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Herbalife
HLF

Overview Fund Activity

185 hedge funds and large institutions have $1.08B invested in Herbalife in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 40 closing their positions.

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
65
Reduced
66
Closed
40
Calls
$87.8M
Puts
$72.2M
Net Calls
+$15.6M
Net Calls Change
+$937K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$41.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$53M
4
State Street
4
State Street
Massachusetts
$59.7M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
ROIC
2
Route One Investment Company
California
$86.7M
3
ACM
3
Alua Capital Management
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.95M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
XT
101
XTX Topco
Cayman Islands
$357K 35,476 +11,185 +46%
PFMU
102
Privium Fund Management (UK)
United Kingdom
$350K 38,461 +38,461 New
ACA
103
Arena Capital Advisors
California
$344K 34,210 – –
AWM
104
Avaii Wealth Management
Wisconsin
$334K 33,228 +12,788 +63%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$329K 32,776 -6,701 -17%
CC
106
Corton Capital
Ontario, Canada
$291K 28,975 +28,975 New
Fidelity Investments
107
Fidelity Investments
Massachusetts
$284K 28,240 -398,809 -93%
ASRS
108
Arizona State Retirement System
Arizona
$274K 27,238 -436 -2%
CMF
109
Counterpoint Mutual Funds
California
$274K 27,219 +27,219 New
SSA
110
Schonfeld Strategic Advisors
New York
$269K 26,810 -40,847 -60%
MC
111
Maverick Capital
Texas
$252K 25,103 +25,103 New
CC
112
Centiva Capital
New York
$249K 24,801 -51,602 -68%
Zurich Cantonal Bank
113
Zurich Cantonal Bank
Switzerland
$227K 22,584 – –
Victory Capital Management
114
Victory Capital Management
Texas
$217K 21,625 -2,722 -11%
Prudential Financial
115
Prudential Financial
New Jersey
$217K 21,561 -27,700 -56%
IMC Chicago
116
IMC Chicago
Illinois
$207K 20,630 -45,910 -69%
CIC
117
Cornercap Investment Counsel
Georgia
$195K 19,416 – –
ProShare Advisors
118
ProShare Advisors
Maryland
$179K 17,767 +1,400 +9%
HCM
119
Hollencrest Capital Management
California
$172K 17,100 +3,000 +21%
Handelsbanken Fonder
120
Handelsbanken Fonder
Sweden
$162K 16,118 – –
SAM
121
Shell Asset Management
Netherlands
$160K 15,381 -1,561 -9%
AC
122
AXQ Capital
New Jersey
$143K 14,200 +14,200 New
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$139K 13,793 – –
Wolverine Trading
124
Wolverine Trading
Illinois
$139K 13,798 +13,798 New
Principal Financial Group
125
Principal Financial Group
Iowa
$129K 12,788 -55,935 -81%
3 4
5
6 7