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Herbalife

244 hedge funds and large institutions have $4.6B invested in Herbalife in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
244
Holders Change
-9
Holders Change %
-3.56%
% of All Funds
4.3%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.21%
New
36
Increased
94
Reduced
80
Closed
43
Calls
$37.2M
Puts
$68.9M
Net Calls
-$31.8M
Net Calls Change
+$33.4M
Name Holding Trade Value Shares
Change
Shares
Change %
ICM
201
Islay Capital Management
Texas
$110K +$110K +2,480 New
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$109K +$976 +22 +0.9%
CG
203
Cutler Group
California
$103K +$103K +2,340 New
WT
204
Whittier Trust
California
$102K
Bank of Montreal
205
Bank of Montreal
Ontario, Canada
$97K -$24.7K -551 -20%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$96K +$58.6K +1,319 +157%
FQ
207
First Quadrant
California
$91K +$91K +2,043 New
US Bancorp
208
US Bancorp
Minnesota
$89K -$2.17K -49 -2%
GCM
209
Gables Capital Management
Florida
$89K +$89K +2,000 New
ADIM
210
Alpha DNA Investment Management
Maryland
$50K +$3.83K +88 +8%
SOADOR
211
State of Alaska Department of Revenue
Alaska
$46K -$121K -2,762 -72%
PO
212
Private Ocean
California
$24K
ZB
213
Zions Bancorporation
Utah
$19K +$19K +437 New
SIC
214
Salem Investment Counselors
North Carolina
$18K -$2.25K -50 -11%
FCFS
215
First Command Financial Services
Texas
$18K
FCB
216
First Command Bank
Texas
$18K
CCA
217
Column Capital Advisors
Indiana
$16K
QCG
218
Quadrant Capital Group
Ohio
$14K
ST
219
Smithfield Trust
Pennsylvania
$14K
S
220
SignatureFD
Georgia
$13K -$969 -22 -7%
APA
221
American Portfolios Advisors
New York
$11K +$577 +13 +6%
HIM
222
Hillsdale Investment Management
Ontario, Canada
$8K
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$6.41K +$3.09K +69,692 +93%
PA
224
Parallel Advisors
California
$6K
EFSCE
225
Enterprise Financial Services Corp (EFSC)
Missouri
$4K