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Herbalife
HLF

Overview Fund Activity

230 hedge funds and large institutions have $4.33B invested in Herbalife in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 84 reducing their positions, and 43 closing their positions.

Holders
230
Holders Change
-17
Holders Change %
-6.88%
% of All Funds
4.04%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.18%
New
30
Increased
81
Reduced
84
Closed
43
Calls
$71.2M
Puts
$87.5M
Net Calls
-$16.3M
Net Calls Change
-$19.7M

Top Buyers

1
ECU
1
Egerton Capital (UK)
United Kingdom
$94.3M
2
MVP
2
Miller Value Partners
Florida
$70.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$68.5M
4
CIP
4
CAS Investment Partners
Connecticut
$127M
5
ROIC
5
Route One Investment Company
California
$373M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$542M
2
MCM
2
Mason Capital Management
New York
$0
3
BlackRock
3
BlackRock
New York
$177M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$258M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$11.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
1
Capital Research Global Investors
California
$542M 12,797,129 -5,611,072 -30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$482M 11,368,684 +137,318 +1%
ROIC
3
Route One Investment Company
California
$373M 8,791,232 +858,678 +11%
Renaissance Technologies
4
Renaissance Technologies
New York
$371M 8,748,564 -146,100 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$258M 6,090,600 -893,370 -13%
ACM
6
Alua Capital Management
New York
$221M 5,214,694 – –
BlackRock
7
BlackRock
New York
$177M 4,185,054 -899,686 -18%
DVI
8
Deccan Value Investors
Connecticut
$159M 3,745,293 +780,218 +26%
CIP
9
CAS Investment Partners
Connecticut
$127M 2,996,462 +1,000,000 +50%
BCM
10
Bronte Capital Management
Australia
$99.4M 2,345,486 +91,625 +4%
AS
11
Altshuler Shaham
Israel
$98.7M 2,103,737 -98,351 -4%
ECU
12
Egerton Capital (UK)
United Kingdom
$94.3M 2,224,084 +2,224,084 New
State Street
13
State Street
Massachusetts
$92.6M 2,185,575 +150,784 +7%
6CM
14
683 Capital Management
New York
$83.2M 1,964,097 +505,951 +35%
MVP
15
Miller Value Partners
Florida
$70.9M 1,673,421 +1,673,421 New
Morgan Stanley
16
Morgan Stanley
New York
$68.5M 1,617,318 +1,299,970 +410%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$52.6M 1,240,709 -41,068 -3%
FMI
18
Fiduciary Management Inc
Wisconsin
$50.8M 1,198,494 +24,185 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$50.5M 1,191,530 +256,821 +27%
ACB
20
Aristotle Capital Boston
Massachusetts
$44.2M 1,042,324 +102,271 +11%
Deutsche Bank
21
Deutsche Bank
Germany
$42.6M 1,006,264 +366,163 +57%
SP
22
Solel Partners
Massachusetts
$42.4M 1,000,905 +205,905 +26%
Norges Bank
23
Norges Bank
Norway
$41M 967,335 -70,297 -7%
Charles Schwab
24
Charles Schwab
California
$40.4M 954,433 +357,611 +60%
BGI
25
BlueDrive Global Investors
United Kingdom
$40.4M 953,028 -82,700 -8%
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