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Herbalife
HLF

Overview Fund Activity

228 hedge funds and large institutions have $3.1B invested in Herbalife in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 70 reducing their positions, and 54 closing their positions.

Holders
228
Holders Change
-16
Holders Change %
-6.56%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
41
Increased
87
Reduced
70
Closed
54
Calls
$28.6M
Puts
$47.9M
Net Calls
-$19.3M
Net Calls Change
+$869K

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$304M
2
FPA
2
First Pacific Advisors
California
$32.6M
3
ROIC
3
Route One Investment Company
California
$305M
4
UBS Group
4
UBS Group
Switzerland
$20.2M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$146M
2
ECU
2
Egerton Capital (UK)
United Kingdom
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$786K
4
AS
4
Altshuler Shaham
Israel
$31.9M
5
6CM
5
683 Capital Management
New York
$43.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M 11,115,662 +52,198 +0.5%
ROIC
2
Route One Investment Company
California
$305M 10,043,232 +930,500 +10%
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$304M 10,003,500 +7,338,300 +275%
Renaissance Technologies
4
Renaissance Technologies
New York
$246M 8,118,864 -275,700 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M 6,184,869 +445,012 +8%
ACM
6
Alua Capital Management
New York
$163M 5,353,223 – –
Capital Research Global Investors
7
Capital Research Global Investors
California
$146M 4,802,262 -3,330,028 -41%
BlackRock
8
BlackRock
New York
$126M 4,150,370 -73,424 -2%
DVI
9
Deccan Value Investors
Connecticut
$93M 3,062,839 -547,011 -15%
Morgan Stanley
10
Morgan Stanley
New York
$90.1M 2,968,000 +102,157 +4%
BCM
11
Bronte Capital Management
Australia
$89.9M 2,962,635 +207,063 +8%
CIP
12
CAS Investment Partners
Connecticut
$88.3M 2,907,762 -155,000 -5%
State Street
13
State Street
Massachusetts
$72.1M 2,375,485 +172,695 +8%
MVP
14
Miller Value Partners
Florida
$61.2M 2,017,144 -56,832 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$50.8M 1,672,348 +435,493 +35%
6CM
16
683 Capital Management
New York
$43.7M 1,440,597 -1,090,500 -43%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.3M 1,327,930 +69,727 +6%
FMI
18
Fiduciary Management Inc
Wisconsin
$35.1M 1,157,316 +19,162 +2%
FPA
19
First Pacific Advisors
California
$32.6M 1,073,599 +1,073,599 New
AS
20
Altshuler Shaham
Israel
$31.9M 1,051,703 -1,237,065 -54%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$30.7M 1,011,947 +17,482 +2%
Charles Schwab
22
Charles Schwab
California
$30.4M 1,002,831 +52,202 +5%
ACB
23
Aristotle Capital Boston
Massachusetts
$30.2M 994,402 -22,363 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$28.8M 949,388 -2,274 -0.2%
BGI
25
BlueDrive Global Investors
United Kingdom
$25.8M 850,028 – –
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