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Herbalife
HLF

Overview Fund Activity

230 hedge funds and large institutions have $4.33B invested in Herbalife in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 43 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
4.04%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
30
Increased
81
Reduced
84
Closed
43
Calls
$71.2M
Puts
$87.5M
Net Calls
-$16.3M
Net Calls Change
-$19.7M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$94.3M
2
MVP
2
Miller Value Partners
Florida
$70.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.5M
4
CIP
4
CAS Investment Partners
Connecticut
$127M
5
ROIC
5
Route One Investment Company
California
$373M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$542M
2
MCM
2
Mason Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$177M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$258M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GT
176
Greenleaf Trust
Michigan
$223K 5,263 -37 -0.7%
Walleye Trading
177
Walleye Trading
New York
$215K 5,082 -45,618 -90%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$214K 5,067 -544 -10%
CIBC Asset Management
179
CIBC Asset Management
Ontario, Canada
$211K 4,987 -29 -0.6%
Bank Julius Baer & Co
180
Bank Julius Baer & Co
Switzerland
$210K 4,964 +4,964 New
BCM
181
Bluefin Capital Management
New York
$205K 4,840 +4,840 New
KBC Group
182
KBC Group
Belgium
$172K 4,065 -4,065 -50%
TRCT
183
Tower Research Capital (TRC)
New York
$144K 3,410 +2,094 +159%
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$127K 2,987 +75 +3%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$126K 2,956 +37 +1%
MLICM
186
Metropolitan Life Insurance Company (MetLife)
New York
$123K 2,903 -177 -6%
Osaic Holdings
187
Osaic Holdings
Arizona
$117K 2,767 -369 -12%
UBS Group
188
UBS Group
Switzerland
$112K 2,648 -20,104 -88%
WT
189
Whittier Trust
California
$97K 2,300 – –
ICM
190
Islay Capital Management
Texas
$97K 2,293 +2,293 New
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$88K 2,077 -780 -27%
PIM
192
Platinum Investment Management
Australia
$87K 2,048 +69 +3%
US Bancorp
193
US Bancorp
Minnesota
$76K 1,783 -271 -13%
AIG
194
American International Group
New York
$56K 1,316 -178 -12%
EBA
195
Eagle Bay Advisors
New York
$51K 1,218 +194 +19%
AP
196
Arlington Partners
Alabama
$41K 978 +978 New
Lazard Asset Management
197
Lazard Asset Management
New York
$38K 913 – –
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$34.6K 816 +816 New
BCA
199
Berman Capital Advisors
Georgia
$20K 494 +100 +25%
GKWIM
200
Gerber Kawasaki Wealth & Investment Management
California
$18K 440 +440 New
6 7
8
9 10