HLF icon

Herbalife
HLF

Overview Fund Activity

244 hedge funds and large institutions have $4.16B invested in Herbalife in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 34 closing their positions.

Holders
244
Holders Change
+14
Holders Change %
+6.09%
% of All Funds
3.77%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
52
Increased
76
Reduced
89
Closed
34
Calls
$72.8M
Puts
$92.9M
Net Calls
-$20.1M
Net Calls Change
-$3.86M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$109M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$52.1M
3
Morgan Stanley
3
Morgan Stanley
New York
$117M
4
6CM
4
683 Capital Management
New York
$104M
5
BCM
5
Bronte Capital Management
Australia
$113M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$333M
2
SP
2
Solel Partners
Massachusetts
$0
3
GEH
3
General Equity Holdings
New York
$0
4
Renaissance Technologies
4
Renaissance Technologies
New York
$344M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$235M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$453M 11,063,464 -305,220 -3%
ROIC
2
Route One Investment Company
California
$373M 9,112,732 +321,500 +4%
Renaissance Technologies
3
Renaissance Technologies
New York
$344M 8,394,564 -354,000 -4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$333M 8,132,290 -4,664,839 -36%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$235M 5,739,857 -350,743 -6%
ACM
6
Alua Capital Management
New York
$219M 5,353,223 +138,529 +3%
BlackRock
7
BlackRock
New York
$173M 4,223,794 +38,740 +0.9%
DVI
8
Deccan Value Investors
Connecticut
$148M 3,609,850 -135,443 -4%
CIP
9
CAS Investment Partners
Connecticut
$125M 3,062,762 +66,300 +2%
Morgan Stanley
10
Morgan Stanley
New York
$117M 2,865,843 +1,248,525 +77%
BCM
11
Bronte Capital Management
Australia
$113M 2,755,572 +410,086 +17%
WPL
12
WINDACRE PARTNERSHIP LLC
Texas
$109M 2,665,200 +2,665,200 New
6CM
13
683 Capital Management
New York
$104M 2,531,097 +567,000 +29%
AS
14
Altshuler Shaham
Israel
$93.7M 2,288,768 +185,031 +9%
State Street
15
State Street
Massachusetts
$90.2M 2,202,790 +17,215 +0.8%
ECU
16
Egerton Capital (UK)
United Kingdom
$89.2M 2,178,812 -45,272 -2%
MVP
17
Miller Value Partners
Florida
$84.9M 2,073,976 +400,555 +24%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$52.1M 1,272,560 +1,272,560 New
Geode Capital Management
19
Geode Capital Management
Massachusetts
$51.5M 1,258,203 +17,494 +1%
Deutsche Bank
20
Deutsche Bank
Germany
$50.6M 1,236,855 +230,591 +23%
FMI
21
Fiduciary Management Inc
Wisconsin
$46.6M 1,138,154 -60,340 -5%
ACB
22
Aristotle Capital Boston
Massachusetts
$41.6M 1,016,765 -25,559 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$40.7M 994,465 -197,065 -17%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$39M 951,662 +388,715 +69%
Charles Schwab
25
Charles Schwab
California
$38.9M 950,629 -3,804 -0.4%
1
2 3 4 5