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Herbalife
HLF

Overview Fund Activity

261 hedge funds and large institutions have $7.71B invested in Herbalife in 2018 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 84 increasing their positions, 88 reducing their positions, and 18 closing their positions.

Holders
261
Holders Change
+38
Holders Change %
+17.04%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
57
Increased
84
Reduced
88
Closed
18
Calls
$259M
Puts
$671M
Net Calls
-$412M
Net Calls Change
+$12.5M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$415M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$345M
3
Bank of America
3
Bank of America
North Carolina
$164M
4
Invesco
4
Invesco
Georgia
$62.4M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$54.1M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$687M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$276M
3
DVI
3
Deccan Value Investors
Connecticut
$345M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$78.7M
5
Goldman Sachs
5
Goldman Sachs
New York
$42.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$1.92B 35,227,904 – –
Capital Research Global Investors
2
Capital Research Global Investors
California
$687M 12,586,272 -3,654,486 -23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$549M 10,058,515 +103,973 +1%
Renaissance Technologies
4
Renaissance Technologies
New York
$415M 7,601,225 +2,251,900 +42%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$345M 6,328,489 +1,307,963 +26%
DVI
6
Deccan Value Investors
Connecticut
$345M 6,320,447 -1,276,953 -17%
BlackRock
7
BlackRock
New York
$311M 5,698,507 +188,790 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$276M 5,056,025 -2,606,172 -34%
ROIC
9
Route One Investment Company
California
$215M 3,934,410 -255,376 -6%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$174M 3,198,519 +664,181 +26%
Bank of America
11
Bank of America
North Carolina
$164M 3,005,142 +847,474 +39%
CS
12
Credit Suisse
Switzerland
$143M 2,626,300 -322,375 -11%
APG Asset Management
13
APG Asset Management
Netherlands
$98.3M 2,092,300 +349,100 +20%
Morgan Stanley
14
Morgan Stanley
New York
$93.7M 1,716,881 +98,129 +6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$91.1M 1,670,859 +414,819 +33%
State Street
16
State Street
Massachusetts
$85.4M 1,565,988 -302,602 -16%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$78.7M 1,442,552 -675,800 -32%
Two Sigma Investments
18
Two Sigma Investments
New York
$63.8M 1,169,267 -142,186 -11%
Prudential Financial
19
Prudential Financial
New Jersey
$63.7M 1,167,982 +264,250 +29%
Invesco
20
Invesco
Georgia
$62.4M 1,144,206 +837,890 +274%
CIP
21
CAS Investment Partners
Connecticut
$61.7M 1,130,482 – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$58.9M 1,080,019 -41,648 -4%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$54.7M 1,002,890 -19,455 -2%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$54.1M 991,495 +821,856 +484%
Royal London Asset Management
25
Royal London Asset Management
United Kingdom
$50M 362,865 +304,929 +526%
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