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Herbalife
HLF

Overview Fund Activity

228 hedge funds and large institutions have $3.1B invested in Herbalife in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 54 closing their positions.

Holders
228
Holders Change
-16
Holders Change %
-6.56%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
41
Increased
87
Reduced
70
Closed
54
Calls
$28.6M
Puts
$47.9M
Net Calls
-$19.3M
Net Calls Change
+$869K

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$304M
2
FPA
2
First Pacific Advisors
California
$32.6M
3
ROIC
3
Route One Investment Company
California
$305M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$146M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$786K
4
AS
4
Altshuler Shaham
Israel
$31.9M
5
6CM
5
683 Capital Management
New York
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
FP
126
Factorial Partners
New York
$455K 15,000 +3,000 +25%
NIPH
127
NN Investment Partners Holdings
Netherlands
$443K 14,595 +5,547 +61%
EVM
128
Eaton Vance Management
Massachusetts
$435K 14,331 +4 +0%
Public Employees Retirement Association of Colorado
129
Public Employees Retirement Association of Colorado
Colorado
$419K 13,793 – –
PGFC
130
Peapack-Gladstone Financial Corp
New Jersey
$408K 13,425 +411 +3%
Wolverine Trading
131
Wolverine Trading
Illinois
$394K 12,994 +12,994 New
Millennium Management
132
Millennium Management
New York
$386K 12,725 -11,683 -48%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$386K 12,717 – –
Canada Pension Plan Investment Board
134
Canada Pension Plan Investment Board
Ontario, Canada
$379K 12,500 +12,500 New
Envestnet Asset Management
135
Envestnet Asset Management
Illinois
$374K 12,308 +747 +6%
SM
136
Sciencast Management
New Jersey
$368K 12,287 +12,287 New
IA
137
Inspire Advisors
Idaho
$364K 11,983 +11,983 New
Wellington Management Group
138
Wellington Management Group
Massachusetts
$362K 11,912 -479 -4%
CIC
139
Cornercap Investment Counsel
Georgia
$361K 11,877 -16 -0.1%
Mariner
140
Mariner
Kansas
$352K 11,595 +11,595 New
Ensign Peak Advisors
141
Ensign Peak Advisors
Utah
$350K 11,530 – –
PFG
142
PAX Financial Group
Texas
$349K 11,488 +11,488 New
EF
143
Empirical Finance
Pennsylvania
$324K 10,683 – –
MAM
144
Martingale Asset Management
Massachusetts
$320K 10,509 -801 -7%
SAM
145
Shell Asset Management
Netherlands
$319K 10,511 -1,557 -13%
LSV Asset Management
146
LSV Asset Management
Illinois
$316K 10,400 – –
DCM
147
Dupont Capital Management
Delaware
$314K 10,339 -7,398 -42%
Principal Financial Group
148
Principal Financial Group
Iowa
$312K 10,278 +2,466 +32%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$288K 9,510 -82,225 -90%
DFCM
150
Dark Forest Capital Management
Puerto Rico
$287K 9,439 +9,439 New
4 5
6
7 8