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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.47B invested in Herbalife in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
76
Reduced
67
Closed
19
Calls
$114M
Puts
$128M
Net Calls
-$13.9M
Net Calls Change
+$14.9M

Top Buyers

1
LFCM
1
Long Focus Capital Management
Puerto Rico
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.39M
4
FFL
4
Flat Footed LLC
Wyoming
$5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.86M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$738K
2
ACM
2
Alua Capital Management
New York
$21.6M
3
Boston Partners
3
Boston Partners
Massachusetts
$8.7M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$416K
5
IAM
5
Iridian Asset Management
Connecticut
$13.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
176
Whittier Trust
California
$4.2K – – –
Osaic Holdings
177
Osaic Holdings
Arizona
$3.02K -$6.11K -437 -67%
KC
178
Kenfarb & Co
Kentucky
$2.8K – – –
Northwestern Mutual Wealth Management
179
Northwestern Mutual Wealth Management
Wisconsin
$2.78K -$588 -42 -17%
PA
180
Parallel Advisors
California
$2.11K +$1.06K +76 +101%
BTI
181
Blue Trust Inc
Georgia
$2K – – –
LC
182
Lindbrook Capital
California
$1.96K +$378 +27 +24%
DA
183
Denali Advisors
California
$1.48K +$434 +31 +41%
FFA
184
Farther Finance Advisors
California
$1.12K – – –
EARNEST Partners
185
EARNEST Partners
Georgia
$1.06K – – –
Carson Wealth (CWM LLC)
186
Carson Wealth (CWM LLC)
Nebraska
$1K +$280 +30 +39%
QCG
187
Quadrant Capital Group
Ohio
$966 – – –
BIA
188
Bell Investment Advisors
California
$952 +$420 +30 +79%
EC
189
Elequin Capital
New York
$755 -$15.9K -1,139 -95%
GWS
190
Glassman Wealth Services
Virginia
$755 -$308 -22 -29%
AF
191
Advisornet Financial
Minnesota
$322 – – –
SIC
192
SJS Investment Consulting
Ohio
$252 +$42 +3 +20%
JWA
193
JFS Wealth Advisors
Pennsylvania
$196 -$546 -39 -74%
FDCDDQ
194
Federation des caisses Desjardins du Quebec
Quebec, Canada
$168 – – –
HNB
195
Huntington National Bank
Ohio
$14 – – –
Squarepoint
196
Squarepoint
New York
– -$5.6M -422,586 Closed
California Public Employees Retirement System
197
California Public Employees Retirement System
California
– -$2.8M -211,251 Closed
SCP
198
Seizert Capital Partners
Michigan
– -$1.98M -149,407 Closed
Marshall Wace
199
Marshall Wace
United Kingdom
– -$955K -72,156 Closed
MC
200
Maverick Capital
Texas
– -$522K -39,411 Closed
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