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Herbalife
HLF

Overview Fund Activity

190 hedge funds and large institutions have $1.44B invested in Herbalife in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-20
Holders Change %
-9.52%
% of All Funds
3%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
69
Reduced
70
Closed
39
Calls
$40.9M
Puts
$69.7M
Net Calls
-$28.8M
Net Calls Change
+$47.4M

Top Buyers

1
CCM
Camber Capital Management
Massachusetts
$36.4M
2
Millennium Management
Millennium Management
New York
$30M
3
State Street
State Street
Massachusetts
$64.6M
4
Deutsche Bank
Deutsche Bank
Germany
$26.4M
5
UBS Group
UBS Group
Switzerland
$49.9M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$139M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.5M
3
Renaissance Technologies
Renaissance Technologies
New York
$84.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$15.5M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$9.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
201
Envestnet Asset Management
Illinois
– -$239K -26,323 Closed
Verition Fund Management
202
Verition Fund Management
Connecticut
– -$422K -26,225 Closed
Group One Trading
203
Group One Trading
Illinois
– -$412K -25,570 Closed
GCP
204
GSA Capital Partners
United Kingdom
– -$361K -22,400 Closed
HF
205
HRT Financial
New York
– -$311K -19,340 Closed
State of Wisconsin Investment Board
206
State of Wisconsin Investment Board
Wisconsin
– -$290K -17,996 Closed
YIH
207
Y-Intercept (HK)
Hong Kong
– -$229K -14,226 Closed
QCM
208
Quantinno Capital Management
New York
– -$220K -13,688 Closed
JAM
209
Jupiter Asset Management
United Kingdom
– -$207K -12,892 Closed
SG Americas Securities
210
SG Americas Securities
New York
– -$199K -12,331 Closed
PMEF
211
Point72 Middle East FZE
United Arab Emirates
– -$170K -10,536 Closed
Neuberger Berman Group
212
Neuberger Berman Group
New York
– -$163K -10,103 Closed
QL
213
Quarry LP
New York
– -$24.9K -1,546 Closed
RTC
214
Riverview Trust Company
Washington
– -$15.8K -984 Closed
TWA
215
TCI Wealth Advisors
Arizona
– -$12.8K -796 Closed
Lazard Asset Management
216
Lazard Asset Management
New York
– -$12K -776 Closed
CG
217
Cutler Group
California
– -$11K -726 Closed
GCM
218
Gables Capital Management
Florida
– -$8.08K -502 Closed
ST
219
Smithfield Trust
Pennsylvania
– -$3K -210 Closed
WP
220
WealthPLAN Partners
Nebraska
– -$3.22K -200 Closed
CAL
221
Capital Advisors Ltd
Ohio
– -$1K -73 Closed
BAM
222
Belpointe Asset Management
Nevada
– -$741 -46 Closed
NA
223
NewEdge Advisors
Louisiana
– -$660 -41 Closed
Creative Planning
224
Creative Planning
Kansas
– -$628 -39 Closed
BWM
225
BerganKDV Wealth Management
Minnesota
– -$516 -32 Closed
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