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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.

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

Top Sellers

1
SFM
Soros Fund Management
New York
$252M
2
Morgan Stanley
Morgan Stanley
New York
$247M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
Scout Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
126
Shell Asset Management
Netherlands
$4.52M -$63.7K -1,618 -1%
GIM
127
Goelzer Investment Management
Indiana
$4.11M +$8.26K +210 +0.2%
PCM
128
Portolan Capital Management
Massachusetts
$4.09M -$428K -10,882 -9%
DCM
129
Dupont Capital Management
Delaware
$3.84M +$464K +11,782 +14%
WFM
130
Wilmington Funds Management
Delaware
$3.84M -$74.8K -1,900 -2%
Teacher Retirement System of Texas
131
Teacher Retirement System of Texas
Texas
$3.8M -$365K -9,274 -9%
BlackRock
132
BlackRock
New York
$3.69M +$218K +5,548 +6%
CCMLC
133
Cardinal Capital Management LLC (Connecticut)
Connecticut
$3.64M -$11.9M -303,600 -77%
Nordea Investment Management
134
Nordea Investment Management
Sweden
$3.62M +$293K +7,450 +9%
PCM
135
Palisade Capital Management
New Jersey
$3.61M +$39.3K +1,000 +1%
PI
136
Placemark Investments
Illinois
$3.56M +$439K +11,160 +14%
BCM
137
BBT Capital Management
Texas
$3.54M +$3.54M +90,000 New
AAF
138
Andra AP-fonden
Sweden
$3.53M +$1.5M +38,200 +74%
PG
139
PEAK6 Group
Illinois
$3.51M -$661K -16,792 -16%
Principal Financial Group
140
Principal Financial Group
Iowa
$3.26M -$2.36K -60 -0.1%
WA
141
Whitebox Advisors
Minnesota
$3.23M +$2.81M +71,330 +669%
Aviva
142
Aviva
United Kingdom
$3.2M +$145K +3,680 +5%
CD
143
Carl Domino
Florida
$3.15M -$355K -9,020 -10%
GAM
144
Gotham Asset Management
New York
$3.11M -$933K -23,712 -23%
MCM
145
Moore Capital Management
New York
$3.11M +$3.11M +79,000 New
SFP
146
Santa Fe Partners
New Mexico
$3.07M +$3.07M +78,024 New
KBC Group
147
KBC Group
Belgium
$3.07M -$2.75M -69,798 -47%
MHP
148
Manatuck Hill Partners
Connecticut
$3.04M +$3.04M +77,200 New
RFC
149
Regions Financial Corp
Alabama
$3.03M -$766K -19,460 -20%
Two Sigma Investments
150
Two Sigma Investments
New York
$3M -$6.81M -173,002 -69%
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