HLF icon

Herbalife
HLF

Overview Fund Activity

216 hedge funds and large institutions have $1.55B invested in Herbalife in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
54
Increased
78
Reduced
61
Closed
35
Calls
$41.1M
Puts
$106M
Net Calls
-$65.3M
Net Calls Change
-$66.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$81.3M
2
BG
Baupost Group
Massachusetts
$29.8M
3
Boston Partners
Boston Partners
Massachusetts
$26M
4
UBS Group
UBS Group
Switzerland
$52.5M
5
LSV Asset Management
LSV Asset Management
Illinois
$15.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22.8M
2
BlackRock
BlackRock
New York
$108M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
$138M
4
Renaissance Technologies
Renaissance Technologies
New York
$96.9M
5
MRCP
Maple Rock Capital Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
226
Fox Run Management
Connecticut
– -$875K -44,002 Closed
Connor, Clark & Lunn Investment Management (CC&L)
227
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$674K -33,887 Closed
CL
228
CSS LLC
Illinois
– -$401K -20,179 Closed
JFGLC
229
Johnson Financial Group LLC (Colorado)
Colorado
– -$397K -20,000 Closed
SG Americas Securities
230
SG Americas Securities
New York
– -$366K -18,386 Closed
Walleye Trading
231
Walleye Trading
New York
– -$354K -17,779 Closed
BCM
232
Bayesian Capital Management
New York
– -$350K -17,600 Closed
Treasurer of the State of North Carolina
233
Treasurer of the State of North Carolina
North Carolina
– -$337K -16,948 Closed
CCIA
234
Campbell & Co Investment Adviser
Maryland
– -$294K -14,761 Closed
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
– -$272K -13,690 Closed
PGFC
236
Peapack-Gladstone Financial Corp
New Jersey
– -$253K -12,732 Closed
Ensign Peak Advisors
237
Ensign Peak Advisors
Utah
– -$253K -12,730 Closed
PHK
238
Point72 Hong Kong
Hong Kong
– -$218K -10,979 Closed
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
– -$177K -8,970 Closed
EW
240
Evoke Wealth
California
– -$82K -4,106 Closed
Federated Hermes
241
Federated Hermes
Pennsylvania
– -$16K -808 Closed
NICM
242
Neo Ivy Capital Management
New York
– -$2K -81 Closed
PTC
243
Private Trust Company
Ohio
– -$2K -76 Closed
MPWT
244
MassMutual Private Wealth & Trust
Connecticut
– -$1K -70 Closed
Loomis, Sayles & Company
245
Loomis, Sayles & Company
Massachusetts
– -$1K -62 Closed
AIP
246
Almanack Investment Partners
Pennsylvania
– -$1K -60 Closed
CA
247
Crewe Advisors
Utah
– -$1K -33 Closed
ACM
248
Absolute Capital Management
Pennsylvania
– -$269 -13 Closed
6 7 8 9
10