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Herbalife
HLF

Overview Fund Activity

207 hedge funds and large institutions have $7.17B invested in Herbalife in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 79 reducing their positions, and 29 closing their positions.

Holders
207
Holders Change
+6
Holders Change %
+2.99%
% of All Funds
5.17%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.35%
New
35
Increased
59
Reduced
79
Closed
29
Calls
$475M
Puts
$1.14B
Net Calls
-$666M
Net Calls Change
-$164M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$572M
2
TI
2
Think Investments
California
$31.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$190M
4
JCM
4
JS Capital Management
New York
$15.1M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$101M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$19.6M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$31.3M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.75M
4
CS
4
Credit Suisse
Switzerland
$282M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$386M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$1.63B 22,872,324 – –
Capital Research Global Investors
2
Capital Research Global Investors
California
$814M 11,408,661 +9,909 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$572M 8,025,946 +667,474 +9%
DVI
4
Deccan Value Investors
Connecticut
$539M 7,555,000 -195,400 -3%
ROIC
5
Route One Investment Company
California
$510M 7,153,000 +68,000 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$386M 5,407,502 -490,442 -8%
CS
7
Credit Suisse
Switzerland
$282M 3,952,218 -498,033 -11%
Bank of America
8
Bank of America
North Carolina
$239M 3,353,158 -5,481 -0.2%
BlackRock
9
BlackRock
New York
$216M 3,027,884 -122,099 -4%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$192M 2,685,938 +25,565 +1%
Goldman Sachs
11
Goldman Sachs
New York
$190M 2,664,436 +430,511 +19%
FCM
12
Farallon Capital Management
California
$150M 2,099,203 – –
Wellington Management Group
13
Wellington Management Group
Massachusetts
$101M 1,412,706 +206,877 +17%
State Street
14
State Street
Massachusetts
$78.7M 1,103,189 -48,096 -4%
OCAM
15
Owl Creek Asset Management
New York
$76.1M 1,066,776 -401,893 -27%
UOC
16
UBS O'Connor
Illinois
$75.8M 1,062,200 +138,428 +15%
UBS Group
17
UBS Group
Switzerland
$71M 994,857 -6,826 -0.7%
Norges Bank
18
Norges Bank
Norway
$67.4M 945,129 +96,195 +11%
ICP
19
Indus Capital Partners
New York
$64.1M 899,061 +79,946 +10%
Deutsche Bank
20
Deutsche Bank
Germany
$46.4M 650,333 +131,145 +25%
IIM
21
Ivory Investment Management
New York
$41M 575,316 -2,118 -0.4%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$38.4M 537,764 +5,086 +1%
HCM
23
Huber Capital Management
California
$38.2M 535,266 -326,900 -38%
Renaissance Technologies
24
Renaissance Technologies
New York
$31.3M 438,100 -718,100 -62%
TI
25
Think Investments
California
$31.3M 438,100 +438,100 New
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