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Herbalife

201 hedge funds and large institutions have $6.08B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
5.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
36
Increased
61
Reduced
75
Closed
39
Calls
$399M
Puts
$901M
Net Calls
-$502M
Net Calls Change
+$198M
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
176
Ladenburg Thalmann Financial Services
Florida
$29K +$58 +2 +0.2%
TRCT
177
Tower Research Capital (TRC)
New York
$27K +$27K +940 New
Federated Hermes
178
Federated Hermes
Pennsylvania
$24K -$3.41M -116,672 -99%
TDC
179
Thompson Davis & Co
Virginia
$23K
Barrow, Hanley, Mewhinney & Strauss
180
Barrow, Hanley, Mewhinney & Strauss
Texas
$21K +$21K +706 New
EWM
181
Evercore Wealth Management
New York
$19K
WIM
182
Westside Investment Management
California
$17.3K +$17.3K +600 New
IUHSA
183
Itau Unibanco Holding S.A.
Brazil
$17K +$17K +582 New
FDCDDQ
184
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.3K +$16.3K +560 New
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$16K -$5.87K -198 -27%
PCP
186
Proficio Capital Partners
Massachusetts
$14K +$7.07K +202 +102%
NFG
187
Next Financial Group
Texas
$13K -$19.5K -600 -60%
SIC
188
Salem Investment Counselors
North Carolina
$13K
AIM
189
Advantage Investment Management
Iowa
$12K
Creative Planning
190
Creative Planning
Kansas
$12K
GT
191
Glenmede Trust
Pennsylvania
$11K -$2.76K -102 -20%
Envestnet Asset Management
192
Envestnet Asset Management
Illinois
$9K -$19.9K -696 -69%
RFA
193
Reilly Financial Advisors
California
$9K +$9K +300 New
AF
194
Allworth Financial
California
$8K
DADC
195
D.A. Davidson & Co
Montana
$5K
GWM
196
Geneos Wealth Management
Colorado
$4K
Walleye Trading
197
Walleye Trading
New York
$3.45K +$3.45K +118,506 New
IA
198
IFP Advisors
Florida
$2K -$5.26K -200 -72%
CS
199
Credential Securities
$1.16K
WA
200
Winfield Associates
Ohio
$1K