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Herbalife
HLF

Overview Fund Activity

203 hedge funds and large institutions have $2.03B invested in Herbalife in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 48 reducing their positions, and 53 closing their positions.

Holders
203
Holders Change
-25
Holders Change %
-10.96%
% of All Funds
3.43%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
34
Increased
96
Reduced
48
Closed
53
Calls
$49.2M
Puts
$43.7M
Net Calls
+$5.48M
Net Calls Change
+$24.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.8M
3
SP
3
Solel Partners
Massachusetts
$27M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.9M
5
State Street
5
State Street
Massachusetts
$67.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
CIP
3
CAS Investment Partners
Connecticut
$0
4
MVP
4
Miller Value Partners
Florida
$0
5
6CM
5
683 Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Robeco Institutional Asset Management
101
Robeco Institutional Asset Management
Netherlands
$638K -$293K -14,332 -31%
HSA
102
Hussman Strategic Advisors
Maryland
$638K – – –
Franklin Resources
103
Franklin Resources
California
$626K -$1.67M -81,512 -73%
EWM
104
Edge Wealth Management
New York
$567K – – –
CIBC Private Wealth Group
105
CIBC Private Wealth Group
Georgia
$558K +$120K +5,892 +28%
ASRS
106
Arizona State Retirement System
Arizona
$548K +$20.7K +1,009 +4%
MAM
107
Martingale Asset Management
Massachusetts
$531K +$316K +15,426 +147%
PP
108
Paloma Partners
Connecticut
$526K +$526K +25,700 New
State of Wisconsin Investment Board
109
State of Wisconsin Investment Board
Wisconsin
$508K +$369K +18,064 +266%
EGM
110
Engineers Gate Manager
New York
$490K +$56.8K +2,775 +13%
GC
111
Guggenheim Capital
Illinois
$482K +$83.9K +4,105 +21%
CCM
112
Chimera Capital Management
New York
$472K +$472K +23,074 New
CL
113
CSS LLC
Illinois
$412K +$362K +17,710 +717%
JFGLC
114
Johnson Financial Group LLC (Colorado)
Colorado
$409K – – –
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$395K -$24K -1,175 -6%
EP
116
Edgestream Partners
New Jersey
$356K -$357K -17,429 -50%
FC
117
FORA Capital
Florida
$354K +$178K +8,699 +101%
Wells Fargo
118
Wells Fargo
California
$352K -$537K -26,295 -60%
Janus Henderson Group
119
Janus Henderson Group
United Kingdom
$350K +$633 +31 +0.2%
MGP
120
Metis Global Partners
California
$340K +$340K +16,592 New
Handelsbanken Fonder
121
Handelsbanken Fonder
Sweden
$330K – – –
YIH
122
Y-Intercept (HK)
Hong Kong
$313K +$313K +15,317 New
FRM
123
Fox Run Management
Connecticut
$310K +$120K +5,883 +63%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$306K -$553K -27,011 -64%
SAM
125
Shell Asset Management
Netherlands
$304K +$89.4K +4,377 +42%
3 4
5
6 7