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Herbalife

247 hedge funds and large institutions have $5.54B invested in Herbalife in 2021 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
247
Holders Change
+3
Holders Change %
+1.23%
% of All Funds
4.31%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.23%
New
50
Increased
94
Reduced
71
Closed
46
Calls
$79.1M
Puts
$75.7M
Net Calls
+$3.42M
Net Calls Change
+$35.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$151K -$19.4K -367 -11%
Canada Pension Plan Investment Board
202
Canada Pension Plan Investment Board
Ontario, Canada
$127K -$1.87M -35,297 -94%
WT
203
Whittier Trust
California
$121K
US Bancorp
204
US Bancorp
Minnesota
$109K +$2.18K +41 +2%
PIM
205
Platinum Investment Management
Australia
$104K +$104K +1,979 New
TRCT
206
Tower Research Capital (TRC)
New York
$69K -$1.32M -25,242 -95%
NICM
207
Neo Ivy Capital Management
New York
$66K -$110K -2,073 -62%
PI
208
PEAK6 Investments
Illinois
$59K +$59K +1,114 New
EBA
209
Eagle Bay Advisors
New York
$56K +$56K +1,024 New
Lazard Asset Management
210
Lazard Asset Management
New York
$48K -$197K -3,741 -80%
PO
211
Private Ocean
California
$28K
SIC
212
Salem Investment Counselors
North Carolina
$21K
CCA
213
Column Capital Advisors
Indiana
$20K
S
214
SignatureFD
Georgia
$20K +$4.43K +84 +28%
BCA
215
Berman Capital Advisors
Georgia
$20K +$17.5K +345 +704%
IA
216
IFP Advisors
Florida
$19K +$18.8K +369 +12,300%
QCG
217
Quadrant Capital Group
Ohio
$17K +$672 +13 +4%
APA
218
American Portfolios Advisors
New York
$16.3K +$3.32K +63 +26%
ST
219
Smithfield Trust
Pennsylvania
$16K
PCM
220
Penserra Capital Management
California
$16K +$16K +308 New
ZB
221
Zions Bancorporation
Utah
$15K -$8.58K -159 -36%
CMF
222
Counterpoint Mutual Funds
California
$13K +$13K +246 New
Loomis, Sayles & Company
223
Loomis, Sayles & Company
Massachusetts
$11K +$11K +205 New
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$10.6K +$3K +56,905 +39%
HIM
225
Hillsdale Investment Management
Ontario, Canada
$10K