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Herbalife
HLF

Overview Fund Activity

195 hedge funds and large institutions have $3.69B invested in Herbalife in 2020 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 69 increasing their positions, 60 reducing their positions, and 47 closing their positions.

Holders
195
Holders Change
-20
Holders Change %
-9.3%
% of All Funds
4.31%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
33
Increased
69
Reduced
60
Closed
47
Calls
$72.5M
Puts
$82M
Net Calls
-$9.43M
Net Calls Change
+$90.8M

Top Buyers

1
DVI
1
Deccan Value Investors
Connecticut
$367M
2
ROIC
2
Route One Investment Company
California
$97.9M
3
CCM
3
Candlestick Capital Management
Connecticut
$55.8M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$282M
5
BCM
5
Bronte Capital Management
Australia
$67.5M

Top Sellers

1
LPC
1
Lone Pine Capital
Connecticut
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.21M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$41.6M
4
APG Asset Management
4
APG Asset Management
Netherlands
$15M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
ASRS
101
Arizona State Retirement System
Arizona
$706K 24,205 +24,205 New
CL
102
CSS LLC
Illinois
$685K 23,496 +17,864 +317%
SCP
103
Seizert Capital Partners
Michigan
$684K 23,470 +23,470 New
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$657K 22,499 +3,142 +16%
AB
105
Amalgamated Bank
New York
$646K 22,168 -434 -2%
KBC Group
106
KBC Group
Belgium
$642K 22,004 -17,482 -44%
CCM
107
Cadence Capital Management
Massachusetts
$617K 21,173 -544 -3%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$596K 20,454 +71 +0.3%
QI
109
QS Investors
New York
$590K 20,220 – –
BCM
110
Bayesian Capital Management
New York
$589K 20,201 +20,201 New
URS
111
Utah Retirement Systems
Utah
$551K 18,922 – –
XK
112
Xact Kapitalforvaltning
Sweden
$525K 18,018 – –
UBS Group
113
UBS Group
Switzerland
$488K 16,703 +7,639 +84%
Federated Hermes
114
Federated Hermes
Pennsylvania
$476K 16,312 +8,837 +118%
NAM
115
NorthCoast Asset Management
Connecticut
$433K 14,838 +526 +4%
Public Employees Retirement Association of Colorado
116
Public Employees Retirement Association of Colorado
Colorado
$432K 14,816 – –
EVM
117
Eaton Vance Management
Massachusetts
$418K 14,327 – –
QCM
118
Quantinno Capital Management
New York
$415K 14,226 +8,434 +146%
Principal Financial Group
119
Principal Financial Group
Iowa
$401K 13,746 +3,010 +28%
FIM
120
Freedom Investment Management
Connecticut
$400K 9,786 +15 +0.2%
PVWM
121
Point View Wealth Management
New Jersey
$395K 13,553 – –
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$393K 13,490 -660 -5%
AS
123
Altshuler Shaham
Israel
$350K 12,000 +12,000 New
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$349K 11,989 -2,968 -20%
PAM
125
Panagora Asset Management
Massachusetts
$329K 11,291 +419 +4%
3 4
5
6 7