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Herbalife
HLF

Overview Fund Activity

207 hedge funds and large institutions have $7.17B invested in Herbalife in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
35
Increased
59
Reduced
79
Closed
29
Calls
$475M
Puts
$1.14B
Net Calls
-$666M
Net Calls Change
-$164M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$572M
2
TI
2
Think Investments
California
$31.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$190M
4
JCM
4
JS Capital Management
New York
$15.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$101M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$19.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$31.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.75M
4
CS
4
Credit Suisse
Switzerland
$282M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$386M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMA
176
FNY Managed Accounts
New York
$62K +$13.2K +374 +27%
Federated Hermes
177
Federated Hermes
Pennsylvania
$49K +$20K +568 +69%
EDRH
178
Edmond de Rothschild Holding
Switzerland
$36K – – –
LTFS
179
Ladenburg Thalmann Financial Services
Florida
$30K -$6.41K -176 -18%
IUHSA
180
Itau Unibanco Holding S.A.
Brazil
$30K +$9.12K +254 +44%
Envestnet Asset Management
181
Envestnet Asset Management
Illinois
$29K +$17.7K +492 +157%
TDC
182
Thompson Davis & Co
Virginia
$26K -$3.2K -88 -11%
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$25K – – –
TRCT
184
Tower Research Capital (TRC)
New York
$24K -$9.67K -270 -29%
EWM
185
Evercore Wealth Management
New York
$23K – – –
WIM
186
Westside Investment Management
California
$21.8K – – –
PCM
187
Prelude Capital Management
New York
$21K +$21K +600 New
Creative Planning
188
Creative Planning
Kansas
$19K +$4.59K +128 +32%
SIC
189
Salem Investment Counselors
North Carolina
$16K – – –
AIM
190
Advantage Investment Management
Iowa
$14K – – –
BFEC
191
Benjamin F. Edwards & Company
Missouri
$14K +$14K +400 New
PCP
192
Proficio Capital Partners
Massachusetts
$13K – – –
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$11K -$7.68K -222 -41%
GT
194
Glenmede Trust
Pennsylvania
$11K – – –
Walleye Trading
195
Walleye Trading
New York
$10.1K +$5.89K +165,210 +139%
AF
196
Allworth Financial
California
$10K – – –
DADC
197
D.A. Davidson & Co
Montana
$10K +$3.33K +100 +50%
DVM
198
Dreman Value Management
Florida
$6K +$6K +166 New
TG
199
TLP Group
Illinois
$6K +$6K +178 New
GWM
200
Geneos Wealth Management
Colorado
$5K – – –
6 7
8
9 10