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Herbalife
HLF

Overview Fund Activity

210 hedge funds and large institutions have $1.72B invested in Herbalife in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
-6
Holders Change %
-2.78%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
75
Reduced
69
Closed
33
Calls
$37.2M
Puts
$113M
Net Calls
-$76.2M
Net Calls Change
-$11M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$26M
3
Morgan Stanley
3
Morgan Stanley
New York
$106M
4
F1I
4
Fund 1 Investments
Puerto Rico
$15.4M
5
CCM
5
Camber Capital Management
Massachusetts
$13.3M

Top Sellers

1
ACM
1
Alua Capital Management
New York
$42.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.5M
4
BlackRock
4
BlackRock
New York
$108M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$198M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
Cutler Group
California
$11K -$76.1K -5,025 -87%
GCM
177
Gables Capital Management
Florida
$8.08K +$32 +2 +0.4%
US Bancorp
178
US Bancorp
Minnesota
$7.57K – – –
QC
179
Quent Capital
New York
$7.55K +$386 +24 +5%
PA
180
Parallel Advisors
California
$7.17K – – –
SIC
181
Salem Investment Counselors
North Carolina
$6.44K – – –
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$6K -$31K -1,810 -84%
CCA
183
Column Capital Advisors
Indiana
$5.96K – – –
WT
184
Whittier Trust
California
$4.83K – – –
WP
185
WealthPLAN Partners
Nebraska
$3.22K +$3.22K +200 New
KC
186
Kenfarb & Co
Kentucky
$3.22K – – –
GWS
187
Glassman Wealth Services
Virginia
$3.03K +$3.03K +188 New
BTI
188
Blue Trust Inc
Georgia
$3K – – –
ST
189
Smithfield Trust
Pennsylvania
$3K – – –
BIA
190
Bell Investment Advisors
California
$2.34K +$548 +34 +31%
AF
191
Allworth Financial
California
$1.71K +$709 +44 +71%
EARNEST Partners
192
EARNEST Partners
Georgia
$1.22K – – –
DA
193
Denali Advisors
California
$1.21K -$838 -52 -41%
JWA
194
JFS Wealth Advisors
Pennsylvania
$1.08K +$628 +39 +139%
CAL
195
Capital Advisors Ltd
Ohio
$1K – – –
RI
196
Ridgewood Investments
New Jersey
$936 +$936 +58 New
BAM
197
Belpointe Asset Management
Nevada
$741 +$741 +46 New
NA
198
NewEdge Advisors
Louisiana
$660 – – –
Creative Planning
199
Creative Planning
Kansas
$628 +$628 +39 New
LC
200
Lindbrook Capital
California
$596 -$918 -57 -61%
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8
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