HLF icon

Herbalife
HLF

Overview Fund Activity

244 hedge funds and large institutions have $4.16B invested in Herbalife in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 34 closing their positions.

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
52
Increased
76
Reduced
89
Closed
34
Calls
$72.8M
Puts
$92.9M
Net Calls
-$20.1M
Net Calls Change
-$3.86M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$109M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$52.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
6CM
4
683 Capital Management
New York
$104M
5
BCM
5
Bronte Capital Management
Australia
$113M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
SP
2
Solel Partners
Massachusetts
$0
3
GEH
3
General Equity Holdings
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$344M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
226
BerganKDV Wealth Management
Minnesota
$3K 73 – –
FFA
227
Freedman Financial Associates
Massachusetts
$3K 74 – –
PWMG
228
Prestige Wealth Management Group
New Jersey
$3K 72 – –
VRS
229
Virginia Retirement Systems
Virginia
$1.77K 43,300 +1,400 +3%
CM
230
Cornerstone Management
Georgia
$1.23K 30 +30 New
IA
231
IFP Advisors
Florida
$1K 3 – –
NFG
232
Next Financial Group
Texas
$1K 21 +11 +110%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$1K 17 +17 New
JWA
234
JFS Wealth Advisors
Pennsylvania
$1K 23 +23 New
CA
235
Cornerstone Advisory
Maryland
$1K 41 +41 New
MP
236
McDonald Partners
Ohio
$532 13 +13 New
ACM
237
Absolute Capital Management
Pennsylvania
$532 13 +13 New
SP
238
Solel Partners
Massachusetts
– – -1,000,905 Closed
GEH
239
General Equity Holdings
New York
– – -455,604 Closed
CCPM
240
Cooper Creek Partners Management
New York
– – -265,279 Closed
Point72 Asset Management
241
Point72 Asset Management
Connecticut
– – -181,532 Closed
Marshall Wace
242
Marshall Wace
United Kingdom
– – -163,488 Closed
Los Angeles Capital Management
243
Los Angeles Capital Management
California
– – -155,835 Closed
Ameriprise
244
Ameriprise
Minnesota
– – -86,204 Closed
SCM
245
Stormborn Capital Management
Connecticut
– – -72,500 Closed
LPL Financial
246
LPL Financial
California
– – -33,343 Closed
WG
247
Winton Group
United Kingdom
– – -32,468 Closed
UONDDL
248
University of Notre Dame du Lac
Indiana
– – -23,695 Closed
Axa
249
Axa
France
– – -21,100 Closed
BS
250
Banco Santander
Spain
– – -19,137 Closed
8 9
10
11 12