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Herbalife

217 hedge funds and large institutions have $6.06B invested in Herbalife in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 108 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
217
Holders Change
-51
Holders Change %
-19.03%
% of All Funds
4.72%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
22
Increased
59
Reduced
108
Closed
71
Calls
$179M
Puts
$263M
Net Calls
-$84.1M
Net Calls Change
+$64.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SRAM
151
Stone Ridge Asset Management
New York
$450K -$1.17M -27,299 -72%
Franklin Resources
152
Franklin Resources
California
$440K +$440K +10,279 New
Principal Financial Group
153
Principal Financial Group
Iowa
$433K -$4.06M -94,952 -90%
Envestnet Asset Management
154
Envestnet Asset Management
Illinois
$432K -$70.3K -1,645 -14%
UFM
155
Ursa Fund Management
California
$428K
New York State Teachers Retirement System (NYSTRS)
156
New York State Teachers Retirement System (NYSTRS)
New York
$410K
CIBC Asset Management
157
CIBC Asset Management
Ontario, Canada
$398K
Macquarie Group
158
Macquarie Group
Australia
$338K +$291K +6,806 +622%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$337K -$59.6K -1,396 -15%
BC
160
Burney Company
Virginia
$335K -$2.27K -53 -0.7%
FIM
161
Freedom Investment Management
Connecticut
$335K +$3K +70 +0.9%
VF
162
Virtu Financial
New York
$332K +$332K +7,754 New
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$331K -$33.8K -791 -9%
WAM
164
Wolverine Asset Management
Illinois
$331K +$256K +5,997 +342%
GEM
165
Global Endowment Management
North Carolina
$328K -$534K -12,510 -62%
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
$325K -$4.84M -113,203 -94%
ACI
167
AMP Capital Investors
Australia
$319K -$128K -3,000 -29%
FRM
168
Fox Run Management
Connecticut
$301K -$232K -5,423 -44%
Prudential Financial
169
Prudential Financial
New Jersey
$284K -$1.39M -32,350 -83%
Commonwealth Equity Services
170
Commonwealth Equity Services
Massachusetts
$265K -$30.6K -717 -10%
Stifel Financial
171
Stifel Financial
Missouri
$243K -$460K -10,760 -65%
PCM
172
Prelude Capital Management
New York
$235K +$208K +4,865 +775%
MLICM
173
Metropolitan Life Insurance Company (MetLife)
New York
$154K -$1.41K -33 -0.9%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$138K -$24.1K -561 -15%
PFC
175
Phocas Financial Corp
California
$133K