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Herbalife
HLF

Overview Fund Activity

244 hedge funds and large institutions have $4.6B invested in Herbalife in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
4.3%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
36
Increased
94
Reduced
80
Closed
43
Calls
$37.2M
Puts
$68.9M
Net Calls
-$31.8M
Net Calls Change
+$33.4M

Top Buyers

1
AS
1
Altshuler Shaham
Israel
$78.6M
2
ACM
2
Alua Capital Management
New York
$195M
3
ROIC
3
Route One Investment Company
California
$332M
4
BGI
4
BlueDrive Global Investors
United Kingdom
$45.9M
5
6CM
5
683 Capital Management
New York
$42.7M

Top Sellers

1
IC
1
Icahn Carl
Florida
$356M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$401M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$12.6M
4
MCM
4
Mason Capital Management
New York
$49M
5
DVI
5
Deccan Value Investors
Connecticut
$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSRPS
176
Maryland State Retirement & Pension System
Maryland
$317K +$317K +7,135 New
PRC
177
Pearl River Capital
Michigan
$299K +$299K +6,741 New
Principal Financial Group
178
Principal Financial Group
Iowa
$296K +$27.3K +615 +10%
FRM
179
Fox Run Management
Connecticut
$289K +$74.2K +1,673 +35%
Wellington Management Group
180
Wellington Management Group
Massachusetts
$282K -$28.5K -640 -9%
BC
181
Burney Company
Virginia
$275K – – –
PP
182
Prudential plc
United Kingdom
$273K -$22.2K -501 -8%
JG
183
Jefferies Group
New York
$271K +$4.75K +107 +2%
QCM
184
Quantinno Capital Management
New York
$254K – – –
Commonwealth Equity Services
185
Commonwealth Equity Services
Massachusetts
$248K +$664 +15 +0.3%
SG Americas Securities
186
SG Americas Securities
New York
$241K +$103K +2,331 +75%
FA
187
FDx Advisors
Illinois
$239K +$239K +5,384 New
GT
188
Greenleaf Trust
Michigan
$235K -$2.57K -58 -1%
AG
189
Algert Global
California
$231K +$231K +5,197 New
DT
190
Diversified Trust
Tennessee
$227K +$227K +5,121 New
Axa
191
Axa
France
$226K -$266K -6,000 -54%
HIMCH
192
Hartford Investment Management Co (HIMCO)
Connecticut
$225K +$225K +5,074 New
Wolverine Trading
193
Wolverine Trading
Illinois
$222K -$138K -3,059 -38%
CIBC Asset Management
194
CIBC Asset Management
Ontario, Canada
$222K -$29K -655 -12%
Osaic Holdings
195
Osaic Holdings
Arizona
$209K +$7.42K +166 +4%
Lazard Asset Management
196
Lazard Asset Management
New York
$206K -$669K -15,119 -76%
Macquarie Group
197
Macquarie Group
Australia
$169K -$44.2K -999 -21%
NICM
198
Neo Ivy Capital Management
New York
$147K -$98K -2,213 -40%
OSAM
199
O'Shaughnessy Asset Management
Connecticut
$143K -$194K -4,365 -58%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$133K +$2.96K +67 +2%
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8
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