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Herbalife
HLF

Overview Fund Activity

185 hedge funds and large institutions have $1.08B invested in Herbalife in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
65
Reduced
66
Closed
40
Calls
$87.8M
Puts
$72.2M
Net Calls
+$15.6M
Net Calls Change
+$937K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$41.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$53M
4
State Street
4
State Street
Massachusetts
$59.7M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
ROIC
2
Route One Investment Company
California
$86.7M
3
ACM
3
Alua Capital Management
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.95M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$9.05M -$364K -36,240 -4%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
27
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.91M -$7.79M -775,300 -50%
Goldman Sachs
28
Goldman Sachs
New York
$7.18M -$5.77M -574,200 -45%
Bank of America
29
Bank of America
North Carolina
$5.63M +$3.55M +353,115 +171%
SW
30
SteelPeak Wealth
California
$5.03M – – –
TSW
31
Thompson Siegel & Walmsley
Virginia
$4.71M +$4.71M +468,225 New
PL
32
Perpetual Ltd
Australia
$4.01M +$4.01M +423,760 New
AC
33
Armistice Capital
New York
$3.82M – – –
Bank of New York Mellon
34
Bank of New York Mellon
New York
$3.82M -$514K -51,111 -12%
Tudor Investment Corp
35
Tudor Investment Corp
Connecticut
$3.44M +$951K +94,664 +38%
BCM
36
Bridgeway Capital Management
Texas
$3.4M – – –
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.13M +$62.9K +6,263 +2%
F1I
38
Fund 1 Investments
Puerto Rico
$3.07M -$7.72M -767,975 -72%
Invesco
39
Invesco
Georgia
$3M +$1.44M +143,371 +93%
PHS
40
Pekin Hardy Strauss
Illinois
$2.98M +$259K +25,799 +10%
SEI Investments
41
SEI Investments
Pennsylvania
$2.8M +$76.7K +7,635 +3%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$2.79M -$23.7K -2,354 -0.8%
Nomura Holdings
43
Nomura Holdings
Japan
$2.7M +$1.86M +184,762 +220%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$2.51M -$35.9K -3,946 -1%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.96M – – –
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$1.95M -$8.41M -836,583 -81%
Citadel Advisors
47
Citadel Advisors
Florida
$1.78M -$4.03M -401,087 -69%
SC
48
Shay Capital
New York
$1.75M -$2.14M -212,788 -55%
Ameriprise
49
Ameriprise
Minnesota
$1.69M +$730K +72,605 +76%
BA
50
Bridgewater Associates
Connecticut
$1.56M -$250K -24,830 -14%
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