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Herbalife
HLF

Overview Fund Activity

247 hedge funds and large institutions have $5.54B invested in Herbalife in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
50
Increased
94
Reduced
71
Closed
46
Calls
$79.1M
Puts
$75.7M
Net Calls
+$3.42M
Net Calls Change
+$35.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$368M
2
FMI
Fiduciary Management Inc
Wisconsin
$61.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$592M
4
MCM
Mason Capital Management
New York
$110M
5
BlackRock
BlackRock
New York
$268M

Top Sellers

1
IC
Icahn Carl
Florida
$0
2
Goldman Sachs
Goldman Sachs
New York
$30M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$56.4M
4
Millennium Management
Millennium Management
New York
$0
5
Russell Investments Group
Russell Investments Group
United Kingdom
$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
176
Paloma Partners
Connecticut
$316K -$1.02M -19,386 -76%
PAMU
177
Pictet Asset Management (UK)
United Kingdom
$316K -$68.5K -1,300 -18%
TPA
178
Trivium Point Advisory
Connecticut
$312K +$312K +5,924 New
FC
179
FORA Capital
Florida
$303K +$303K +5,737 New
QCM
180
Quantinno Capital Management
New York
$302K – – –
Commonwealth Equity Services
181
Commonwealth Equity Services
Massachusetts
$295K +$421 +8 +0.1%
Franklin Resources
182
Franklin Resources
California
$280K -$1.44M -27,335 -84%
FA
183
FDx Advisors
Illinois
$280K -$4.06K -77 -1%
GT
184
Greenleaf Trust
Michigan
$279K – – –
Axa
185
Axa
France
$269K – – –
CIBC Asset Management
186
CIBC Asset Management
Ontario, Canada
$264K +$263 +5 +0.1%
CG
187
Cutler Group
California
$258K +$135K +2,557 +109%
State of Tennessee, Department of Treasury
188
State of Tennessee, Department of Treasury
Tennessee
$247K +$247K +4,683 New
CM
189
Capula Management
Cayman Islands
$246K +$246K +4,657 New
ETM
190
Euclidean Technologies Management
Washington
$224K +$224K +4,248 New
CB
191
Commerce Bank
Missouri
$222K +$222K +4,204 New
FRM
192
Fox Run Management
Connecticut
$215K -$129K -2,442 -37%
IA
193
Inspire Advisors
Idaho
$211K +$211K +3,998 New
WCM
194
Wedge Capital Management
North Carolina
$204K +$204K +3,862 New
AIL
195
AGF Investments LLC
Ontario, Canada
$172K +$172K +3,267 New
CFA
196
Carroll Financial Associates
North Carolina
$168K +$168K +3,197 New
Osaic Holdings
197
Osaic Holdings
Arizona
$165K -$80.9K -1,537 -33%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$162K +$33.2K +629 +26%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$154K -$4.85K -92 -3%
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$154K +$39.8K +753 +35%
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8
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