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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
+$145M
2
Bank of America
Bank of America
North Carolina
+$110M
3
AL
AJO LP
Pennsylvania
+$104M
4
HCM
Hoplite Capital Management
New York
+$79.1M
5
HCM
Herndon Capital Management
Georgia
+$70.6M

Top Sellers

1
SFM
Soros Fund Management
New York
-$144M
2
Morgan Stanley
Morgan Stanley
New York
-$142M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$76M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
-$70.8M
5
SCM
Scout Capital Management
New York
-$62.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
176
Algert Global
California
$1.92M +$662K +16,820 +53%
PWAG
177
Polaris Wealth Advisory Group
California
$1.86M +$235K +5,980 +14%
CIP
178
Convergence Investment Partners
Florida
$1.86M -$114K -2,890 -6%
GC
179
Guardian Capital
Ontario, Canada
$1.73M -$808K -20,528 -32%
BCM
180
Bluefin Capital Management
New York
$1.71M +$1.71M +43,438 New
AQR Capital Management
181
AQR Capital Management
Connecticut
$1.7M +$1.7M +43,208 New
OAC
182
OMERS Administration Corp
Ontario, Canada
$1.68M +$1.68M +42,600 New
IGIM
183
I.G. Investment Management
Manitoba, Canada
$1.66M -$4.53M -115,124 -73%
DC
184
Deere & Company
Illinois
$1.58M +$5.43K +138 +0.3%
Jacobs Levy Equity Management
185
Jacobs Levy Equity Management
New Jersey
$1.53M -$401K -10,200 -21%
MIU
186
Man Investments (UK)
United Kingdom
$1.44M +$1.44M +36,596 New
ID
187
Integral Derivatives
New York
$1.4M +$1.4M +35,654 New
HighTower Advisors
188
HighTower Advisors
Illinois
$1.36M +$119K +3,032 +10%
SIC
189
Salem Investment Counselors
North Carolina
$1.35M – – –
American Century Companies
190
American Century Companies
Missouri
$1.32M +$368K +9,354 +38%
FMA
191
FNY Managed Accounts
New York
$1.26M +$866K +22,000 +220%
ST
192
Spot Trading
Illinois
$1.25M -$2.33M -59,306 -65%
SCM
193
Sterling Capital Management
North Carolina
$1.25M +$7.48K +190 +0.6%
Mitsubishi UFJ Asset Management
194
Mitsubishi UFJ Asset Management
Japan
$1.25M -$117K -3,038 -9%
URS
195
Utah Retirement Systems
Utah
$1.19M – – –
Nuveen Asset Management
196
Nuveen Asset Management
Illinois
$1.18M +$1.18M +29,998 New
Comerica Bank
197
Comerica Bank
Texas
$1.18M -$165K -4,204 -12%
DADC
198
D.A. Davidson & Co
Montana
$1.16M +$42.9K +1,090 +4%
HIMCH
199
Hartford Investment Management Co (HIMCO)
Connecticut
$1.12M +$651K +16,544 +140%
G
200
GlobalBridge
Minnesota
$1.01M +$6.77K +172 +0.7%
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