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Herbalife
HLF

Overview Fund Activity

201 hedge funds and large institutions have $6.08B invested in Herbalife in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 39 closing their positions.

Holders
201
Holders Change
-9
Holders Change %
-4.29%
% of All Funds
5.01%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.32%
New
36
Increased
61
Reduced
75
Closed
39
Calls
$399M
Puts
$901M
Net Calls
-$502M
Net Calls Change
+$198M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$663M
2
BlackRock
2
BlackRock
New York
$183M
3
ROIC
3
Route One Investment Company
California
$412M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$70.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$130M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$11.2M
2
ICP
2
Indus Capital Partners
New York
$51.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$67.2M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$26.1M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$1.33B 22,872,324 +372,324 +2%
Capital Research Global Investors
2
Capital Research Global Investors
California
$663M 11,398,752 +3,611,231 +46%
DVI
3
Deccan Value Investors
Connecticut
$451M 7,750,400 +102,688 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$428M 7,358,472 +1,151,421 +19%
ROIC
5
Route One Investment Company
California
$412M 7,085,000 +1,851,548 +35%
Vanguard Group
6
Vanguard Group
Pennsylvania
$343M 5,897,944 -222,003 -4%
CS
7
Credit Suisse
Switzerland
$259M 4,450,251 +97,290 +2%
Bank of America
8
Bank of America
North Carolina
$195M 3,358,639 +527,174 +19%
BlackRock
9
BlackRock
New York
$183M 3,149,983 +3,134,032 +19,648%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$155M 2,660,373 +112,133 +4%
Goldman Sachs
11
Goldman Sachs
New York
$130M 2,233,925 +1,169,399 +110%
FCM
12
Farallon Capital Management
California
$122M 2,099,203 – –
OCAM
13
Owl Creek Asset Management
New York
$85.4M 1,468,669 +794,046 +118%
Capital World Investors
14
Capital World Investors
California
$80.5M 1,385,000 – –
Wellington Management Group
15
Wellington Management Group
Massachusetts
$70.1M 1,205,829 +1,205,829 New
Renaissance Technologies
16
Renaissance Technologies
New York
$67.2M 1,156,200 -1,423,000 -55%
State Street
17
State Street
Massachusetts
$66.9M 1,151,285 +60,752 +6%
UBS Group
18
UBS Group
Switzerland
$58.2M 1,001,683 +997,733 +25,259%
UOC
19
UBS O'Connor
Illinois
$53.7M 923,772 -287,576 -24%
ICP
20
Indus Capital Partners
New York
$51.8M 819,115 -1,453,330 -64%
HCM
21
Huber Capital Management
California
$50.1M 862,166 -442,300 -34%
Norges Bank
22
Norges Bank
Norway
$49.4M 848,934 +34,735 +4%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$34.6M 595,508 -358,893 -38%
IIM
24
Ivory Investment Management
New York
$33.6M 577,434 +577,434 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$31M 532,678 +58,373 +12%
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