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Herbalife

190 hedge funds and large institutions have $1.44B invested in Herbalife in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $1.72B → $1.44B (-$282M)

41% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $69.7M

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

Holders
190
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.9M
Puts
$69.7M
Net Calls
Net Calls Change

Top Buyers

1 +$25.5M
2 +$12.4M
3 +$11.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$10.3M
5
UBS Group
UBS Group
Switzerland
+$7.04M

Top Sellers

1 -$23.6M
2 -$18.9M
3 -$7.62M
4
JP Morgan Chase
JP Morgan Chase
New York
-$7.19M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.04M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$2.75M
52
$2.56M
53
$2.5M
54
$2.4M
55
$2.3M
56
$2.25M
57
$2.19M
58
$2.16M
59
$2.01M
60
$1.99M
61
$1.98M
62
$1.89M
63
$1.59M
64
$1.5M
65
$1.43M
66
$1.39M
67
$1.33M
68
$1.31M
69
$1.29M
70
$1.27M
71
$1.25M
72
$1.2M
73
$1.18M
74
$1.14M
75
$1.13M