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Herbalife
HLF

Overview Fund Activity

187 hedge funds and large institutions have $784M invested in Herbalife in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 60 reducing their positions, and 27 closing their positions.

Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
2.71%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
63
Reduced
60
Closed
27
Calls
$20.9M
Puts
$87.4M
Net Calls
-$66.5M
Net Calls Change
+$15.5M

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$22.8M
2
IAM
2
Iridian Asset Management
Connecticut
$16M
3
LFCM
3
Long Focus Capital Management
Puerto Rico
$26.9M
4
JAM
4
Jupiter Asset Management
United Kingdom
$5.99M
5
Deutsche Bank
5
Deutsche Bank
Germany
$16.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$27.5M
2
IECM
2
Intrinsic Edge Capital Management
Illinois
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$5.65M
4
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$57.3M
5
State Street
5
State Street
Massachusetts
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$6.05M -$141K -19,564 -2%
JAM
27
Jupiter Asset Management
United Kingdom
$5.99M +$3.62M +503,407 +153%
Marshall Wace
28
Marshall Wace
United Kingdom
$5.65M -$8.57M -1,191,348 -60%
Goldman Sachs
29
Goldman Sachs
New York
$4.72M +$992K +137,966 +27%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
30
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.59M -$1.07M -148,800 -19%
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.96M +$941K +130,818 +31%
SW
32
SteelPeak Wealth
California
$3.6M – – –
PHS
33
Pekin Hardy Strauss
Illinois
$3.57M +$1.12M +155,157 +45%
TSW
34
Thompson Siegel & Walmsley
Virginia
$3.5M +$406K +56,499 +13%
PL
35
Perpetual Ltd
Australia
$3.35M +$591K +82,231 +21%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$3.19M +$1.02M +141,376 +47%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.82M -$133K -18,445 -4%
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$2.64M +$342K +47,605 +15%
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$2.45M -$2.97M -412,515 -55%
BCM
40
Bridgeway Capital Management
Texas
$2.44M – – –
CIBC Private Wealth Group
41
CIBC Private Wealth Group
Georgia
$2.34M +$820K +114,005 +54%
Nuveen Asset Management
42
Nuveen Asset Management
Illinois
$2M – – –
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$2M +$177K +24,602 +10%
Ameriprise
44
Ameriprise
Minnesota
$1.83M +$196K +27,265 +12%
SEI Investments
45
SEI Investments
Pennsylvania
$1.75M -$176K -24,411 -9%
PCM
46
Prentice Capital Management
Connecticut
$1.68M +$358K +49,747 +27%
F1I
47
Fund 1 Investments
Puerto Rico
$1.66M +$438K +60,945 +36%
Invesco
48
Invesco
Georgia
$1.61M -$713K -99,148 -31%
WAM
49
Wolverine Asset Management
Illinois
$1.55M +$1.13M +156,951 +270%
Swiss National Bank
50
Swiss National Bank
Switzerland
$1.4M – – –
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