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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.

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

Top Sellers

1
SFM
1
Soros Fund Management
New York
$252M
2
Morgan Stanley
2
Morgan Stanley
New York
$247M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$934M
4
BCPEM
4
Bain Capital Public Equity Management
Massachusetts
$0
5
SCM
5
Scout Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$1.34B 16,966,485 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$934M 11,870,756 -965,618 -8%
Capital World Investors
3
Capital World Investors
California
$547M 6,945,000 +1,842,189 +36%
Vanguard Group
4
Vanguard Group
Pennsylvania
$371M 4,708,329 +164,064 +4%
SFM
5
Soros Fund Management
New York
$252M 3,205,519 -1,833,656 -36%
Morgan Stanley
6
Morgan Stanley
New York
$247M 3,142,247 -1,800,300 -36%
RP
7
RR Partners
New York
$238M 3,019,100 – –
BIT
8
BlackRock Institutional Trust
California
$164M 2,079,124 +48,154 +2%
State Street
9
State Street
Massachusetts
$147M 1,867,356 +117,206 +7%
Bank of America
10
Bank of America
North Carolina
$130M 1,648,969 +1,396,466 +553%
AL
11
AJO LP
Pennsylvania
$104M 1,319,770 +1,319,770 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$99.7M 1,266,216 -23,592 -2%
KI
13
Kalmar Investments
Delaware
$86.5M 1,099,291 +12,255 +1%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$86M 1,093,127 -226,184 -17%
HCM
15
Herndon Capital Management
Georgia
$83.3M 1,058,440 +896,546 +554%
Jennison Associates
16
Jennison Associates
New York
$80.8M 1,026,585 -792,523 -44%
HCM
17
Hoplite Capital Management
New York
$79.1M 1,005,300 +1,005,300 New
Norges Bank
18
Norges Bank
Norway
$72.3M 918,333 -146,606 -14%
HCM
19
Huber Capital Management
California
$70.3M 892,887 +198,200 +29%
OH
20
Orbis Holdings
Bermuda
$69.4M 881,488 -601,634 -41%
AA
21
Antipodean Advisors
New York
$68.5M 870,813 +444,313 +104%
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$61.6M 782,578 +720,997 +1,171%
Ameriprise
23
Ameriprise
Minnesota
$59.6M 757,462 -55,518 -7%
Renaissance Technologies
24
Renaissance Technologies
New York
$57.9M 735,700 +415,500 +130%
Northern Trust
25
Northern Trust
Illinois
$57M 723,899 +66,429 +10%
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