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Herbalife
HLF

Overview Fund Activity

230 hedge funds and large institutions have $4.33B invested in Herbalife in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 43 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
4.04%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
30
Increased
81
Reduced
84
Closed
43
Calls
$71.2M
Puts
$87.5M
Net Calls
-$16.3M
Net Calls Change
-$19.7M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$94.3M
2
MVP
2
Miller Value Partners
Florida
$70.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.5M
4
CIP
4
CAS Investment Partners
Connecticut
$127M
5
ROIC
5
Route One Investment Company
California
$373M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$542M
2
MCM
2
Mason Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$177M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$258M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
251
XTX Topco
Cayman Islands
– – -6,191 Closed
ACI
252
AMP Capital Investors
Australia
– – -6,045 Closed
FC
253
FORA Capital
Florida
– – -5,737 Closed
State of Tennessee, Department of Treasury
254
State of Tennessee, Department of Treasury
Tennessee
– – -4,683 Closed
ETM
255
Euclidean Technologies Management
Washington
– – -4,248 Closed
IA
256
Inspire Advisors
Idaho
– – -3,998 Closed
Walleye Capital
257
Walleye Capital
New York
– – -3,961 Closed
WCM
258
Wedge Capital Management
North Carolina
– – -3,862 Closed
AIL
259
AGF Investments LLC
Ontario, Canada
– – -3,267 Closed
CFA
260
Carroll Financial Associates
North Carolina
– – -3,197 Closed
Canada Pension Plan Investment Board
261
Canada Pension Plan Investment Board
Ontario, Canada
– – -2,403 Closed
NICM
262
Neo Ivy Capital Management
New York
– – -1,248 Closed
PI
263
PEAK6 Investments
Illinois
– – -1,114 Closed
PO
264
Private Ocean
California
– – -536 Closed
CMF
265
Counterpoint Mutual Funds
California
– – -246 Closed
HIM
266
Hillsdale Investment Management
Ontario, Canada
– – -185 Closed
ASN
267
Advisory Services Network
Georgia
– – -100 Closed
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
– – -92 Closed
SFO
269
Standard Family Office
South Dakota
– – -37 Closed
CC
270
Cypress Capital
Tennessee
– – -16 Closed
HNB
271
Huntington National Bank
Ohio
$0 1 – –
HT
272
HAP Trading
New York
– – – –
CFGS
273
Concourse Financial Group Securities
Alabama
– – – –
WAM
274
Wolverine Asset Management
Illinois
– – – –
MC
275
Muzinich & Co
New York
– – – –
8 9 10
11
12