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Herbalife
HLF

Overview Fund Activity

200 hedge funds and large institutions have $1.94B invested in Herbalife in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
200
Holders Change
-3
Holders Change %
-1.48%
% of All Funds
3.46%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
28
Increased
67
Reduced
73
Closed
29
Calls
$46.1M
Puts
$44.9M
Net Calls
+$1.12M
Net Calls Change
-$4.36M

Top Buyers

1
BlackRock
1
BlackRock
New York
$171M
2
UBS Group
2
UBS Group
Switzerland
$42.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$260M
4
SW
4
SteelPeak Wealth
California
$9.95M
5
Millennium Management
5
Millennium Management
New York
$13.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$63.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$141M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$5.19M
4
FFL
4
Flat Footed LLC
Wyoming
$0
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$32.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$260M 13,065,944 +1,050,992 +9%
ROIC
2
Route One Investment Company
California
$216M 10,845,794 – –
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$199M 9,983,500 -100,000 -1%
BlackRock
4
BlackRock
New York
$171M 8,604,102 +1,807,216 +27%
Renaissance Technologies
5
Renaissance Technologies
New York
$141M 7,109,164 -816,100 -10%
ACM
6
Alua Capital Management
New York
$85.4M 4,295,061 -251,380 -6%
State Street
7
State Street
Massachusetts
$67.5M 3,394,879 +73,596 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$63.3M 3,180,205 -3,208,078 -50%
BCM
9
Bronte Capital Management
Australia
$62M 3,116,215 +119,554 +4%
Morgan Stanley
10
Morgan Stanley
New York
$53.8M 2,705,579 -283,648 -9%
UBS Group
11
UBS Group
Switzerland
$42.5M 2,138,031 +1,677,226 +364%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$38.2M 1,920,445 +43,137 +2%
Deutsche Bank
13
Deutsche Bank
Germany
$38.1M 1,916,853 -168,398 -8%
FPA
14
First Pacific Advisors
California
$36.9M 1,856,295 -12,611 -0.7%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$32.8M 1,650,269 -446,252 -21%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$27.6M 1,387,258 -68,486 -5%
SP
17
Solel Partners
Massachusetts
$26.2M 1,319,405 – –
Charles Schwab
18
Charles Schwab
California
$22.7M 1,140,473 -169,381 -13%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$22.2M 1,114,477 +18,611 +2%
IAM
20
Iridian Asset Management
Connecticut
$22.1M 1,110,578 +8,677 +0.8%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$19.9M 998,630 +283,010 +40%
ACB
22
Aristotle Capital Boston
Massachusetts
$18.7M 941,449 -83,474 -8%
Northern Trust
23
Northern Trust
Illinois
$18.1M 909,764 -12,966 -1%
Norges Bank
24
Norges Bank
Norway
$14.7M 739,308 -24,013 -3%
BA
25
Bridgewater Associates
Connecticut
$13.2M 661,653 +150,220 +29%
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