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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
101
$467K
102
$462K
103
$428K
104
$401K
105
$399K
106
$398K
107
$385K
108
$372K
109
$367K
110
$360K
111
$348K
112
$339K
113
$312K
114
$309K
115
$309K
116
$296K
117
$291K
118
$287K
119
$271K
120
$261K
121
$261K
122
$258K
123
$252K
124
$251K
125
$225K