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

Top Sellers

1
DVI
1
Deccan Value Investors
Connecticut
$329M
2
CCM
2
Candlestick Capital Management
Connecticut
$3.15M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$2.72M
4
Deutsche Bank
4
Deutsche Bank
Germany
$48.3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
176
Metropolitan Life Insurance Company (MetLife)
New York
$129K -$10.4K -232 -7%
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$106K -$247K -5,447 -70%
AIM
178
Achmea Investment Management
Netherlands
$103K – – –
US Bancorp
179
US Bancorp
Minnesota
$101K +$6.51K +144 +7%
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$85K +$28.7K +640 +51%
AIG
181
American International Group
New York
$68K -$8.77K -196 -11%
FC
182
FORA Capital
Florida
$59K -$248K -5,513 -81%
CAPTRUST Financial Advisors
183
CAPTRUST Financial Advisors
North Carolina
$38K +$38K +840 New
PO
184
Private Ocean
California
$24K – – –
CIA
185
CSat Investment Advisory
Michigan
$22K +$2.49K +55 +13%
SIC
186
Salem Investment Counselors
North Carolina
$20K – – –
GT
187
Glenmede Trust
Pennsylvania
$19K -$2.48K -57 -12%
FCB
188
First Command Bank
Texas
$18K – – –
FCFS
189
First Command Financial Services
Texas
$18K – – –
CCA
190
Column Capital Advisors
Indiana
$16K – – –
CAN
191
Cetera Advisor Networks
California
$16K +$16K +349 New
PAG
192
Private Advisor Group
New Jersey
$15K +$15K +344 New
QCG
193
Quadrant Capital Group
Ohio
$14K +$2.73K +61 +24%
ST
194
Smithfield Trust
Pennsylvania
$14K +$14K +310 New
S
195
SignatureFD
Georgia
$13K +$176 +4 +1%
HIM
196
Hillsdale Investment Management
Ontario, Canada
$11K – – –
APA
197
American Portfolios Advisors
New York
$9.31K +$45 +1 +0.5%
PA
198
Parallel Advisors
California
$6K -$3.85K -91 -39%
EFSCE
199
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$4K +$4K +90 New
6 7
8
9 10