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Herbalife
HLF

Overview Fund Activity

201 hedge funds and large institutions have $6.08B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
5.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
36
Increased
61
Reduced
75
Closed
39
Calls
$399M
Puts
$901M
Net Calls
-$502M
Net Calls Change
+$198M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$663M
2
BlackRock
BlackRock
New York
$183M
3
ROIC
Route One Investment Company
California
$412M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$70.1M
5
Goldman Sachs
Goldman Sachs
New York
$130M

Top Sellers

1
William Blair Investment Management
William Blair Investment Management
Illinois
$11.2M
2
ICP
Indus Capital Partners
New York
$51.8M
3
Renaissance Technologies
Renaissance Technologies
New York
$67.2M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$0
5
Morgan Stanley
Morgan Stanley
New York
$26.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
VRS
126
Virginia Retirement Systems
Virginia
$541K +$11.6K +400 +2%
JIM
127
Jensen Investment Management
Oregon
$526K +$68K +2,340 +15%
JFG
128
Jefferies Financial Group
New York
$523K +$523K +17,982 New
HSBC Holdings
129
HSBC Holdings
United Kingdom
$484K -$873 -30 -0.2%
RCM
130
Riverhead Capital Management
Delaware
$471K -$1.58M -54,200 -77%
CG
131
Cutler Group
California
$439K -$1.36M -46,836 -76%
FCM
132
Flinton Capital Management
Pennsylvania
$425K -$1.43M -49,216 -77%
BUB
133
BBVA USA Bancshares
Texas
$415K +$84.9K +2,924 +26%
JG
134
Jefferies Group
New York
$413K +$409K +14,092 +11,365%
GEM
135
Global Endowment Management
North Carolina
$411K -$77.8K -2,680 -16%
William Blair & Company
136
William Blair & Company
Illinois
$405K -$98.2K -3,378 -20%
New York State Teachers Retirement System (NYSTRS)
137
New York State Teachers Retirement System (NYSTRS)
New York
$378K – – –
MC
138
Maverick Capital
Texas
$377K -$36.6K -1,260 -9%
Russell Investments Group
139
Russell Investments Group
United Kingdom
$344K -$93.2K -3,200 -21%
ID
140
Integral Derivatives
New York
$326K +$326K +11,200 New
Teacher Retirement System of Texas
141
Teacher Retirement System of Texas
Texas
$324K – – –
SEC
142
Seven Eight Capital
New York
$322K -$28K -964 -8%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$320K – – –
PAM
144
Panagora Asset Management
Massachusetts
$316K -$1.56M -53,596 -83%
M&T Bank
145
M&T Bank
New York
$310K -$3.76K -130 -1%
SKK
146
Shepherd Kaplan Krochuk
Massachusetts
$303K – – –
LCM
147
Landscape Capital Management
New Jersey
$301K +$301K +10,364 New
MLICM
148
Metropolitan Life Insurance Company (MetLife)
New York
$294K – – –
BNP Paribas Financial Markets
149
BNP Paribas Financial Markets
France
$292K -$133K -4,568 -31%
QI
150
QS Investors
New York
$284K +$279K +9,600 +5,647%
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6
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