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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 %
BGI
26
BlueDrive Global Investors
United Kingdom
$34.8M 850,028 -103,000 -11%
Norges Bank
27
Norges Bank
Norway
$34.6M 846,353 -120,982 -13%
IAM
28
Iridian Asset Management
Connecticut
$25.7M 626,958 +389,240 +164%
Northern Trust
29
Northern Trust
Illinois
$21M 514,119 -29,529 -5%
Invesco
30
Invesco
Georgia
$17M 416,007 +16,174 +4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$15M 367,006 +1,873 +0.5%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$15M 366,400 +4,654 +1%
SEI Investments
33
SEI Investments
Pennsylvania
$14.9M 364,960 +107,102 +42%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$13.8M 334,034 +1,468 +0.4%
Victory Capital Management
35
Victory Capital Management
Texas
$13.1M 320,917 -211,462 -40%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$11.3M 276,093 +15,234 +6%
Nuveen Asset Management
37
Nuveen Asset Management
Illinois
$11M 269,813 +35,206 +15%
PHS
38
Pekin Hardy Strauss
Illinois
$10.6M 258,466 +53,415 +26%
Man Group
39
Man Group
United Kingdom
$10.1M 247,646 -152,285 -38%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$9.91M 242,255 +69,378 +40%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$9.91M 242,004 -7,691 -3%
SCM
42
Sio Capital Management
New York
$9.88M 241,437 +25,425 +12%
Macquarie Group
43
Macquarie Group
Australia
$9.5M 232,032 – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$8.85M 216,172 -5,200 -2%
PPA
45
Parametric Portfolio Associates
Washington
$8.71M 212,767 -8,935 -4%
First Trust Advisors
46
First Trust Advisors
Illinois
$8.52M 208,078 -96,360 -32%
BA
47
Bridgewater Associates
Connecticut
$8.33M 203,508 +30,045 +17%
Goldman Sachs
48
Goldman Sachs
New York
$8.31M 203,044 -75,139 -27%
FWCM
49
Ferguson Wellman Capital Management
Oregon
$8.22M 200,755 -30,420 -13%
Hotchkis & Wiley Capital Management
50
Hotchkis & Wiley Capital Management
California
$7.81M 190,900 +32,300 +20%
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