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Herbalife
HLF

Overview Fund Activity

197 hedge funds and large institutions have $676M invested in Herbalife in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 34 closing their positions.

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% 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
0.05%
New
44
Increased
79
Reduced
46
Closed
34
Calls
$23M
Puts
$65.1M
Net Calls
-$42.1M
Net Calls Change
+$24.4M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$20M
2
BG
2
Baupost Group
Massachusetts
$50.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$17.2M

Top Sellers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$0
2
ROIC
2
Route One Investment Company
California
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$3.25M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$43.8K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
RS
151
R Squared
Hong Kong
$63K 9,410 +9,410 New
Royal Bank of Canada
152
Royal Bank of Canada
Ontario, Canada
$45K 6,670 -4,529 -40%
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$43.8K 6,549 -3,352,344 -100%
Amundi
154
Amundi
France
$40.1K 6,046 – –
Nomura Asset Management
155
Nomura Asset Management
Japan
$34.8K 5,200 – –
Fidelity Investments
156
Fidelity Investments
Massachusetts
$31.1K 4,643 +3,257 +235%
QCG
157
Quadrant Capital Group
Ohio
$28.7K 4,293 +3,714 +641%
AB
158
Amalgamated Bank
New York
$22K 3,352 – –
Walleye Capital
159
Walleye Capital
New York
$20.7K 3,099 +909 +42%
BAM
160
Byrne Asset Management
New Jersey
$18.1K 2,700 +2,700 New
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$18K 2,659 +1,660 +166%
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$8.4K 1,255 +820 +189%
SCM
163
Sterling Capital Management
North Carolina
$7.59K 1,134 +959 +548%
NA
164
NewEdge Advisors
Louisiana
$7.55K 1,128 – –
MAS
165
MPWM Advisory Solutions
Georgia
$7.36K 1,100 +1,100 New
Nisa Investment Advisors
166
Nisa Investment Advisors
Missouri
$5.68K 849 -285 -25%
Barrow, Hanley, Mewhinney & Strauss
167
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.61K 838 – –
UB
168
UMB Bank
Missouri
$5.04K 753 +753 New
W
169
WealthCollab
Washington
$4.38K 655 +562 +604%
VCM
170
Versant Capital Management
Arizona
$3.53K 528 +528 New
SIC
171
Salem Investment Counselors
North Carolina
$2.68K 400 – –
HCP
172
Hexagon Capital Partners
Arkansas
$2.42K 362 +320 +762%
Osaic Holdings
173
Osaic Holdings
Arizona
$1.95K 291 -110 -27%
S
174
SignatureFD
Georgia
$1.86K 278 +278 New
GWP
175
Gen-Wealth Partners
Michigan
$1.78K 266 – –
5 6
7
8 9