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Herbalife
HLF

Overview Fund Activity

180 hedge funds and large institutions have $1.15B invested in Herbalife in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
71
Reduced
49
Closed
34
Calls
$40.5M
Puts
$123M
Net Calls
-$82.1M
Net Calls Change
-$97.7M

Top Buyers

1
BG
Baupost Group
Massachusetts
$53.2M
2
Marshall Wace
Marshall Wace
United Kingdom
$20.5M
3
IECM
Intrinsic Edge Capital Management
Illinois
$8.65M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$7.83M
5
Renaissance Technologies
Renaissance Technologies
New York
$69.1M

Top Sellers

1
State Street
State Street
Massachusetts
$33.7M
2
Millennium Management
Millennium Management
New York
$588K
3
Morgan Stanley
Morgan Stanley
New York
$63M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
$90.4M
5
AC
Armistice Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
126
Harbor Capital Advisors
Illinois
$165K +$120K +11,594 +270%
Two Sigma Advisers
127
Two Sigma Advisers
New York
$163K +$163K +15,700 New
Creative Planning
128
Creative Planning
Kansas
$156K +$156K +14,975 New
DCM
129
DGS Capital Management
New Jersey
$155K +$155K +14,941 New
Public Employees Retirement Association of Colorado
130
Public Employees Retirement Association of Colorado
Colorado
$143K – – –
ProShare Advisors
131
ProShare Advisors
Maryland
$138K -$47K -4,522 -25%
Neuberger Berman Group
132
Neuberger Berman Group
New York
$135K +$135K +12,974 New
Victory Capital Management
133
Victory Capital Management
Texas
$130K -$95K -9,139 -42%
Principal Financial Group
134
Principal Financial Group
Iowa
$127K -$5.37K -517 -4%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$116K +$1.54K +148 +1%
Franklin Resources
136
Franklin Resources
California
$116K -$1.71K -165 -1%
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$113K +$62.8K +6,057 +125%
VI
138
Vestcor Inc
New Brunswick, Canada
$111K – – –
AIP
139
Ameritas Investment Partners
Nebraska
$102K – – –
PIM
140
Platinum Investment Management
Australia
$98.2K -$20K -1,922 -17%
VanEck Associates
141
VanEck Associates
New York
$90K +$8.37K +808 +10%
Fidelity Investments
142
Fidelity Investments
Massachusetts
$79.7K -$214K -20,565 -73%
Amundi
143
Amundi
France
$55.9K +$886 +78 +2%
Nomura Asset Management
144
Nomura Asset Management
Japan
$54K – – –
NC
145
nVerses Capital
Florida
$53K +$37.4K +3,600 +240%
GI
146
GAMMA Investing
California
$36.7K +$30.2K +2,908 +465%
AB
147
Amalgamated Bank
New York
$35K – – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$22K +$19.8K +1,937 +905%
EC
149
EntryPoint Capital
New York
$21.5K +$21.5K +2,065 New
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$21K -$4.07K -392 -16%
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6
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