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Herbalife
HLF

Overview Fund Activity

197 hedge funds and large institutions have $676M invested in Herbalife in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 34 closing their positions.

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% 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
0.05%
New
44
Increased
79
Reduced
46
Closed
34
Calls
$23M
Puts
$65.1M
Net Calls
-$42.1M
Net Calls Change
+$24.4M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$20M
2
BG
2
Baupost Group
Massachusetts
$50.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$17.2M

Top Sellers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$0
2
ROIC
2
Route One Investment Company
California
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$3.25M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$43.8K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$6.71M 1,002,676 +126,902 +14%
Millennium Management
27
Millennium Management
New York
$6.67M 996,363 +949,769 +2,038%
PL
28
Perpetual Ltd
Australia
$6.46M 966,063 +499,572 +107%
JAM
29
Jupiter Asset Management
United Kingdom
$5.74M 858,201 +25,713 +3%
Two Sigma Investments
30
Two Sigma Investments
New York
$5.61M 838,935 +711,658 +559%
Ameriprise
31
Ameriprise
Minnesota
$5.44M 812,692 +557,518 +218%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.09M 610,953 +60,158 +11%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.61M 539,132 +146,750 +37%
UBS Group
34
UBS Group
Switzerland
$3.25M 486,397 -4,429,187 -90%
PHS
35
Pekin Hardy Strauss
Illinois
$3.25M 485,055 -11,305 -2%
Mitsubishi UFJ Trust & Banking
36
Mitsubishi UFJ Trust & Banking
Japan
$3.22M 480,926 +37,139 +8%
SW
37
SteelPeak Wealth
California
$3.01M 450,000 -50,000 -10%
CIBC Private Wealth Group
38
CIBC Private Wealth Group
Georgia
$2.74M 413,065 +87,337 +27%
QGA
39
Q Global Advisors
Texas
$2.44M 364,398 +364,398 New
QC
40
Quantedge Capital
Singapore
$2.41M 360,200 +334,800 +1,318%
Bank of America
41
Bank of America
North Carolina
$2.28M 341,375 -499,527 -59%
HCM
42
Huber Capital Management
California
$2.12M 317,600 +280,700 +761%
Nuveen Asset Management
43
Nuveen Asset Management
Illinois
$1.86M 277,742 – –
Jane Street
44
Jane Street
New York
$1.71M 255,619 +117,452 +85%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$1.7M 254,398 +147,421 +138%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.7M 253,893 +194,029 +324%
SEI Investments
47
SEI Investments
Pennsylvania
$1.7M 253,370 +9,903 +4%
PCM
48
Prentice Capital Management
Connecticut
$1.56M 233,472 -379 -0.2%
Citigroup
49
Citigroup
New York
$1.53M 229,020 +140,869 +160%
Invesco
50
Invesco
Georgia
$1.51M 225,629 +1,465 +0.7%
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