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Herbalife
HLF

Overview Fund Activity

228 hedge funds and large institutions have $3.1B invested in Herbalife in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 54 closing their positions.

Holders
228
Holders Change
-16
Holders Change %
-6.56%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
41
Increased
87
Reduced
70
Closed
54
Calls
$28.6M
Puts
$47.9M
Net Calls
-$19.3M
Net Calls Change
+$869K

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$304M
2
FPA
2
First Pacific Advisors
California
$32.6M
3
ROIC
3
Route One Investment Company
California
$305M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$146M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$786K
4
AS
4
Altshuler Shaham
Israel
$31.9M
5
6CM
5
683 Capital Management
New York
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Norges Bank
26
Norges Bank
Norway
$24M 791,335 -55,018 -7%
UBS Group
27
UBS Group
Switzerland
$20.2M 663,863 +531,268 +401%
IAM
28
Iridian Asset Management
Connecticut
$19.5M 643,052 +16,094 +3%
Goldman Sachs
29
Goldman Sachs
New York
$17.2M 566,498 +363,454 +179%
Northern Trust
30
Northern Trust
Illinois
$14.2M 468,293 -45,826 -9%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$11.4M 376,736 +42,702 +13%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$11M 363,765 -3,241 -0.9%
SEI Investments
33
SEI Investments
Pennsylvania
$11M 364,268 -692 -0.2%
TSW
34
Thompson Siegel & Walmsley
Virginia
$11M 362,787 +362,787 New
Invesco
35
Invesco
Georgia
$9.78M 322,015 -93,992 -23%
Nuveen Asset Management
36
Nuveen Asset Management
Illinois
$9.49M 283,471 +13,658 +5%
First Trust Advisors
37
First Trust Advisors
Illinois
$9.15M 301,506 +93,428 +45%
Hotchkis & Wiley Capital Management
38
Hotchkis & Wiley Capital Management
California
$8.25M 271,700 +80,800 +42%
PHS
39
Pekin Hardy Strauss
Illinois
$7.98M 262,956 +4,490 +2%
BA
40
Bridgewater Associates
Connecticut
$7.9M 260,336 +56,828 +28%
Bank of Nova Scotia
41
Bank of Nova Scotia
Ontario, Canada
$7.58M 249,500 +249,500 New
PPA
42
Parametric Portfolio Associates
Washington
$7.48M 246,487 +33,720 +16%
Swiss National Bank
43
Swiss National Bank
Switzerland
$6.84M 225,372 +9,200 +4%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$6.68M 220,019 -21,985 -9%
Citadel Advisors
45
Citadel Advisors
Florida
$6.51M 214,500 +134,846 +169%
ICM
46
Invenomic Capital Management
Massachusetts
$6.48M 258,888 +170,002 +191%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$6.38M 210,150 -32,105 -13%
AllianceBernstein
48
AllianceBernstein
Tennessee
$6.24M 205,640 +153,152 +292%
PCM
49
Patient Capital Management
Maryland
$5.9M 194,300 +13,500 +7%
UBS AM
50
UBS AM
Illinois
$5.74M 189,222 +845 +0.4%
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