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Herbalife
HLF

Overview Fund Activity

211 hedge funds and large institutions have $5.84B invested in Herbalife in 2020 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+16
Holders Change %
+8.21%
% of All Funds
4.34%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
47
Increased
60
Reduced
76
Closed
30
Calls
$56.2M
Puts
$118M
Net Calls
-$61.9M
Net Calls Change
-$52.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$178M
2
ROIC
Route One Investment Company
California
$242M
3
Renaissance Technologies
Renaissance Technologies
New York
$495M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.4M
5
Goldman Sachs
Goldman Sachs
New York
$52.5M

Top Sellers

1
DVI
Deccan Value Investors
Connecticut
$329M
2
CCM
Candlestick Capital Management
Connecticut
$3.15M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$2.72M
4
Deutsche Bank
Deutsche Bank
Germany
$48.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
$420M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
201
Prestige Wealth Management Group
New Jersey
$3K – – –
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
LC
203
Lindbrook Capital
California
$3K – – –
EARNEST Partners
204
EARNEST Partners
Georgia
$3K – – –
BWM
205
BerganKDV Wealth Management
Minnesota
$2K – – –
BCA
206
Berman Capital Advisors
Georgia
$2K – – –
TAIM
207
TD Ameritrade Investment Management
Nebraska
$2K +$263 +5 +15%
IA
208
IFP Advisors
Florida
$1K – – –
WEO
209
William E. Oberndorf
– -$5.71M -195,922 Closed
MSE
210
MUFG Securities EMEA
United Kingdom
– -$4.23M -144,972 Closed
BIM
211
Bogle Investment Management
Massachusetts
– -$2.62M -90,000 Closed
Holocene Advisors
212
Holocene Advisors
New York
– -$2.5M -85,730 Closed
SCM
213
Saba Capital Management
New York
– -$2.06M -70,777 Closed
QIM
214
Quantitative Investment Management
Virginia
– -$1.38M -47,338 Closed
FDCDDQ
215
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$1.38M -46,791 Closed
Franklin Resources
216
Franklin Resources
California
– -$850K -29,150 Closed
Wolverine Trading
217
Wolverine Trading
Illinois
– -$773K -26,754 Closed
Capital Fund Management (CFM)
218
Capital Fund Management (CFM)
France
– -$736K -25,237 Closed
SCP
219
Seizert Capital Partners
Michigan
– -$684K -23,470 Closed
LP
220
LMR Partners
United Kingdom
– -$287K -9,933 Closed
Simplex Trading
221
Simplex Trading
Illinois
– -$249K -8,552 Closed
EMG
222
Ellington Management Group
Connecticut
– -$230K -7,900 Closed
RJA
223
Raymond James & Associates
Florida
– -$216K -7,401 Closed
Stifel Financial
224
Stifel Financial
Missouri
– -$213K -7,315 Closed
CG
225
Cutler Group
California
– -$160K -5,500 Closed
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