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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
76
$1.12M
77
$981K
78
$955K
79
$950K
80
$907K
81
$864K
82
$827K
83
$826K
84
$713K
85
$710K
86
$707K
87
$706K
88
$696K
89
$664K
90
$637K
91
$630K
92
$542K
93
$537K
94
$532K
95
$522K
96
$521K
97
$491K
98
$490K
99
$479K
100
$470K