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Herbalife
HLF

Overview Fund Activity

200 hedge funds and large institutions have $1.94B invested in Herbalife in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
67
Reduced
73
Closed
29
Calls
$46.1M
Puts
$44.9M
Net Calls
+$1.12M
Net Calls Change
-$4.36M

Top Buyers

1
BlackRock
BlackRock
New York
$171M
2
UBS Group
UBS Group
Switzerland
$42.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$260M
4
SW
SteelPeak Wealth
California
$9.95M
5
Millennium Management
Millennium Management
New York
$13.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$63.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$141M
3
First Trust Advisors
First Trust Advisors
Illinois
$5.19M
4
FFL
Flat Footed LLC
Wyoming
$0
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
151
Whittier Trust
California
$46K – – –
CG
152
Cutler Group
California
$37K +$37K +1,868 New
EBA
153
Eagle Bay Advisors
New York
$35K +$16.3K +840 +88%
WFA
154
Wipfli Financial Advisors
Wisconsin
$31K +$31K +1,536 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
Lazard Asset Management
156
Lazard Asset Management
New York
$23K +$1.22K +62 +6%
US Bancorp
157
US Bancorp
Minnesota
$21K -$4.3K -217 -17%
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$17K +$14.7K +752 +632%
ACM
159
Aquatic Capital Management
Illinois
$16K -$206K -10,300 -93%
S
160
Surevest
California
$16K – – –
Federated Hermes
161
Federated Hermes
Pennsylvania
$16K +$10.2K +515 +176%
Nomura Asset Management
162
Nomura Asset Management
Japan
$15.1K – – –
QCG
163
Quadrant Capital Group
Ohio
$12K -$1.05K -52 -8%
Osaic Holdings
164
Osaic Holdings
Arizona
$9K -$10.9K -540 -55%
C
165
Covestor
United Kingdom
$9K +$8.98K +449 +44,900%
QC
166
Quent Capital
New York
$8K -$1.05K -53 -12%
SIC
167
Salem Investment Counselors
North Carolina
$8K – – –
CCA
168
Column Capital Advisors
Indiana
$7K – – –
IA
169
IFP Advisors
Florida
$7K +$1.27K +19 +22%
S
170
SignatureFD
Georgia
$6K -$9.4K -506 -61%
ST
171
Smithfield Trust
Pennsylvania
$6K – – –
TWA
172
TCI Wealth Advisors
Arizona
$6K +$2.26K +115 +60%
LC
173
Lindbrook Capital
California
$6K +$4.98K +243 +486%
KC
174
Kenfarb & Co
Kentucky
$4K +$4K +200 New
CAL
175
Capital Advisors Ltd
Ohio
$3K +$3K +134 New
5 6
7
8 9