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Herbalife
HLF

Overview Fund Activity

328 hedge funds and large institutions have $7.57B invested in Herbalife in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 112 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+25
Holders Change %
+8.25%
% of All Funds
9.53%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.35%
New
56
Increased
112
Reduced
123
Closed
30
Calls
$1.49B
Puts
$2.39B
Net Calls
-$893M
Net Calls Change
-$575M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$547M
2
Bank of America
Bank of America
North Carolina
$130M
3
AL
AJO LP
Pennsylvania
$104M
4
HCM
Hoplite Capital Management
New York
$79.1M
5
HCM
Herndon Capital Management
Georgia
$83.3M

Top Sellers

1
SFM
Soros Fund Management
New York
$252M
2
Morgan Stanley
Morgan Stanley
New York
$247M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$934M
4
BCPEM
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
Scout Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
201
SAC Capital Advisors
Connecticut
$999K +$495K +12,594 +98%
MWNA
202
Marshall Wace North America
New York
$990K +$990K +25,156 New
LMAM
203
Legg Mason Asset Management
Japan
$976K -$181K -4,600 -16%
Bessemer Group
204
Bessemer Group
New Jersey
$975K – – –
SCM
205
Stevens Capital Management
Pennsylvania
$970K +$552K +14,036 +132%
TAM
206
Tocqueville Asset Management
New York
$968K +$449K +11,400 +86%
GCP
207
GSA Capital Partners
United Kingdom
$965K +$426K +10,824 +79%
BA
208
BlackRock Advisors
Delaware
$958K +$46.6K +1,184 +5%
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$944K -$447K -11,424 -32%
WCA
210
Woodbine Capital Advisors
New York
$944K -$393K -10,000 -29%
FNBOO
211
First National Bank of Omaha
Nebraska
$943K – – –
CPIM
212
Columbia Partners Investment Management
Virginia
$924K -$79.1K -2,010 -8%
B
213
Barings
North Carolina
$880K – – –
OPERF
214
Oregon Public Employees Retirement Fund
Oregon
$842K +$496K +12,600 +143%
Mirae Asset Global Investments
215
Mirae Asset Global Investments
South Korea
$834K +$78.7K +2,000 +10%
CI
216
Cowen Inc
New York
$832K -$157K -4,000 -16%
JIC
217
Johnson Investment Counsel
Ohio
$826K – – –
ANB
218
Amarillo National Bank
Texas
$792K -$79.4K -2,016 -9%
USAA
219
United Services Automobile Association
Texas
$787K -$205K -5,200 -21%
Nomura Asset Management
220
Nomura Asset Management
Japan
$763K +$13.4K +340 +2%
AB
221
Amalgamated Bank
New York
$763K +$763K +19,378 New
FPC
222
Falcon Point Capital
California
$750K -$212K -5,392 -22%
GI
223
GLG Inc
New York
$739K +$739K +18,772 New
QIM
224
Quantitative Investment Management
Virginia
$731K +$731K +18,600 New
Wellington Management Group
225
Wellington Management Group
Massachusetts
$728K -$2.51M -63,734 -77%
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9
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