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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
OA
126
Oracle Alpha
Ontario, Canada
$123K +$123K +12,212 New
Lazard Asset Management
127
Lazard Asset Management
New York
$121K +$70.7K +7,030 +140%
QT
128
Quantbot Technologies
New York
$116K +$116K +11,567 New
PIM
129
Platinum Investment Management
Australia
$114K +$46.3K +4,603 +68%
Franklin Resources
130
Franklin Resources
California
$114K -$456K -45,387 -80%
HSBC Holdings
131
HSBC Holdings
United Kingdom
$111K +$111K +11,023 New
VI
132
Vestcor Inc
New Brunswick, Canada
$107K +$107K +10,658 New
EGM
133
Engineers Gate Manager
New York
$106K -$75.6K -7,524 -42%
I
134
InceptionR
California
$106K +$106K +10,549 New
FP
135
Foundry Partners
Minnesota
$105K +$105K +10,445 New
AG
136
Algert Global
California
$102K +$102K +10,140 New
TC
137
TownSquare Capital
Utah
$101K +$101K +10,046 New
AIP
138
Ameritas Investment Partners
Nebraska
$98.7K – – –
VanEck Associates
139
VanEck Associates
New York
$79K +$4.21K +420 +6%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$55.9K +$10.4K +1,035 +23%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$52.4K -$4.81K -479 -8%
Nomura Asset Management
142
Nomura Asset Management
Japan
$52.3K +$33.2K +3,300 +174%
Royal Bank of Canada
143
Royal Bank of Canada
Ontario, Canada
$49K -$287K -28,360 -85%
HCA
144
Harbor Capital Advisors
Illinois
$43K +$43K +4,288 New
Amundi
145
Amundi
France
$41.6K – – –
AB
146
Amalgamated Bank
New York
$34K -$93.6K -9,231 -73%
QL
147
Quarry LP
New York
$29.4K +$6.49K +646 +28%
ACM
148
Aquatic Capital Management
Illinois
$26.1K +$26.1K +2,600 New
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$24.3K -$4.27K -425 -15%
HGERS
150
Householder Group Estate & Retirement Specialist
Arizona
$18.3K +$18.3K +1,824 New
4 5
6
7 8