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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.47B invested in Herbalife in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
76
Reduced
67
Closed
19
Calls
$114M
Puts
$128M
Net Calls
-$13.9M
Net Calls Change
+$14.9M

Top Buyers

1
LFCM
1
Long Focus Capital Management
Puerto Rico
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.39M
4
FFL
4
Flat Footed LLC
Wyoming
$5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.86M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$738K
2
ACM
2
Alua Capital Management
New York
$21.6M
3
Boston Partners
3
Boston Partners
Massachusetts
$8.7M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$416K
5
IAM
5
Iridian Asset Management
Connecticut
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IAM
26
Iridian Asset Management
Connecticut
$13.8M 985,001 -585,631 -37%
LFCM
27
Long Focus Capital Management
Puerto Rico
$13.3M 951,593 +651,593 +217%
Northern Trust
28
Northern Trust
Illinois
$13.2M 942,171 +19,238 +2%
Boston Partners
29
Boston Partners
Massachusetts
$8.7M 621,984 -1,035,879 -62%
Point72 Asset Management
30
Point72 Asset Management
Connecticut
$8.67M 620,033 +174,400 +39%
Norges Bank
31
Norges Bank
Norway
$7.64M 546,008 -393,172 -42%
Citadel Advisors
32
Citadel Advisors
Florida
$7.39M 528,000 +527,817 +288,425%
SW
33
SteelPeak Wealth
California
$7M 500,000 – –
BA
34
Bridgewater Associates
Connecticut
$6.88M 491,815 +90,378 +23%
Goldman Sachs
35
Goldman Sachs
New York
$6.81M 486,554 +157,786 +48%
Bank of America
36
Bank of America
North Carolina
$5.87M 419,795 +209,824 +100%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$5.84M 417,296 -164 -0%
Connor, Clark & Lunn Investment Management (CC&L)
38
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.12M 366,262 +266,166 +266%
FFL
39
Flat Footed LLC
Wyoming
$5M 357,107 +357,107 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$4.86M 347,503 +347,498 +6,949,960%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$4.64M 331,441 +54,750 +20%
BCM
42
Bridgeway Capital Management
Texas
$4.63M 330,600 -28,500 -8%
Parallax Volatility Advisers
43
Parallax Volatility Advisers
California
$4.2M 300,000 -75,000 -20%
PHS
44
Pekin Hardy Strauss
Illinois
$3.97M 284,109 -29,985 -10%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$3.86M 275,662 -4,377 -2%
Balyasny Asset Management
46
Balyasny Asset Management
Illinois
$3.78M 269,896 +269,896 New
SEI Investments
47
SEI Investments
Pennsylvania
$3.69M 264,080 -526,482 -67%
PSC
48
Portman Square Capital
United Kingdom
$3.5M 250,376 +87,243 +53%
Mitsubishi UFJ Trust & Banking
49
Mitsubishi UFJ Trust & Banking
Japan
$3.45M 246,368 +10,272 +4%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$3.41M 243,957 -29,665 -11%
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