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Herbalife
HLF

Overview Fund Activity

200 hedge funds and large institutions have $1.94B invested in Herbalife in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
67
Reduced
73
Closed
29
Calls
$46.1M
Puts
$44.9M
Net Calls
+$1.12M
Net Calls Change
-$4.36M

Top Buyers

1
BlackRock
BlackRock
New York
$171M
2
UBS Group
UBS Group
Switzerland
$42.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$260M
4
SW
SteelPeak Wealth
California
$9.95M
5
Millennium Management
Millennium Management
New York
$13.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$63.3M
2
Renaissance Technologies
Renaissance Technologies
New York
$141M
3
First Trust Advisors
First Trust Advisors
Illinois
$5.19M
4
FFL
Flat Footed LLC
Wyoming
$0
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$32.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NICM
176
Neo Ivy Capital Management
New York
$2K -$140K -5,659 -99%
BIA
177
Bell Investment Advisors
California
$2K -$1.77K -98 -47%
PTC
178
Private Trust Company
Ohio
$2K – – –
BTI
179
Blue Trust Inc
Georgia
$2K – – –
EARNEST Partners
180
EARNEST Partners
Georgia
$2K – – –
JWA
181
JFS Wealth Advisors
Pennsylvania
$2K +$1.77K +76 +760%
PA
182
Parallel Advisors
California
$1K -$4.68K -187 -82%
BWM
183
BerganKDV Wealth Management
Minnesota
$1K -$404 -21 -29%
EC
184
Elequin Capital
New York
$1K -$467 -21 -32%
Loomis, Sayles & Company
185
Loomis, Sayles & Company
Massachusetts
$1K – – –
CA
186
Crewe Advisors
Utah
$1K – – –
SC
187
Schubert & Co
Texas
$1K +$323 +10 +48%
DA
188
Denali Advisors
California
$1K +$1K +52 New
AIP
189
Almanack Investment Partners
Pennsylvania
$1K +$1K +60 New
EI
190
Ellevest Inc
New York
$1K +$1K +67 New
MPWT
191
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +70 New
CM
192
Cornerstone Management
Georgia
$597 – – –
ACM
193
Absolute Capital Management
Pennsylvania
$269 +$269 +13 New
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239 – – –
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$210 -$18.2K -655,904 -99%
FFL
196
Flat Footed LLC
Wyoming
– -$9.15M -447,409 Closed
Hudson Bay Capital Management
197
Hudson Bay Capital Management
Connecticut
– -$4.6M -225,000 Closed
LCM
198
Landscape Capital Management
New Jersey
– -$4.3M -210,257 Closed
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
– -$3.93M -192,249 Closed
Bank of Nova Scotia
200
Bank of Nova Scotia
Ontario, Canada
– -$2.47M -120,900 Closed
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