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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 %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$733K 47,999 -79 -0.2%
PI
102
PEAK6 Investments
Illinois
$709K 46,452 +36,018 +345%
DA
103
Duality Advisers
Florida
$697K 45,698 +22,807 +100%
State of Wisconsin Investment Board
104
State of Wisconsin Investment Board
Wisconsin
$685K 44,890 +26,686 +147%
PFG
105
PAX Financial Group
Texas
$632K 51,162 +51,162 New
Massachusetts Financial Services
106
Massachusetts Financial Services
Massachusetts
$616K 40,367 -1,274 -3%
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$614K 40,262 -579 -1%
VOYA Investment Management
108
VOYA Investment Management
Georgia
$602K 39,477 -111 -0.3%
AQR Capital Management
109
AQR Capital Management
Connecticut
$590K 38,655 +3,783 +11%
Macquarie Group
110
Macquarie Group
Australia
$542K 35,500 – –
ACA
111
Arena Capital Advisors
California
$522K 34,210 +12,210 +56%
Verition Fund Management
112
Verition Fund Management
Connecticut
$509K 33,349 +9,447 +40%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$507K 33,197 +17,756 +115%
GCM
114
Graham Capital Management
Connecticut
$474K 31,032 +20,544 +196%
Jacobs Levy Equity Management
115
Jacobs Levy Equity Management
New Jersey
$449K 29,429 -319 -1%
State Board of Administration of Florida Retirement System
116
State Board of Administration of Florida Retirement System
Florida
$431K 28,222 – –
Walleye Capital
117
Walleye Capital
New York
$425K 27,862 +7,143 +34%
Citigroup
118
Citigroup
New York
$425K 27,853 +10,373 +59%
ASRS
119
Arizona State Retirement System
Arizona
$422K 27,674 -491 -2%
YIH
120
Y-Intercept (HK)
Hong Kong
$414K 27,139 +27,139 New
ETC
121
Exchange Traded Concepts
Oklahoma
$404K 26,496 +929 +4%
II
122
Inspire Investing
Idaho
$383K 25,101 +3,197 +15%
Victory Capital Management
123
Victory Capital Management
Texas
$372K 24,347 -1,314 -5%
XT
124
XTX Topco
Cayman Islands
$371K 24,291 +3,631 +18%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$345K 22,584 +5,922 +36%
3 4
5
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