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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in Herbalife in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
74
Reduced
73
Closed
23
Calls
$165M
Puts
$150M
Net Calls
+$14.7M
Net Calls Change
+$28.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$12.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
IAM
5
Iridian Asset Management
Connecticut
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.52M
2
CCM
2
Camber Capital Management
Massachusetts
$30.5M
3
ACM
3
Alua Capital Management
New York
$14.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
ROIC
5
Route One Investment Company
California
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$1.34K 88 -226 -72%
JWA
177
JFS Wealth Advisors
Pennsylvania
$1.13K 74 +60 +429%
PA
178
Parallel Advisors
California
$1.13K 74 -77 -51%
BIA
179
Bell Investment Advisors
California
$1.04K 68 – –
BTI
180
Blue Trust Inc
Georgia
$1K 38 -142 -79%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$1K 33 -74 -69%
NA
182
NewEdge Advisors
Louisiana
$977 64 +64 New
EC
183
Elequin Capital
New York
$595 39 -15 -28%
QCG
184
Quadrant Capital Group
Ohio
$565 37 -32 -46%
PWMG
185
Private Wealth Management Group
New Jersey
$443 29 +29 New
AF
186
Advisornet Financial
Minnesota
$382 25 +2 +9%
SIC
187
SJS Investment Consulting
Ohio
$290 19 +1 +6%
RIL
188
Rothschild Investment LLC
Illinois
$275 18 +18 New
AF
189
Allworth Financial
California
$275 18 +18 New
GWS
190
Glassman Wealth Services
Virginia
$259 17 -37 -69%
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$229 15 +15 New
FDCDDQ
192
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183 12 – –
ASN
193
Advisory Services Network
Georgia
$61 4 +4 New
HNB
194
Huntington National Bank
Ohio
$15 1 – –
Boston Partners
195
Boston Partners
Massachusetts
– – -621,984 Closed
FFL
196
Flat Footed LLC
Wyoming
– – -357,107 Closed
PSC
197
Portman Square Capital
United Kingdom
– – -250,376 Closed
CSS
198
Cubist Systematic Strategies
Connecticut
– – -182,908 Closed
NIG
199
NFJ Investment Group
Texas
– – -171,002 Closed
TI
200
Trexquant Investment
Connecticut
– – -99,670 Closed
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