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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in Herbalife in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
74
Reduced
73
Closed
23
Calls
$165M
Puts
$150M
Net Calls
+$14.7M
Net Calls Change
+$28.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$12.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
IAM
5
Iridian Asset Management
Connecticut
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.52M
2
CCM
2
Camber Capital Management
Massachusetts
$30.5M
3
ACM
3
Alua Capital Management
New York
$14.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
ROIC
5
Route One Investment Company
California
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
76
Credit Suisse
Switzerland
$1.53M 99,977 +4,534 +5%
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.51M 99,212 – –
Ameriprise
78
Ameriprise
Minnesota
$1.46M 95,510 +15,080 +19%
Nomura Holdings
79
Nomura Holdings
Japan
$1.28M 83,952 -5,342 -6%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$1.23M 80,928 -250,513 -76%
JF
81
Jump Financial
Illinois
$1.23M 80,715 +13,092 +19%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$1.2M 78,640 +2,550 +3%
CC
83
Centiva Capital
New York
$1.17M 76,403 +76,403 New
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$1.14M 74,700 +74,700 New
Allspring Global Investments
85
Allspring Global Investments
North Carolina
$1.08M 70,793 -37,718 -35%
Principal Financial Group
86
Principal Financial Group
Iowa
$1.05M 68,723 +15,427 +29%
SSA
87
Schonfeld Strategic Advisors
New York
$1.03M 67,657 +67,657 New
IMC Chicago
88
IMC Chicago
Illinois
$1.02M 66,540 +43,603 +190%
Wells Fargo
89
Wells Fargo
California
$978K 64,096 +41,665 +186%
DC
90
Diametric Capital
Massachusetts
$926K 60,693 +60,693 New
Franklin Resources
91
Franklin Resources
California
$865K 56,700 -1,772 -3%
SIM
92
SummerHaven Investment Management
Connecticut
$858K 56,226 +738 +1%
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$820K 53,728 +39,065 +266%
MWA
94
MFA Wealth Advisors
Pennsylvania
$814K 53,315 -3,007 -5%
MIM
95
MetLife Investment Management
New Jersey
$791K 51,823 – –
Mirae Asset Global Investments
96
Mirae Asset Global Investments
South Korea
$772K 50,575 -408 -0.8%
BCM
97
Bayesian Capital Management
New York
$771K 50,500 -9,300 -16%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$759K 49,710 -1,500 -3%
Prudential Financial
99
Prudential Financial
New Jersey
$752K 49,261 -45,390 -48%
AIG
100
American International Group
New York
$750K 49,152 -198 -0.4%
2 3
4
5 6