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Herbalife
HLF

Overview Fund Activity

230 hedge funds and large institutions have $4.33B invested in Herbalife in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 43 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
4.04%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
30
Increased
81
Reduced
84
Closed
43
Calls
$71.2M
Puts
$87.5M
Net Calls
-$16.3M
Net Calls Change
-$19.7M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$94.3M
2
MVP
2
Miller Value Partners
Florida
$70.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.5M
4
CIP
4
CAS Investment Partners
Connecticut
$127M
5
ROIC
5
Route One Investment Company
California
$373M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$542M
2
MCM
2
Mason Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$177M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$258M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
201
Salem Investment Counselors
North Carolina
$17K 400 – –
APA
202
American Portfolios Advisors
New York
$16.4K 388 +78 +25%
CCA
203
Column Capital Advisors
Indiana
$16K 370 – –
S
204
SignatureFD
Georgia
$16K 385 +6 +2%
QCG
205
Quadrant Capital Group
Ohio
$14K 329 – –
PCM
206
Penserra Capital Management
California
$13K 308 – –
ST
207
Smithfield Trust
Pennsylvania
$13K 310 – –
Loomis, Sayles & Company
208
Loomis, Sayles & Company
Massachusetts
$9K 205 – –
ZB
209
Zions Bancorporation
Utah
$8K 193 -85 -31%
Nisa Investment Advisors
210
Nisa Investment Advisors
Missouri
$7.09K 167,226 -34,256 -17%
PA
211
Parallel Advisors
California
$7K 160 -21 -12%
CG
212
Cutler Group
California
$6K 152 -4,745 -97%
BIA
213
Bell Investment Advisors
California
$6K 140 +140 New
Northwestern Mutual Wealth Management
214
Northwestern Mutual Wealth Management
Wisconsin
$4K 94 +94 New
BWM
215
BerganKDV Wealth Management
Minnesota
$3K 73 – –
EARNEST Partners
216
EARNEST Partners
Georgia
$3K 76 – –
PWMG
217
Prestige Wealth Management Group
New Jersey
$3K 72 – –
LC
218
Lindbrook Capital
California
$3K 82 – –
FFA
219
Freedman Financial Associates
Massachusetts
$3K 74 – –
HI
220
Harbour Investments
Wisconsin
$3K 65 +25 +63%
JCM
221
Jacobi Capital Management
Pennsylvania
$3K 63 +63 New
GAM
222
Gemmer Asset Management
California
$3K 75 +75 New
TPCW
223
TD Private Client Wealth
New York
$2.92K 69 +41 +146%
TAIM
224
TD Ameritrade Investment Management
Nebraska
$2K 38 -32 -46%
IA
225
IFP Advisors
Florida
$1K 3 -369 -99%
7 8
9
10 11