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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 %
Prudential Financial
151
Prudential Financial
New Jersey
$278K -$8.14K -280 -3%
CIBC Asset Management
152
CIBC Asset Management
Ontario, Canada
$271K -$24.3K -836 -8%
ACI
153
AMP Capital Investors
Australia
$269K +$269K +9,200 New
BFM
154
Boothbay Fund Management
New York
$255K +$255K +8,762 New
Wolverine Trading
155
Wolverine Trading
Illinois
$236K +$236K +8,054 New
HCM
156
Hollencrest Capital Management
California
$230K -$46.6K -1,600 -17%
Millennium Management
157
Millennium Management
New York
$229K +$229K +7,866 New
WAM
158
World Asset Management
Michigan
$227K +$227K +7,824 New
Comerica Bank
159
Comerica Bank
Texas
$216K +$216K +6,854 New
BCM
160
BlueCrest Capital Management
Jersey
$201K +$201K +6,914 New
Janus Henderson Group
161
Janus Henderson Group
United Kingdom
$185K – – –
Manulife (Manufacturers Life Insurance)
162
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$153K – – –
MS
163
Maven Securities
Jersey
$146K +$146K +5,000 New
Zurich Cantonal Bank
164
Zurich Cantonal Bank
Switzerland
$131K – – –
AG
165
Advisor Group
Arizona
$129K +$26K +892 +25%
MAM
166
Meeder Asset Management
Ohio
$122K -$1.54M -53,110 -93%
US Bancorp
167
US Bancorp
Minnesota
$99K +$6.36K +218 +7%
AIG
168
American International Group
New York
$98K -$3.68K -126 -4%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$94K -$3.91K -134 -4%
WT
170
Whittier Trust
California
$84K – – –
ST
171
Spot Trading
Illinois
$76K +$76K +2,618 New
FPFS
172
First Personal Financial Services
North Carolina
$73K +$73K +2,496 New
AIM
173
Acrospire Investment Management
Illinois
$70K -$239K -8,200 -77%
FMA
174
FNY Managed Accounts
New York
$40K +$40K +1,380 New
EDRH
175
Edmond de Rothschild Holding
Switzerland
$29K – – –
5 6
7
8 9