HLF icon

Herbalife
HLF

Overview Fund Activity

185 hedge funds and large institutions have $1.08B invested in Herbalife in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
65
Reduced
66
Closed
40
Calls
$87.8M
Puts
$72.2M
Net Calls
+$15.6M
Net Calls Change
+$937K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$41.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$53M
4
State Street
4
State Street
Massachusetts
$59.7M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
ROIC
2
Route One Investment Company
California
$86.7M
3
ACM
3
Alua Capital Management
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.95M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
176
Rothschild Investment LLC
Illinois
$332 +$151 +15 +83%
EBA
177
Eagle Bay Advisors
New York
$221 -$3.77K -375 -94%
AWM
178
Avior Wealth Management
Nebraska
$201 +$201 +20 New
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$121 – – –
DPW
180
DiNuzzo Private Wealth
Pennsylvania
$111 -$40 -4 -27%
JWA
181
JFS Wealth Advisors
Pennsylvania
$101 -$646 -64 -86%
SIC
182
SJS Investment Consulting
Ohio
$31 -$165 -16 -84%
HNB
183
Huntington National Bank
Ohio
$10 – – –
ACM
184
Alua Capital Management
New York
– -$14.1M -926,244 Closed
Parallax Volatility Advisers
185
Parallax Volatility Advisers
California
– -$6.1M -399,992 Closed
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
– -$5.48M -359,356 Closed
Federated Hermes
187
Federated Hermes
Pennsylvania
– -$5.19M -340,202 Closed
Two Sigma Investments
188
Two Sigma Investments
New York
– -$4.13M -270,345 Closed
Group One Trading
189
Group One Trading
Illinois
– -$3.05M -199,892 Closed
Walleye Trading
190
Walleye Trading
New York
– -$2.94M -192,945 Closed
GCP
191
GSA Capital Partners
United Kingdom
– -$2.71M -177,281 Closed
Holocene Advisors
192
Holocene Advisors
New York
– -$2.66M -174,347 Closed
Norges Bank
193
Norges Bank
Norway
– -$2.22M -145,782 Closed
BFM
194
Boothbay Fund Management
New York
– -$2.07M -135,532 Closed
Simplex Trading
195
Simplex Trading
Illinois
– -$1.92M -125,734 Closed
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
– -$1.67M -109,375 Closed
Squarepoint
197
Squarepoint
New York
– -$1.58M -103,335 Closed
DC
198
Diametric Capital
Massachusetts
– -$926K -60,693 Closed
PFG
199
PAX Financial Group
Texas
– -$632K -51,162 Closed
BCM
200
Bayesian Capital Management
New York
– -$771K -50,500 Closed
5 6 7
8
9