo
103
Wells Fargo
California
$2.73M 46,583 -2,583 -5%
EM
104
Elliott Management
New York
$2.68M 45,802 – –
GF
105
Gerstein Fisher
New York
$2.52M 43,022 +43,022 New
Credit Agricole
106
Credit Agricole
France
$2.4M 40,941 +40,941 New
CWM
107
CIBC World Markets
New York
$2.39M 40,841 -3,375 -8%
BA
108
BlackRock Advisors
Delaware
$2.3M 39,255 +4,273 +12%
Nomura Holdings
109
Nomura Holdings
Japan
$2.24M 38,188 +38,188 New
SIM
110
Spark Investment Management
New York
$2.23M 38,100 +38,100 New
PFC
111
Phocas Financial Corp
California
$2.16M 36,896 -881 -2%
NIT
112
NumerixS Investment Technologies
British Columbia, Canada
$2.07M 35,301 -12,533 -26%
SCM
113
Sterling Capital Management
North Carolina
$2.06M 35,110 +330 +0.9%
B
114
Barings
North Carolina
$2.05M 35,080 -9,000 -20%
ACM
115
Americafirst Capital Management
California
$2.05M 34,995 +2,463 +8%
TI
116
Trexquant Investment
Connecticut
$2.02M 34,500 +34,500 New
EA
117
Emerald Acquisition
Washington
$2.02M 34,458 +34,458 New
Tudor Investment Corp
118
Tudor Investment Corp
Connecticut
$2.01M 34,413 +34,413 New
UONDDL
119
University of Notre Dame du Lac
Indiana
$1.89M 32,331 +32,331 New
VOYA Investment Management
120
VOYA Investment Management
Georgia
$1.87M 31,994 +1,715 +6%
T. Rowe Price Associates
121
T. Rowe Price Associates
Maryland
$1.75M 29,867 -489 -2%
BIM
122
BlackRock Investment Management
Delaware
$1.69M 28,856 +1,563 +6%
AIM
123
Assured Investment Management
New York
$1.55M 26,498 -456,569 -95%
Simplex Trading
124
Simplex Trading
Illinois
$1.26M 21,446 -61,345 -74%
PI
125
PineBridge Investments
New York
$1.26M 21,440 +21,440 New
3 4
5
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