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Herbalife
HLF

Overview Fund Activity

216 hedge funds and large institutions have $1.55B invested in Herbalife in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
54
Increased
78
Reduced
61
Closed
35
Calls
$41.1M
Puts
$106M
Net Calls
-$65.3M
Net Calls Change
-$66.4M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$81.3M
2
BG
Baupost Group
Massachusetts
$29.8M
3
Boston Partners
Boston Partners
Massachusetts
$26M
4
UBS Group
UBS Group
Switzerland
$52.5M
5
LSV Asset Management
LSV Asset Management
Illinois
$15.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$22.8M
2
BlackRock
BlackRock
New York
$108M
3
WPL
WINDACRE PARTNERSHIP LLC
Texas
$138M
4
Renaissance Technologies
Renaissance Technologies
New York
$96.9M
5
MRCP
Maple Rock Capital Partners
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
201
Lindbrook Capital
California
$1.4K -$2.96K -199 -68%
EARNEST Partners
202
EARNEST Partners
Georgia
$1.13K – – –
CAL
203
Capital Advisors Ltd
Ohio
$1K -$836 -61 -46%
Simplex Trading
204
Simplex Trading
Illinois
$1K +$1K +100 New
AF
205
Allworth Financial
California
$923 +$685 +46 +288%
BWM
206
BerganKDV Wealth Management
Minnesota
$476 -$298 -20 -38%
CM
207
Cornerstone Management
Georgia
$447 – – –
JWA
208
JFS Wealth Advisors
Pennsylvania
$417 -$864 -58 -67%
SIC
209
SJS Investment Consulting
Ohio
$179 -$179 -12 -50%
FDCDDQ
210
Federation des caisses Desjardins du Quebec
Quebec, Canada
$179 – – –
SC
211
Schubert & Co
Texas
$134 -$328 -22 -71%
AF
212
Advisornet Financial
Minnesota
$134 +$134 +9 New
ASN
213
Advisory Services Network
Georgia
$60 +$60 +4 New
HNB
214
Huntington National Bank
Ohio
$15 – – –
NA
215
NewEdge Advisors
Louisiana
$1 +$1 +41 New
MRCP
216
Maple Rock Capital Partners
Ontario, Canada
– -$7.87M -395,644 Closed
TSW
217
Thompson Siegel & Walmsley
Virginia
– -$7.03M -353,285 Closed
GIA
218
Gateway Investment Advisers
Ohio
– -$2.55M -128,251 Closed
AG
219
Algert Global
California
– -$2.07M -104,221 Closed
ACM
220
AlphaCrest Capital Management
New York
– -$1.69M -85,084 Closed
Nomura Holdings
221
Nomura Holdings
Japan
– -$1.64M -82,600 Closed
TI
222
Trexquant Investment
Connecticut
– -$1.35M -67,739 Closed
Group One Trading
223
Group One Trading
Illinois
– -$1.16M -58,106 Closed
BHCM
224
Boulder Hill Capital Management
New York
– -$991K -49,800 Closed
SGA
225
Strategic Global Advisors
California
– -$894K -44,925 Closed
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