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Herbalife
HLF

Overview Fund Activity

203 hedge funds and large institutions have $2.03B invested in Herbalife in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 96 increasing their positions, 48 reducing their positions, and 53 closing their positions.

Holders
203
Holders Change
-25
Holders Change %
-10.96%
% of All Funds
3.43%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
34
Increased
96
Reduced
48
Closed
53
Calls
$49.2M
Puts
$43.7M
Net Calls
+$5.48M
Net Calls Change
+$24.8M

Top Buyers

1
BlackRock
1
BlackRock
New York
$139M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$29.8M
3
SP
3
Solel Partners
Massachusetts
$27M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$42.9M
5
State Street
5
State Street
Massachusetts
$67.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
DVI
2
Deccan Value Investors
Connecticut
$0
3
CIP
3
CAS Investment Partners
Connecticut
$0
4
MVP
4
Miller Value Partners
Florida
$0
5
6CM
5
683 Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$246M 12,014,952 +899,290 +8%
ROIC
2
Route One Investment Company
California
$222M 10,845,794 +802,562 +8%
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$206M 10,083,500 +80,000 +0.8%
Renaissance Technologies
4
Renaissance Technologies
New York
$162M 7,925,264 -193,600 -2%
BlackRock
5
BlackRock
New York
$139M 6,796,886 +2,646,516 +64%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$131M 6,388,283 +203,414 +3%
ACM
7
Alua Capital Management
New York
$93M 4,546,441 -806,782 -15%
State Street
8
State Street
Massachusetts
$67.9M 3,321,283 +945,798 +40%
BCM
9
Bronte Capital Management
Australia
$61.3M 2,996,661 +34,026 +1%
Morgan Stanley
10
Morgan Stanley
New York
$61.1M 2,989,227 +21,227 +0.7%
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$42.9M 2,096,521 +1,147,133 +121%
Deutsche Bank
12
Deutsche Bank
Germany
$42.6M 2,085,251 +412,903 +25%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$38.4M 1,877,308 +549,378 +41%
FPA
14
First Pacific Advisors
California
$38.2M 1,868,906 +795,307 +74%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$29.8M 1,455,744 +1,317,332 +952%
SP
16
Solel Partners
Massachusetts
$27M 1,319,405 +1,214,405 +1,157%
Charles Schwab
17
Charles Schwab
California
$26.8M 1,309,854 +307,023 +31%
IAM
18
Iridian Asset Management
Connecticut
$22.5M 1,101,901 +458,849 +71%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$22.4M 1,095,866 +83,919 +8%
First Trust Advisors
20
First Trust Advisors
Illinois
$21.6M 1,054,762 +753,256 +250%
ACB
21
Aristotle Capital Boston
Massachusetts
$21M 1,024,923 +30,521 +3%
Northern Trust
22
Northern Trust
Illinois
$18.9M 922,730 +454,437 +97%
Norges Bank
23
Norges Bank
Norway
$15.6M 763,321 -28,014 -4%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$14.6M 715,620 +443,920 +163%
BGI
25
BlueDrive Global Investors
United Kingdom
$14.3M 699,428 -150,600 -18%
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