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Herbalife
HLF

Overview Fund Activity

247 hedge funds and large institutions have $5.54B invested in Herbalife in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
50
Increased
94
Reduced
71
Closed
46
Calls
$79.1M
Puts
$75.7M
Net Calls
+$3.42M
Net Calls Change
+$35.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$222M
2
FMI
Fiduciary Management Inc
Wisconsin
+$61.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$58.4M
4
MCM
Mason Capital Management
New York
+$52.2M
5
BlackRock
BlackRock
New York
+$51.7M

Top Sellers

1
IC
Icahn Carl
Florida
-$356M
2
Goldman Sachs
Goldman Sachs
New York
-$59.1M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$37.2M
4
Millennium Management
Millennium Management
New York
-$27.2M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
226
Parallel Advisors
California
$10K +$2.16K +39 +27%
EFSCE
227
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
ASN
228
Advisory Services Network
Georgia
$5K +$5K +100 New
BWM
229
BerganKDV Wealth Management
Minnesota
$4K – – –
PWMG
230
Prestige Wealth Management Group
New Jersey
$4K – – –
FFA
231
Freedman Financial Associates
Massachusetts
$4K – – –
EARNEST Partners
232
EARNEST Partners
Georgia
$4K – – –
LC
233
Lindbrook Capital
California
$4K +$683 +14 +21%
TAIM
234
TD Ameritrade Investment Management
Nebraska
$4K +$2.17K +38 +119%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
HI
236
Harbour Investments
Wisconsin
$2K +$50 +1 +3%
SFO
237
Standard Family Office
South Dakota
$2K +$2K +37 New
TPCW
238
TD Private Client Wealth
New York
$1.48K – – –
PFBT
239
Parkside Financial Bank & Trust
Missouri
$1K – – –
CC
240
Cypress Capital
Tennessee
$1K – – –
NFG
241
Next Financial Group
Texas
$1K +$1K +10 New
WQ
242
Wealth Quarterback
New Jersey
$1K +$1K +12 New
PMAS
243
PNC Managed Account Solutions
Texas
$1K +$1K +16 New
Walleye Capital
244
Walleye Capital
New York
$209 -$372 -7,047 -64%
AIG
245
American International Group
New York
$79 +$15 +292 +24%
IC
246
Icahn Carl
Florida
– -$356M -8,018,886 Closed
Millennium Management
247
Millennium Management
New York
– -$27.2M -612,823 Closed
American Century Companies
248
American Century Companies
Missouri
– -$16.5M -372,737 Closed
Squarepoint
249
Squarepoint
New York
– -$15.2M -343,187 Closed
LCM
250
Laurion Capital Management
New York
– -$13.3M -300,000 Closed
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