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Herbalife
HLF

Overview Fund Activity

190 hedge funds and large institutions have $1.44B invested in Herbalife in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-20
Holders Change %
-9.52%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
69
Reduced
70
Closed
39
Calls
$40.9M
Puts
$69.7M
Net Calls
-$28.8M
Net Calls Change
+$47.4M

Top Buyers

1
CCM
Camber Capital Management
Massachusetts
$36.4M
2
Millennium Management
Millennium Management
New York
$30M
3
State Street
State Street
Massachusetts
$64.6M
4
Deutsche Bank
Deutsche Bank
Germany
$26.4M
5
UBS Group
UBS Group
Switzerland
$49.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$139M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$84.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
176
EARNEST Partners
Georgia
$1.01K – – –
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$1K -$8.99K -692 -90%
PA
178
Parallel Advisors
California
$993 -$4.9K -370 -83%
DA
179
Denali Advisors
California
$993 – – –
QCG
180
Quadrant Capital Group
Ohio
$914 -$12.7K -955 -93%
RI
181
Ridgewood Investments
New Jersey
$769 – – –
JWA
182
JFS Wealth Advisors
Pennsylvania
$702 -$185 -14 -21%
VWM
183
Venturi Wealth Management
Texas
$610 +$610 +46 New
BIA
184
Bell Investment Advisors
California
$504 -$1.42K -107 -74%
AF
185
Advisornet Financial
Minnesota
$305 -$13 -1 -4%
DI
186
Disciplined Investments
Oklahoma
$212 -$13 -1 -6%
SIC
187
SJS Investment Consulting
Ohio
$199 -$53 -4 -21%
FDCDDQ
188
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159 – – –
Federated Hermes
189
Federated Hermes
Pennsylvania
$66 -$378K -28,639 -100%
HNB
190
Huntington National Bank
Ohio
$13 – – –
CSS
191
Cubist Systematic Strategies
Connecticut
– -$3.99M -247,568 Closed
TC
192
TwinBeech Capital
New York
– -$2.16M -133,930 Closed
State of New Jersey Common Pension Fund D
193
State of New Jersey Common Pension Fund D
New Jersey
– -$1.95M -120,911 Closed
Qube Research & Technologies (QRT)
194
Qube Research & Technologies (QRT)
United Kingdom
– -$1.81M -112,168 Closed
Canada Pension Plan Investment Board
195
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.13M -70,000 Closed
WBC
196
Westpac Banking Corp
Australia
– -$904K -56,150 Closed
Wellington Management Group
197
Wellington Management Group
Massachusetts
– -$757K -46,990 Closed
PI
198
PEAK6 Investments
Illinois
– -$515K -31,997 Closed
BHCM
199
Boulder Hill Capital Management
New York
– -$510K -31,655 Closed
CM
200
Capula Management
Cayman Islands
– -$491K -30,500 Closed
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