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Herbalife
HLF

Overview Fund Activity

195 hedge funds and large institutions have $3.69B invested in Herbalife in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 47 closing their positions.

Holders
195
Holders Change
-20
Holders Change %
-9.3%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
69
Reduced
60
Closed
47
Calls
$72.5M
Puts
$82M
Net Calls
-$9.43M
Net Calls Change
+$90.8M

Top Buyers

1
DVI
1
Deccan Value Investors
Connecticut
$367M
2
ROIC
2
Route One Investment Company
California
$97.9M
3
CCM
3
Candlestick Capital Management
Connecticut
$55.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$282M
5
BCM
5
Bronte Capital Management
Australia
$67.5M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.21M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$15M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Mackenzie Financial
226
Mackenzie Financial
Ontario, Canada
– – -4,661 Closed
CIBC World Market
227
CIBC World Market
Ontario, Canada
– – -4,607 Closed
CFW
228
CA Family Wealth
California
– – -4,404 Closed
VHAM
229
Van Hulzen Asset Management
California
– – -4,304 Closed
SG Americas Securities
230
SG Americas Securities
New York
– – -3,578 Closed
HFM
231
Harvest Fund Management
China
– – -2,092 Closed
S
232
Seeyond
France
– – -1,575 Closed
QT
233
Quantbot Technologies
New York
– – -802 Closed
BFEC
234
Benjamin F. Edwards & Company
Missouri
– – -200 Closed
CFGS
235
Concourse Financial Group Securities
Alabama
– – -27 Closed
FRA
236
Front Row Advisors
California
– – -23 Closed
VCM
237
Versant Capital Management
Arizona
– – -10 Closed
OPS
238
Orion Portfolio Solutions
Nebraska
– – -8 Closed
Northwestern Mutual Wealth Management
239
Northwestern Mutual Wealth Management
Wisconsin
– – -4 Closed
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
– – -3 Closed
GWS
241
Glassman Wealth Services
Virginia
– – -2 Closed
LOAMU
242
Lombard Odier Asset Management (USA)
New York
– – – –
TSS
243
Two Sigma Securities
New York
– – – –
CMTU
244
Capital Markets Trading (UK)
United Kingdom
– – – –
EAM
245
Erste Asset Management
Austria
– – – –
WAM
246
Wolverine Asset Management
Illinois
– – – –
CFA
247
Carroll Financial Associates
North Carolina
$0 2 – –
Group One Trading
248
Group One Trading
Illinois
– – – –
CCM
249
CAAS Capital Management
New York
– – – –
Walleye Trading
250
Walleye Trading
New York
– – – –
7 8 9
10
11