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Herbalife
HLF

Overview Fund Activity

244 hedge funds and large institutions have $4.16B invested in Herbalife in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 34 closing their positions.

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
52
Increased
76
Reduced
89
Closed
34
Calls
$72.8M
Puts
$92.9M
Net Calls
-$20.1M
Net Calls Change
-$3.86M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$109M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$52.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
6CM
4
683 Capital Management
New York
$104M
5
BCM
5
Bronte Capital Management
Australia
$113M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
SP
2
Solel Partners
Massachusetts
$0
3
GEH
3
General Equity Holdings
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$344M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
SGI
151
Summit Global Investments
Utah
$467K 11,400 -6,100 -35%
MAM
152
Martingale Asset Management
Massachusetts
$463K 11,310 -25,669 -69%
BCM
153
Bayesian Capital Management
New York
$438K 10,700 +10,700 New
EF
154
Empirical Finance
Pennsylvania
$437K 10,683 -8,935 -46%
LSV Asset Management
155
LSV Asset Management
Illinois
$426K 10,400 +10,400 New
TRCT
156
Tower Research Capital (TRC)
New York
$396K 9,671 +6,261 +184%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$396K 9,658 +6,702 +227%
New York State Teachers Retirement System (NYSTRS)
158
New York State Teachers Retirement System (NYSTRS)
New York
$372K 9,100 +200 +2%
NIPH
159
NN Investment Partners Holdings
Netherlands
$370K 9,048 +9,048 New
CB
160
Commerce Bank
Missouri
$361K 8,815 +67 +0.8%
FA
161
FDx Advisors
Illinois
$348K 8,491 +2,567 +43%
EGM
162
Engineers Gate Manager
New York
$345K 8,428 -24,092 -74%
Principal Financial Group
163
Principal Financial Group
Iowa
$320K 7,812 -927 -11%
Neuberger Berman Group
164
Neuberger Berman Group
New York
$313K 7,707 +7,707 New
Verition Fund Management
165
Verition Fund Management
Connecticut
$309K 7,550 -5,812 -43%
OTL
166
Oak Thistle LLC
New York
$303K 7,384 +7,384 New
KBC Group
167
KBC Group
Belgium
$296K 7,238 +3,173 +78%
HIMCH
168
Hartford Investment Management Co (HIMCO)
Connecticut
$284K 6,948 – –
AIM
169
Aigen Investment Management
New York
$283K 7,478 +7,478 New
AG
170
Algert Global
California
$281K 6,860 -32,791 -83%
LMAM
171
Legg Mason Asset Management
Japan
$280K 6,850 -343 -5%
CCIA
172
Campbell & Co Investment Adviser
Maryland
$262K 6,400 +6,400 New
PFMU
173
Privium Fund Management (UK)
United Kingdom
$262K 6,400 +6,400 New
XT
174
XTX Topco
Cayman Islands
$261K 6,383 +6,383 New
Lazard Asset Management
175
Lazard Asset Management
New York
$255K 6,247 +5,334 +584%
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