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Herbalife
HLF

Overview Fund Activity

203 hedge funds and large institutions have $5.87B invested in Herbalife in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 48 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.61%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.27%
New
49
Increased
48
Reduced
79
Closed
37
Calls
$714M
Puts
$1.58B
Net Calls
-$865M
Net Calls Change
-$241M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$234M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$22.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$20.1M
4
CCMH
Cornerstone Capital Management Holdings
New York
$18.5M
5
APG Asset Management
APG Asset Management
Netherlands
$19.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$109M
2
Goldman Sachs
Goldman Sachs
New York
$28.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$413M
4
UBS Group
UBS Group
Switzerland
$38.2M
5
FCM
Farallon Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
151
World Asset Management
Michigan
$228K -$20.3K -598 -8%
Comerica Bank
152
Comerica Bank
Texas
$228K -$22.2K -566 -9%
FA
153
FDx Advisors
Illinois
$211K -$15.5K -458 -7%
Neuberger Berman Group
154
Neuberger Berman Group
New York
$210K +$210K +6,200 New
GCP
155
GSA Capital Partners
United Kingdom
$202K +$202K +5,952 New
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$190K -$1.43K -42 -0.7%
Nomura Holdings
157
Nomura Holdings
Japan
$167K -$197K -5,816 -54%
AG
158
Advisor Group
Arizona
$155K – – –
AIG
159
American International Group
New York
$103K +$103K +3,036 New
US Bancorp
160
US Bancorp
Minnesota
$101K -$743 -22 -0.7%
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$101K +$2.82K +82 +3%
Robeco Institutional Asset Management
162
Robeco Institutional Asset Management
Netherlands
$99K +$99K +2,924 New
WT
163
Whittier Trust
California
$98K – – –
Federated Hermes
164
Federated Hermes
Pennsylvania
$95K -$4.05K -120 -4%
TRCT
165
Tower Research Capital (TRC)
New York
$94K +$75.5K +2,224 +409%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$73K +$52.5K +1,542 +255%
CPA
167
Cowen Prime Advisors
New York
$68K +$68K +2,000 New
BNP Paribas Financial Markets
168
BNP Paribas Financial Markets
France
$61K -$500K -14,760 -89%
ClearBridge Investments
169
ClearBridge Investments
New York
$35K +$35K +1,042 New
HMS
170
Hanseatic Management Services
New Mexico
$32K +$32K +942 New
SWP
171
Stratos Wealth Partners
Ohio
$31K +$31K +916 New
Loomis, Sayles & Company
172
Loomis, Sayles & Company
Massachusetts
$28K +$28K +814 New
PGA
173
Premia Global Advisors
Florida
$27K +$27K +814 New
Barrow, Hanley, Mewhinney & Strauss
174
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K – – –
EWM
175
Evercore Wealth Management
New York
$22K – – –
5 6
7
8 9