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Herbalife
HLF

Overview Fund Activity

229 hedge funds and large institutions have $5.34B invested in Herbalife in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 93 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
4.63%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
38
Increased
60
Reduced
93
Closed
19
Calls
$68.1M
Puts
$83.1M
Net Calls
-$15M
Net Calls Change
+$46.9M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$68.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$107M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$468M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
IC
1
Icahn Carl
Florida
$957M
2
DVI
2
Deccan Value Investors
Connecticut
$190M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$839K
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.7M
5
ICM
5
Indaba Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Squarepoint
26
Squarepoint
New York
$30.1M +$9.95M +213,296 +49%
GEH
27
General Equity Holdings
New York
$27.5M +$13.2M +282,314 +92%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$27.3M -$552K -11,833 -2%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$26.5M +$21.3M +433,835 +410%
Northern Trust
30
Northern Trust
Illinois
$25.7M -$726K -15,552 -3%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$25M -$308K -6,649 -1%
Citadel Advisors
32
Citadel Advisors
Florida
$24M -$4.03M -86,465 -14%
Man Group
33
Man Group
United Kingdom
$21.5M +$10.6M +226,849 +97%
Legal & General Group
34
Legal & General Group
United Kingdom
$20M -$2.52M -54,120 -11%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$18.8M +$132K +2,831 +0.7%
AL
36
AJO LP
Pennsylvania
$18.6M +$17.5M +375,742 +1,661%
American Century Companies
37
American Century Companies
Missouri
$17.8M +$17.4M +373,982 +5,710%
AA
38
Antipodean Advisors
New York
$17.5M – – –
Robeco Institutional Asset Management
39
Robeco Institutional Asset Management
Netherlands
$16.7M +$1.3M +27,922 +8%
Bank of Nova Scotia
40
Bank of Nova Scotia
Ontario, Canada
$14.7M -$29.7M -635,596 -67%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$14.3M -$4.63M -99,201 -24%
Invesco
42
Invesco
Georgia
$12.8M +$1.7M +36,488 +15%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$11.9M -$3.76M -80,566 -24%
PPA
44
Parametric Portfolio Associates
Washington
$11.9M -$567K -12,155 -5%
UBS AM
45
UBS AM
Illinois
$11M +$2.52M +54,053 +30%
N
46
Natixis
France
$11M -$191K -4,100 -2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$10.5M +$513K +11,000 +5%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$9.72M -$1.1M -23,574 -10%
CSS
49
Cubist Systematic Strategies
Connecticut
$9.41M +$2.68M +57,453 +40%
SEI Investments
50
SEI Investments
Pennsylvania
$9.16M +$329K +7,068 +4%
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