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Herbalife
HLF

Overview Fund Activity

180 hedge funds and large institutions have $1.15B invested in Herbalife in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 34 closing their positions.

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
71
Reduced
49
Closed
34
Calls
$40.5M
Puts
$123M
Net Calls
-$82.1M
Net Calls Change
-$97.7M

Top Buyers

1
BG
1
Baupost Group
Massachusetts
$53.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$20.5M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$8.65M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$69.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$33.7M
2
Millennium Management
2
Millennium Management
New York
$588K
3
Morgan Stanley
3
Morgan Stanley
New York
$63M
4
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$90.4M
5
AC
5
Armistice Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$9.15M -$203K -19,583 -2%
Bank of America
27
Bank of America
North Carolina
$8.94M +$3.12M +300,279 +54%
IECM
28
Intrinsic Edge Capital Management
Illinois
$8.65M +$8.65M +832,831 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.18M – – –
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$7.83M +$7.83M +753,157 New
Goldman Sachs
31
Goldman Sachs
New York
$5.38M -$2.04M -196,172 -27%
SW
32
SteelPeak Wealth
California
$5.2M – – –
WP
33
Woodline Partners
California
$4.91M +$4.91M +472,473 New
TSW
34
Thompson Siegel & Walmsley
Virginia
$4.47M -$398K -38,315 -8%
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.36M +$1.13M +108,707 +35%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$4.27M +$324K +31,137 +8%
PL
37
Perpetual Ltd
Australia
$3.99M -$410K -39,500 -9%
PHS
38
Pekin Hardy Strauss
Illinois
$3.55M +$465K +44,740 +15%
BCM
39
Bridgeway Capital Management
Texas
$3.52M – – –
JAM
40
Jupiter Asset Management
United Kingdom
$3.42M +$3.42M +329,081 New
Invesco
41
Invesco
Georgia
$3.36M +$259K +24,961 +8%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.32M +$1.31M +125,657 +65%
Nomura Holdings
43
Nomura Holdings
Japan
$3.29M +$495K +47,626 +18%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$3.14M +$283K +27,261 +10%
Nuveen Asset Management
45
Nuveen Asset Management
Illinois
$2.89M – – –
SEI Investments
46
SEI Investments
Pennsylvania
$2.78M -$115K -11,054 -4%
Tudor Investment Corp
47
Tudor Investment Corp
Connecticut
$2.63M -$925K -88,984 -26%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$2.44M +$2.44M +234,581 New
Ameriprise
49
Ameriprise
Minnesota
$2.37M +$621K +59,794 +36%
Walleye Capital
50
Walleye Capital
New York
$2.27M +$1.75M +168,058 +335%
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