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Herbalife
HLF

Overview Fund Activity

211 hedge funds and large institutions have $5.84B invested in Herbalife in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
47
Increased
60
Reduced
76
Closed
30
Calls
$56.2M
Puts
$118M
Net Calls
-$61.9M
Net Calls Change
-$52.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
2
ROIC
Route One Investment Company
California
$242M
3
Renaissance Technologies
Renaissance Technologies
New York
$495M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.4M
5
Goldman Sachs
Goldman Sachs
New York
$52.5M

Top Sellers

1
DVI
Deccan Value Investors
Connecticut
$329M
2
CCM
Candlestick Capital Management
Connecticut
$3.15M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.72M
4
Deutsche Bank
Deutsche Bank
Germany
$48.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
151
Freedom Investment Management
Connecticut
$383K -$56.7K -1,262 -13%
BC
152
Burney Company
Virginia
$358K +$7.92K +176 +2%
Janus Henderson Group
153
Janus Henderson Group
United Kingdom
$357K -$884K -19,652 -71%
EW
154
Evoke Wealth
California
$355K – – –
AG
155
AlphaSimPlex Group
Massachusetts
$354K +$354K +7,865 New
SRAM
156
Stone Ridge Asset Management
New York
$344K -$117K -2,600 -25%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$344K +$630 +14 +0.2%
WANY
158
Wealthspire Advisors (New York)
New York
$338K -$720 -16 -0.2%
WCM
159
Wedge Capital Management
North Carolina
$327K +$327K +7,260 New
PP
160
Prudential plc
United Kingdom
$320K -$6.21K -138 -2%
American Century Companies
161
American Century Companies
Missouri
$295K +$295K +6,550 New
SIM
162
Spark Investment Management
New York
$292K -$1.62M -36,159 -85%
Osaic Holdings
163
Osaic Holdings
Arizona
$288K +$78K +1,737 +37%
CL
164
CSS LLC
Illinois
$270K -$788K -17,500 -74%
QCM
165
Quantinno Capital Management
New York
$258K -$382K -8,491 -60%
Commonwealth Equity Services
166
Commonwealth Equity Services
Massachusetts
$254K +$254K +5,647 New
CIBC Asset Management
167
CIBC Asset Management
Ontario, Canada
$249K +$249K +5,526 New
GT
168
Greenleaf Trust
Michigan
$238K +$238K +5,294 New
HighTower Advisors
169
HighTower Advisors
Illinois
$227K +$227K +5,051 New
Macquarie Group
170
Macquarie Group
Australia
$217K -$26.2K -581 -11%
Prudential Financial
171
Prudential Financial
New Jersey
$204K +$204K +4,532 New
TRCT
172
Tower Research Capital (TRC)
New York
$186K -$12.5K -278 -6%
AAMU
173
Amundi Asset Management US
Massachusetts
$157K +$157K +3,486 New
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$133K -$6.68K -148 -5%
WT
175
Whittier Trust
California
$130K – – –
5 6
7
8 9