• HERBALIFE LTD Ownership Breakdown

  • Ownership Breakdown: HLF

    as of 3:00 AM EDT
    Large Block Holder Type Number  
    Institutions 273
     
    Total Number of Shares Held
    64.35 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 439
    Other Major 14
    Total Number of Large Block Holders 726
  • Top 10 Institutional Holders: HLF

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    TimesSquare Capital Management, LLC 2.91 M 138.09 M 1.47% 4.52% Medium
    JGE Capital Management LLC 2.9 M 137.77 M 22.81% 4.51% Low
    Friess Associates LLC 2.34 M 110.99 M 0.76% 3.63% High
    Aronson + Johnson + Ortiz, L.P. 2.18 M 103.75 M 0.51% 3.39% Medium
    Goldman Sachs Asset Management (US) 2.6 M 100.12 M 0.08% 4.04% Medium
    Renaissance Technologies Corp. 2.04 M 97.01 M 0.19% 3.17% High
    Cantillon Capital Management LLC 1.92 M 91.41 M 2.09% 2.99% Medium
    Barclays Global Investors, N.A. 1.82 M 86.32 M 0.01% 2.82% Low
    State Street Global Advisors (US) 1.78 M 84.70 M 0.02% 2.77% Low
    Fidelity Management & Research 1.76 M 83.66 M 0.01% 2.74% Low

    Total % of Shares Owned by:

    Top 10 Holders
    34.59%
    Top 25 Holders
    62.46%
    Top 50 Holders
    80.49%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: HLF

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Brandywine Fund, Inc. 1.35 M 63.98 M 1.58% 2.09% High
    JPMorgan Funds - US Dynamic Fund 834,259 33.60 M 0.83% 1.30% Medium
    Oppenheimer Small & Mid Cap Value Fund 600,000 26.27 M 0.67% 0.93% Medium
    RiverSource Large Cap Equity Fund 457,840 21.75 M 0.47% 0.71% Low
    Vanguard Small-Cap Index Fund 450,018 21.38 M 0.16% 0.70% Low
    Dreyfus Midcap Value Fund 440,537 20.93 M 2.54% 0.68% High
    RiverSource Growth Fund 403,214 19.15 M 0.76% 0.63% Medium
    Wasatch Core Growth Fund 379,490 18.03 M 2.21% 0.59% Medium
    CREF Stock Account 376,831 17.90 M 0.02% 0.59% Low
    Vanguard Total Stock Market Index Fund 363,128 17.25 M 0.02% 0.56% Low

    Total % of Shares Owned by:

    Top 10 Holders
    8.78%
    Top 25 Holders
    13.72%
    Top 50 Holders
    17.72%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: HLF

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Stanford (Leslie) 1.94 M 77.61 M 3.01% Low
    Waisbein (Leon) 319,091 15.16 M 0.50% Low
    Tartol (John) 231,716 11.01 M 0.36% Low
    Johnson (Michael O) 238,762 9.25 M 0.37% Low
    Probert (Gregory) 99,260 4.35 M 0.15% High
    KBC Group NV 48,100 2.28 M 0.07% Medium
    Gaba (Hal) 15,000 712,500.00 0.02%
    Noack (Paul) 8,207 318,021.00 0.01% Low
    Barnes (Leroy T Jr) 6,264 297,540.00 0.01%
    Goudis (Richard) 6,350 246,063.00 0.01% Low

    Total % of Shares Owned by:

    Top 10 Holders
    4.52%
    Top 25 Holders
    4.55%
    Top 50 Holders
    4.55%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.