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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.47B invested in Herbalife in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
+6
Holders Change %
+3.16%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
25
Increased
76
Reduced
67
Closed
19
Calls
$114M
Puts
$128M
Net Calls
-$13.9M
Net Calls Change
+$14.9M

Top Buyers

1
LFCM
1
Long Focus Capital Management
Puerto Rico
$13.3M
2
Morgan Stanley
2
Morgan Stanley
New York
$97.4M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.39M
4
FFL
4
Flat Footed LLC
Wyoming
$5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$4.86M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$738K
2
ACM
2
Alua Capital Management
New York
$21.6M
3
Boston Partners
3
Boston Partners
Massachusetts
$8.7M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$416K
5
IAM
5
Iridian Asset Management
Connecticut
$13.8M
Name Market Value Shares Shares
Change 		Shares
Change %
OQS
201
Occudo Quantitative Strategies
Florida
– – -30,308 Closed
BAM
202
Blueshift Asset Management
New Jersey
– – -30,086 Closed
LCM
203
Landscape Capital Management
New Jersey
– – -29,106 Closed
GCM
204
Gladius Capital Management
Illinois
– – -16,973 Closed
CC
205
Centiva Capital
New York
– – -15,432 Closed
LTAS
206
Linden Thomas Advisory Services
North Carolina
– – -11,199 Closed
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
– – -10,988 Closed
New York State Teachers Retirement System (NYSTRS)
208
New York State Teachers Retirement System (NYSTRS)
New York
– – -7,700 Closed
SOW
209
State of Wyoming
Wyoming
– – -6,498 Closed
PFBT
210
Parkside Financial Bank & Trust
Missouri
– – -2,097 Closed
C
211
Covestor
United Kingdom
$0 7 -397 -98%
AF
212
Allworth Financial
California
– – -105 Closed
RI
213
Ridgewood Investments
New Jersey
– – -58 Closed
VWM
214
Venturi Wealth Management
Texas
– – -46 Closed
DI
215
Disciplined Investments
Oklahoma
– – -16 Closed
TSS
216
Two Sigma Securities
New York
– – – –
AMC
217
Atlas Merchant Capital
New York
– – – –
CFGS
218
Concourse Financial Group Securities
Alabama
– – – –
Capital Fund Management (CFM)
219
Capital Fund Management (CFM)
France
– – – –
Wolverine Trading
220
Wolverine Trading
Illinois
– – – –
Group One Trading
221
Group One Trading
Illinois
– – – –
NCM
222
Nantahala Capital Management
Connecticut
– – – –
HT
223
HAP Trading
New York
– – – –
SM
224
Skaana Management
New York
– – – –
SFG
225
Steward Financial Group
Texas
$0 62 +62 New
5 6 7 8
9