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Herbalife
HLF

Overview Fund Activity

193 hedge funds and large institutions have $6.76B invested in Herbalife in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 65 increasing their positions, 69 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-14
Holders Change %
-6.76%
% of All Funds
4.82%
Holding in Top 10
14
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
27
Increased
65
Reduced
69
Closed
39
Calls
$637M
Puts
$1.26B
Net Calls
-$625M
Net Calls Change
+$41.6M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$143M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$34.6M
3
Citigroup
3
Citigroup
New York
$32.5M
4
DVI
4
Deccan Value Investors
Connecticut
$530M
5
Bank of America
5
Bank of America
North Carolina
$242M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$186M
2
FCM
2
Farallon Capital Management
California
$85.5M
3
OCAM
3
Owl Creek Asset Management
New York
$23.8M
4
IIM
4
Ivory Investment Management
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
176
Proficio Capital Partners
Massachusetts
$14K – – –
GT
177
Glenmede Trust
Pennsylvania
$13K – – –
TG
178
TLP Group
Illinois
$13K +$7.1K +214 +120%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$11K -$17.2K -492 -61%
AIM
180
Advantage Investment Management
Iowa
$11K -$2.23K -68 -17%
AIL
181
AGF Investments LLC
Ontario, Canada
$10K +$10K +272 New
AF
182
Allworth Financial
California
$9K – – –
HighTower Advisors
183
HighTower Advisors
Illinois
$7K +$4.86K +136 +227%
DVM
184
Dreman Value Management
Florida
$6K – – –
Walleye Trading
185
Walleye Trading
New York
$5.02K -$4.6K -135,712 -48%
GWM
186
Geneos Wealth Management
Colorado
$5K – – –
VFA
187
Valeo Financial Advisors
Indiana
$5K +$5K +152 New
IA
188
IFP Advisors
Florida
$3K +$673 +22 +29%
CS
189
Credential Securities
$1.36K – – –
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
$1K -$123K -2,950 -99%
WA
191
Winfield Associates
Ohio
$1K – – –
WAM
192
Wealthspire Advisors (Maryland)
Maryland
$1K +$813 +26 +433%
IIM
193
Ivory Investment Management
New York
– -$41M -1,150,632 Closed
FIM
194
Foresters Investment Management
New York
– -$5.66M -158,800 Closed
SCM
195
Steadfast Capital Management
New York
– -$4.04M -113,206 Closed
Nuveen Asset Management
196
Nuveen Asset Management
Illinois
– -$3.36M -94,168 Closed
CEP
197
Chicago Equity Partners
Illinois
– -$3.05M -85,390 Closed
CLCM
198
Crawford Lake Capital Management
New Jersey
– -$3.02M -84,678 Closed
EGM
199
Engineers Gate Manager
New York
– -$2.34M -65,688 Closed
Citadel Advisors
200
Citadel Advisors
Florida
– -$1.78M -49,798 Closed
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