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Herbalife
HLF

Overview Fund Activity

229 hedge funds and large institutions have $5.34B invested in Herbalife in 2020 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 60 increasing their positions, 93 reducing their positions, and 19 closing their positions.

Holders
229
Holders Change
+18
Holders Change %
+8.53%
% of All Funds
4.63%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.14%
New
38
Increased
60
Reduced
93
Closed
19
Calls
$68.1M
Puts
$83.1M
Net Calls
-$15M
Net Calls Change
+$46.9M

Top Buyers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$68.6M
2
Goldman Sachs
2
Goldman Sachs
New York
$107M
3
Morgan Stanley
3
Morgan Stanley
New York
$53.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$468M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$215M

Top Sellers

1
IC
1
Icahn Carl
Florida
$957M
2
DVI
2
Deccan Value Investors
Connecticut
$190M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$839K
4
Bank of Nova Scotia
4
Bank of Nova Scotia
Ontario, Canada
$14.7M
5
ICM
5
Indaba Capital Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IC
1
Icahn Carl
Florida
$957M 20,505,879 -14,722,025 -42%
Capital Research Global Investors
2
Capital Research Global Investors
California
$858M 18,399,666 +1,844 +0%
Renaissance Technologies
3
Renaissance Technologies
New York
$512M 10,980,278 -17,686 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$468M 10,023,605 +679,154 +7%
ROIC
5
Route One Investment Company
California
$262M 5,605,694 +233,500 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$215M 4,607,715 +655,006 +17%
BlackRock
7
BlackRock
New York
$194M 4,157,385 -383,113 -8%
DVI
8
Deccan Value Investors
Connecticut
$190M 4,075,874 -3,230,426 -44%
Goldman Sachs
9
Goldman Sachs
New York
$107M 2,291,737 +1,125,296 +96%
BCM
10
Bronte Capital Management
Australia
$93M 2,061,245 -22,617 -1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$91.8M 1,968,352 -42,915 -2%
State Street
12
State Street
Massachusetts
$78M 1,671,360 -174,945 -9%
D.E. Shaw & Co
13
D.E. Shaw & Co
New York
$68.6M 1,470,381 +1,409,922 +2,332%
CIP
14
CAS Investment Partners
Connecticut
$66.5M 1,425,462 – –
Morgan Stanley
15
Morgan Stanley
New York
$53.8M 1,153,791 +1,112,191 +2,674%
Bank of America
16
Bank of America
North Carolina
$53.1M 1,138,441 +116,565 +11%
Norges Bank
17
Norges Bank
Norway
$51.9M 1,112,970 -118,511 -10%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$50.3M 1,078,275 -92,249 -8%
ACB
19
Aristotle Capital Boston
Massachusetts
$46.2M 990,859 +40,646 +4%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$45.5M 975,399 -4,900 -0.5%
Deutsche Bank
21
Deutsche Bank
Germany
$41.4M 887,330 -186,829 -17%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$41.4M 886,434 -345,440 -28%
Citigroup
23
Citigroup
New York
$39.4M 845,095 -89,642 -10%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$33.7M 721,691 +170,409 +31%
Charles Schwab
25
Charles Schwab
California
$30.9M 662,150 -52,981 -7%
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