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Herbalife
HLF

Overview Fund Activity

197 hedge funds and large institutions have $676M invested in Herbalife in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 34 closing their positions.

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
44
Increased
79
Reduced
46
Closed
34
Calls
$23M
Puts
$65.1M
Net Calls
-$42.1M
Net Calls Change
+$24.4M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$20M
2
BG
2
Baupost Group
Massachusetts
$50.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$17.2M

Top Sellers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$0
2
ROIC
2
Route One Investment Company
California
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$3.25M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$43.8K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
T
176
Transce3nd
Texas
$1.23K 184 +184 New
FHA
177
First Horizon Advisors
Tennessee
$1.2K 179 +110 +159%
Creative Planning
178
Creative Planning
Kansas
$1.07K 160 +160 New
GI
179
GAMMA Investing
California
$1.06K 158 -1,463 -90%
BIA
180
Bell Investment Advisors
California
$890 133 +65 +96%
PNC Financial Services Group
181
PNC Financial Services Group
Pennsylvania
$796 119 -1,459 -92%
CIAM
182
Caitong International Asset Management
Hong Kong
$729 109 +109 New
FFA
183
Farther Finance Advisors
California
$669 100 – –
LC
184
Lindbrook Capital
California
$455 68 +68 New
EWA
185
EverSource Wealth Advisors
Alabama
$395 59 +59 New
RIL
186
Rothschild Investment LLC
Illinois
$355 53 -65 -55%
EBA
187
Eagle Bay Advisors
New York
$187 28 +11 +65%
MCM
188
MAI Capital Management
Ohio
$168 25 +25 New
SS
189
SBI Securities
Japan
$154 23 +23 New
RI
190
Ridgewood Investments
New Jersey
$91 14 – –
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80 12 – –
EC
192
Elequin Capital
New York
$40 6 -818 -99%
IA
193
IFP Advisors
Florida
$13 2 +2 New
QC
194
Quent Capital
New York
$7 1 -183 -99%
HNB
195
Huntington National Bank
Ohio
$7 1 – –
WPL
196
WINDACRE PARTNERSHIP LLC
Texas
– – -7,969,053 Closed
FPA
197
First Pacific Advisors
California
– – -1,827,115 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
198
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -638,300 Closed
BCM
199
Bridgeway Capital Management
Texas
– – -338,800 Closed
Tudor Investment Corp
200
Tudor Investment Corp
Connecticut
– – -277,735 Closed
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