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Herbalife
HLF

Overview Fund Activity

253 hedge funds and large institutions have $8.46B invested in Herbalife in 2018 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 102 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
-8
Holders Change %
-3.07%
% of All Funds
5.65%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
39
Increased
81
Reduced
102
Closed
45
Calls
$329M
Puts
$688M
Net Calls
-$358M
Net Calls Change
+$53.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$961M
2
Vanguard Group
Vanguard Group
Pennsylvania
$636M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$101M
4
TCM
TimesSquare Capital Management
New York
$40.5M
5
APG Asset Management
APG Asset Management
Netherlands
$146M

Top Sellers

1
Millennium Management
Millennium Management
New York
$8.2M
2
Morgan Stanley
Morgan Stanley
New York
$65.5M
3
Bank of America
Bank of America
North Carolina
$146M
4
BlackRock
BlackRock
New York
$310M
5
TI
Think Investments
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EGM
176
Engineers Gate Manager
New York
$440K -$1.73M -29,406 -80%
Zurich Cantonal Bank
177
Zurich Cantonal Bank
Switzerland
$437K -$30.5K -518 -7%
BDF
178
Balasa Dinverno & Foltz
$417K +$417K +7,071 New
SO
179
STRS Ohio
Ohio
$376K -$82K -1,392 -18%
RJA
180
Raymond James & Associates
Florida
$372K +$372K +6,314 New
ECM
181
Element Capital Management
New York
$342K -$2.46M -41,680 -88%
FA
182
FDx Advisors
Illinois
$332K -$53.7K -912 -14%
SKK
183
Shepherd Kaplan Krochuk
Massachusetts
$330K -$82.5K -1,400 -20%
M&T Bank
184
M&T Bank
New York
$307K -$32.4K -549 -10%
QCM
185
Quantinno Capital Management
New York
$301K +$301K +5,114 New
HIMCH
186
Hartford Investment Management Co (HIMCO)
Connecticut
$291K – – –
Commonwealth Equity Services
187
Commonwealth Equity Services
Massachusetts
$271K +$9.71K +165 +4%
CSS
188
Cubist Systematic Strategies
Connecticut
$270K -$711K -12,055 -72%
AAM
189
Azzad Asset Management
Virginia
$267K – – –
ACM
190
AlphaCrest Capital Management
New York
$265K +$265K +4,500 New
JPMPWA
191
J.P. Morgan Private Wealth Advisors
California
$264K -$87.3K -1,480 -25%
QI
192
Qtron Investments
Massachusetts
$259K +$259K +4,394 New
Manulife (Manufacturers Life Insurance)
193
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$256K – – –
Comerica Bank
194
Comerica Bank
Texas
$236K -$27.4K -471 -10%
CANY
195
Caxton Associates (New York)
New York
$233K -$247K -4,204 -51%
PNC Financial Services Group
196
PNC Financial Services Group
Pennsylvania
$225K +$20K +340 +10%
CI
197
Cigna Investments
Connecticut
$224K -$9.93K -168 -4%
V
198
Veritable
Delaware
$220K +$220K +3,726 New
MLICM
199
Metropolitan Life Insurance Company (MetLife)
New York
$217K +$707 +12 +0.3%
GT
200
Greenleaf Trust
Michigan
$215K +$215K +3,647 New
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8
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