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Herbalife
HLF

Overview Fund Activity

206 hedge funds and large institutions have $7.79B invested in Herbalife in 2018 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+3
Holders Change %
+1.48%
% of All Funds
4.73%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
37
Increased
63
Reduced
73
Closed
31
Calls
$274M
Puts
$494M
Net Calls
-$220M
Net Calls Change
+$645M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$231M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$116M
3
Two Sigma Investments
Two Sigma Investments
New York
+$99.5M
4
Renaissance Technologies
Renaissance Technologies
New York
+$73.9M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$52.4M

Top Sellers

1
ROIC
Route One Investment Company
California
-$364M
2
DVI
Deccan Value Investors
Connecticut
-$311M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$203M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$134M
5
UBS Group
UBS Group
Switzerland
-$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
201
CIBC Private Wealth Group
Georgia
$2K +$2K +32 New
HA
202
Hays Advisory
Tennessee
$1K +$1K +16 New
Nomura Holdings
203
Nomura Holdings
Japan
$388 +$147 +3,014 +61%
SCM
204
Stonehill Capital Management
New York
– -$27.7M -817,434 Closed
HI
205
HBK Investments
Texas
– -$3.46M -102,200 Closed
EF
206
Empirical Finance
Pennsylvania
– -$2.83M -83,710 Closed
GCC
207
Game Creek Capital
Massachusetts
– -$2.53M -74,600 Closed
HS
208
HighVista Strategies
Massachusetts
– -$2.53M -74,600 Closed
BCP
209
Berylson Capital Partners
Massachusetts
– -$2.47M -73,000 Closed
EF
210
Empowered Funds
Pennsylvania
– -$2.25M -66,566 Closed
Toronto Dominion Bank
211
Toronto Dominion Bank
Ontario, Canada
– -$1.35M -40,000 Closed
Victory Capital Management
212
Victory Capital Management
Texas
– -$1.29M -38,022 Closed
Wolverine Trading
213
Wolverine Trading
Illinois
– -$1.09M -32,202 Closed
SCM
214
Sterling Capital Management
North Carolina
– -$1.08M -32,000 Closed
JFG
215
Jefferies Financial Group
New York
– -$940K -27,778 Closed
Wellington Management Group
216
Wellington Management Group
Massachusetts
– -$768K -22,678 Closed
VRS
217
Virginia Retirement Systems
Virginia
– -$704K -20,800 Closed
UFM
218
Ursa Fund Management
California
– -$677K -20,000 Closed
CMTU
219
Capital Markets Trading (UK)
United Kingdom
– -$542K -16,000 Closed
PP
220
Paloma Partners
Connecticut
– -$533K -15,760 Closed
OTC
221
Opera Trading Capital
France
– -$468K -13,814 Closed
FQ
222
First Quadrant
California
– -$463K -13,686 Closed
MF
223
Magnetar Financial
Illinois
– -$369K -10,886 Closed
BC
224
Burney Company
Virginia
– -$293K -8,640 Closed
CPA
225
Cowen Prime Advisors
New York
– -$68K -2,000 Closed
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