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Herbalife

211 hedge funds and large institutions have $5.2B invested in Herbalife in 2015 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 81 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
-1
Holders Change %
-0.47%
% of All Funds
5.9%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.31%
New
31
Increased
72
Reduced
81
Closed
31
Calls
$555M
Puts
$675M
Net Calls
-$120M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$164K +$161K +5,932 +5,704%
NFA
177
Nationwide Fund Advisors
Ohio
$157K -$43.2K -1,586 -22%
LS
178
Livforsakringsbolaget Skandia
Sweden
$131K
AAM
179
Advisors Asset Management
Colorado
$129K -$10.7K -394 -8%
PNC Financial Services Group
180
PNC Financial Services Group
Pennsylvania
$119K +$3.83K +140 +3%
TRCT
181
Tower Research Capital (TRC)
New York
$86K -$57.2K -2,106 -40%
WT
182
Whittier Trust
California
$63K
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$56K +$56K +2,070 New
ClearBridge Investments
184
ClearBridge Investments
New York
$55K
US Bancorp
185
US Bancorp
Minnesota
$50K -$139K -5,064 -73%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$48K +$35.5K +1,300 +285%
SEI Investments
187
SEI Investments
Pennsylvania
$41K -$1.65K -60 -4%
MFS
188
MSI Financial Services
Massachusetts
$29K +$20.8K +772 +252%
EDRH
189
Edmond de Rothschild Holding
Switzerland
$27K
EDRS
190
Edmond de Rothschild (Suisse)
Switzerland
$27K
TDC
191
Thompson Davis & Co
Virginia
$27K +$5.35K +196 +25%
LTFS
192
Ladenburg Thalmann Financial Services
Florida
$26K +$1.04K +38 +4%
PCM
193
Prelude Capital Management
New York
$22K -$46.6K -1,694 -68%
NFG
194
Next Financial Group
Texas
$16K
HR
195
Howe & Rusling
New York
$16K
AIM
196
Advantage Investment Management
Iowa
$11K
Creative Planning
197
Creative Planning
Kansas
$11K +$11K +400 New
LYV
198
Live Your Vision
Pennsylvania
$11K +$11K +400 New
AF
199
Allworth Financial
California
$8K
AP
200
Atwood & Palmer
Missouri
$7K