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Herbalife
HLF

Overview Fund Activity

253 hedge funds and large institutions have $8.46B invested in Herbalife in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-8
Holders Change %
-3.07%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
39
Increased
81
Reduced
102
Closed
45
Calls
$329M
Puts
$688M
Net Calls
-$358M
Net Calls Change
+$53.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$961M
2
Vanguard Group
Vanguard Group
Pennsylvania
$636M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$101M
4
TCM
TimesSquare Capital Management
New York
$40.5M
5
APG Asset Management
APG Asset Management
Netherlands
$146M

Top Sellers

1
Millennium Management
Millennium Management
New York
$8.2M
2
Morgan Stanley
Morgan Stanley
New York
$65.5M
3
Bank of America
Bank of America
North Carolina
$146M
4
BlackRock
BlackRock
New York
$310M
5
TI
Think Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
151
BBVA USA Bancshares
Texas
$770K -$55.5K -942 -7%
CCA
152
Catalyst Capital Advisors
New York
$760K +$760K +12,900 New
NIT
153
NumerixS Investment Technologies
British Columbia, Canada
$728K +$728K +12,500 New
RIM
154
Redwood Investment Management
Arizona
$723K -$331K -5,614 -31%
Stifel Financial
155
Stifel Financial
Missouri
$717K +$145K +2,467 +25%
SOADOR
156
State of Alaska Department of Revenue
Alaska
$698K +$11.7K +199 +2%
KBC Group
157
KBC Group
Belgium
$664K +$123K +2,078 +23%
Mackenzie Financial
158
Mackenzie Financial
Ontario, Canada
$661K +$421K +7,140 +175%
VRS
159
Virginia Retirement Systems
Virginia
$648K -$183K -3,100 -22%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$648K – – –
PAM
161
Panagora Asset Management
Massachusetts
$641K – – –
ACI
162
AMP Capital Investors
Australia
$610K – – –
DIM
163
DC Investments Management
Virginia
$577K +$577K +9,794 New
New York State Teachers Retirement System (NYSTRS)
164
New York State Teachers Retirement System (NYSTRS)
New York
$566K -$35.4K -600 -6%
TRAM
165
Tuscan Ridge Asset Management
Illinois
$560K +$560K +9,500 New
TFA
166
Toth Financial Advisory
Virginia
$554K +$554K +9,400 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$550K -$9.27K -157 -2%
FIM
168
Freedom Investment Management
Connecticut
$549K -$141K -2,388 -20%
BOH
169
Bank of Hawaii
Hawaii
$541K +$121K +2,050 +29%
CIBC Asset Management
170
CIBC Asset Management
Ontario, Canada
$532K -$5.96K -101 -1%
Holocene Advisors
171
Holocene Advisors
New York
$532K +$532K +9,032 New
Envestnet Asset Management
172
Envestnet Asset Management
Illinois
$507K +$507K +8,598 New
BC
173
Burney Company
Virginia
$462K +$462K +7,830 New
SG Americas Securities
174
SG Americas Securities
New York
$458K -$9.65M -163,725 -95%
AIL
175
AGF Investments LLC
Ontario, Canada
$449K +$115K +1,952 +34%
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7
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