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

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.8M
2
BlackRock
2
BlackRock
New York
$108M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$138M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$96.9M
5
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
26
Millennium Management
New York
$13.9M +$4.06M +272,945 +41%
Northern Trust
27
Northern Trust
Illinois
$13.5M -$55.9K -3,757 -0.4%
Norges Bank
28
Norges Bank
Norway
$12.1M +$1.07M +71,868 +10%
SEI Investments
29
SEI Investments
Pennsylvania
$8.1M +$1.29M +86,540 +19%
Goldman Sachs
30
Goldman Sachs
New York
$7.89M +$2.26M +152,108 +40%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$7.52M +$485K +32,589 +7%
SW
32
SteelPeak Wealth
California
$7.44M – – –
First Trust Advisors
33
First Trust Advisors
Illinois
$7.08M +$3.19M +214,500 +82%
Squarepoint
34
Squarepoint
New York
$6.83M +$6.83M +459,122 New
BA
35
Bridgewater Associates
Connecticut
$6.37M -$3.48M -233,811 -35%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$6.01M +$1.35M +91,026 +29%
PHS
37
Pekin Hardy Strauss
Illinois
$4.69M +$325K +21,848 +7%
QGA
38
Q Global Advisors
Texas
$4.52M +$4.52M +304,000 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$4.38M -$705K -47,346 -14%
CM
40
Caption Management
Oklahoma
$4.19M +$2.33M +156,300 +125%
CSS
41
Cubist Systematic Strategies
Connecticut
$4.17M -$462K -31,080 -10%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$3.95M +$3.95M +265,362 New
SCP
43
Seizert Capital Partners
Michigan
$3.94M +$1.19M +80,170 +43%
Parallax Volatility Advisers
44
Parallax Volatility Advisers
California
$3.63M +$1.03M +68,900 +39%
RC
45
Riposte Capital
New York
$3.57M +$3.57M +240,000 New
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.49M +$46.1K +3,100 +1%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.49M -$169K -11,357 -5%
PSC
48
Portman Square Capital
United Kingdom
$3.45M +$3.45M +232,131 New
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$3.36M +$1M +67,420 +43%
TC
50
TwinBeech Capital
New York
$3.03M +$3.03M +203,400 New
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