HLF icon

Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in Herbalife in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
74
Reduced
73
Closed
23
Calls
$165M
Puts
$150M
Net Calls
+$14.7M
Net Calls Change
+$28.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$12.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
IAM
5
Iridian Asset Management
Connecticut
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.52M
2
CCM
2
Camber Capital Management
Massachusetts
$30.5M
3
ACM
3
Alua Capital Management
New York
$14.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
ROIC
5
Route One Investment Company
California
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
201
PDT Partners
New York
– – -52,774 Closed
PMEF
202
Point72 Middle East FZE
United Arab Emirates
– – -40,400 Closed
JAM
203
Jupiter Asset Management
United Kingdom
– – -32,340 Closed
Acadian Asset Management
204
Acadian Asset Management
Massachusetts
$0 52 -27,549 -100%
CCIA
205
Campbell & Co Investment Adviser
Maryland
– – -27,251 Closed
BHCM
206
Boulder Hill Capital Management
New York
– – -26,600 Closed
Los Angeles Capital Management
207
Los Angeles Capital Management
California
– – -19,754 Closed
CC
208
Corton Capital
Ontario, Canada
– – -17,849 Closed
Axa
209
Axa
France
– – -16,800 Closed
BGI
210
BlueDrive Global Investors
United Kingdom
– – -15,167 Closed
FW
211
FirstPurpose Wealth
Utah
– – -10,406 Closed
FRM
212
Fox Run Management
Connecticut
– – -10,073 Closed
CMF
213
Counterpoint Mutual Funds
California
– – -9,676 Closed
VI
214
Vestcor Inc
New Brunswick, Canada
– – -7,377 Closed
WAM
215
Wolverine Asset Management
Illinois
– – -3,096 Closed
GCM
216
Gables Capital Management
Florida
– – -1,000 Closed
Legacy Financial Group (Iowa)
217
Legacy Financial Group (Iowa)
Iowa
– – -400 Closed
EARNEST Partners
218
EARNEST Partners
Georgia
– – -76 Closed
Wolverine Trading
219
Wolverine Trading
Illinois
– – – –
HT
220
HAP Trading
New York
– – – –
SM
221
Skaana Management
New York
– – – –
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
– – – –
NCM
223
Nantahala Capital Management
Connecticut
– – – –
Man Group
224
Man Group
United Kingdom
– – – –
CFGS
225
Concourse Financial Group Securities
Alabama
– – – –
6 7 8
9
10