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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 %
PAMU
151
Pictet Asset Management (UK)
United Kingdom
$2.98M +$126K +3,200 +4%
SKK
152
Shepherd Kaplan Krochuk
Massachusetts
$2.89M -$634K -16,114 -18%
BIM
153
BlackRock Investment Management
Delaware
$2.85M -$52.3K -1,328 -2%
FCAM
154
F&C Asset Management
United Kingdom
$2.8M -$2.03M -51,558 -42%
State of Tennessee, Department of Treasury
155
State of Tennessee, Department of Treasury
Tennessee
$2.79M +$73.7K +1,872 +3%
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$2.78M +$601K +15,264 +28%
BNP Paribas Financial Markets
157
BNP Paribas Financial Markets
France
$2.77M +$1.09M +27,594 +65%
IRF
158
IBM Retirement Fund
New York
$2.69M -$125K -3,188 -4%
CA
159
Commerzbank Aktiengesellschaft
Germany
$2.68M +$1.76M +54,720 +193%
EA
160
Emerald Advisers
Pennsylvania
$2.65M -$106K -2,682 -4%
SLI
161
Sumitomo Life Insurance
Japan
$2.63M -$207K -5,252 -7%
SIM
162
Spark Investment Management
New York
$2.59M +$1.49M +37,800 +135%
Jane Street
163
Jane Street
New York
$2.56M +$2.22M +56,474 +668%
BCIM
164
British Columbia Investment Management
British Columbia, Canada
$2.54M -$1.76M -44,792 -41%
LMGAM
165
Liberty Mutual Group Asset Management
Massachusetts
$2.49M +$55.1K +1,400 +2%
FAF
166
Fjarde Ap-fonden
Sweden
$2.43M – – –
BPM
167
Bowling Portfolio Management
Ohio
$2.42M -$2.99K -76 -0.1%
ACI
168
AMP Capital Investors
Australia
$2.26M -$1.64M -42,000 -42%
Credit Agricole
169
Credit Agricole
France
$2.23M -$2.28M -57,980 -51%
Connor, Clark & Lunn Investment Management (CC&L)
170
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.12M +$2.12M +50,626 New
TI
171
Turner Investments
Pennsylvania
$2.09M -$2.48M -63,020 -54%
Public Employees Retirement Association of Colorado
172
Public Employees Retirement Association of Colorado
Colorado
$2.05M +$3.86K +98 +0.2%
Nomura Holdings
173
Nomura Holdings
Japan
$1.98M -$4.59M -116,610 -70%
CIBC World Market
174
CIBC World Market
Ontario, Canada
$1.94M -$231K -5,870 -11%
LPL Financial
175
LPL Financial
California
$1.92M +$1.92M +48,842 New
5 6
7
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