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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in Herbalife in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
74
Reduced
73
Closed
23
Calls
$165M
Puts
$150M
Net Calls
+$14.7M
Net Calls Change
+$28.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$12.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
IAM
5
Iridian Asset Management
Connecticut
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.52M
2
CCM
2
Camber Capital Management
Massachusetts
$30.5M
3
ACM
3
Alua Capital Management
New York
$14.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
ROIC
5
Route One Investment Company
California
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$15.7M 1,030,917 -189,885 -16%
LFCM
27
Long Focus Capital Management
Puerto Rico
$15.1M 991,593 +40,000 +4%
Northern Trust
28
Northern Trust
Illinois
$14.3M 936,857 -5,314 -0.6%
ACM
29
Alua Capital Management
New York
$14.1M 926,244 -616,778 -40%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$12.9M 834,320 +811,570 +3,567%
Citadel Advisors
31
Citadel Advisors
Florida
$8.83M 578,499 +50,499 +10%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$8.15M 533,933 -86,100 -14%
SW
33
SteelPeak Wealth
California
$7.63M 500,000 – –
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$7.3M 478,476 +334,348 +232%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$6.57M 430,801 +13,505 +3%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$6.52M 427,049 -858,138 -67%
Parallax Volatility Advisers
37
Parallax Volatility Advisers
California
$6.1M 399,992 +99,992 +33%
SC
38
Shay Capital
New York
$5.9M 386,862 +278,174 +256%
AC
39
Armistice Capital
New York
$5.8M 380,000 +380,000 New
HCM
40
Huber Capital Management
California
$5.63M 369,230 +369,230 New
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$5.48M 359,356 +170,764 +91%
Federated Hermes
42
Federated Hermes
Pennsylvania
$5.19M 340,202 -7,301 -2%
BCM
43
Bridgeway Capital Management
Texas
$5.17M 338,800 +8,200 +2%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.65M 305,007 -61,255 -17%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$4.27M 280,096 +4,434 +2%
Mitsubishi UFJ Trust & Banking
46
Mitsubishi UFJ Trust & Banking
Japan
$4.26M 279,096 +32,728 +13%
SEI Investments
47
SEI Investments
Pennsylvania
$4.14M 271,297 +7,217 +3%
PHS
48
Pekin Hardy Strauss
Illinois
$4.13M 270,664 -13,445 -5%
Two Sigma Investments
49
Two Sigma Investments
New York
$4.13M 270,345 +173,645 +180%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$3.78M 247,453 +3,496 +1%
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