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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 %
TRCT
126
Tower Research Capital (TRC)
New York
$332K 21,744 +17,848 +458%
NYLIM
127
New York Life Investment Management
New York
$327K 21,450 -665 -3%
PCM
128
Prelude Capital Management
New York
$315K 20,617 +20,617 New
AWM
129
Avaii Wealth Management
Wisconsin
$312K 20,440 -1,352 -6%
TSS
130
Two Sigma Securities
New York
$309K 20,218 +20,218 New
CM
131
Caption Management
Oklahoma
$305K 20,000 -119,765 -86%
CIC
132
Cornercap Investment Counsel
Georgia
$296K 19,416 – –
EGM
133
Engineers Gate Manager
New York
$276K 18,084 -46,032 -72%
SAM
134
Shell Asset Management
Netherlands
$259K 16,942 -5,077 -23%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$258K 16,912 +16,912 New
ProShare Advisors
136
ProShare Advisors
Maryland
$250K 16,367 +3,520 +27%
Handelsbanken Fonder
137
Handelsbanken Fonder
Sweden
$246K 16,118 – –
PCM
138
Prentice Capital Management
Connecticut
$241K 15,799 -137,256 -90%
Mackenzie Financial
139
Mackenzie Financial
Ontario, Canada
$231K 15,116 – –
HCM
140
Hollencrest Capital Management
California
$215K 14,100 – –
Public Employees Retirement Association of Colorado
141
Public Employees Retirement Association of Colorado
Colorado
$210K 13,793 – –
AB
142
Amalgamated Bank
New York
$192K 12,583 -998 -7%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$191K 12,544 +12,544 New
SG Americas Securities
144
SG Americas Securities
New York
$184K 12,074 +12,074 New
CCM
145
Cinctive Capital Management
New York
$179K 11,723 -49,353 -81%
DCM
146
DGS Capital Management
New Jersey
$165K 10,795 +10,795 New
AIP
147
Ameritas Investment Partners
Nebraska
$150K 9,825 – –
CG
148
Cutler Group
California
$126K 8,272 +4,556 +123%
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$116K 7,597 -15,558 -67%
VanEck Associates
150
VanEck Associates
New York
$114K 7,456 -266 -3%
4 5
6
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