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Herbalife
HLF

Overview Fund Activity

216 hedge funds and large institutions have $1.55B invested in Herbalife in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 78 increasing their positions, 61 reducing their positions, and 35 closing their positions.

Holders
216
Holders Change
+16
Holders Change %
+8%
% of All Funds
3.49%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
54
Increased
78
Reduced
61
Closed
35
Calls
$41.1M
Puts
$106M
Net Calls
-$65.3M
Net Calls Change
-$66.4M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$81.3M
2
BG
2
Baupost Group
Massachusetts
$29.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$26M
4
UBS Group
4
UBS Group
Switzerland
$52.5M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$15.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$22.8M
2
BlackRock
2
BlackRock
New York
$108M
3
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$138M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$96.9M
5
MRCP
5
Maple Rock Capital Partners
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$190M 12,785,306 -280,638 -2%
ROIC
2
Route One Investment Company
California
$161M 10,845,794 – –
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$138M 9,253,500 -730,000 -7%
BlackRock
4
BlackRock
New York
$108M 7,291,230 -1,312,872 -15%
Renaissance Technologies
5
Renaissance Technologies
New York
$96.9M 6,512,364 -596,800 -8%
Morgan Stanley
6
Morgan Stanley
New York
$81.3M 5,463,022 +2,757,443 +102%
ACM
7
Alua Capital Management
New York
$60.6M 4,071,661 -223,400 -5%
State Street
8
State Street
Massachusetts
$53.4M 3,586,652 +191,773 +6%
UBS Group
9
UBS Group
Switzerland
$52.5M 3,530,672 +1,392,641 +65%
BCM
10
Bronte Capital Management
Australia
$39.3M 2,637,895 -478,320 -15%
BG
11
Baupost Group
Massachusetts
$29.8M 2,000,000 +2,000,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$28.8M 1,938,754 +18,309 +1%
Deutsche Bank
13
Deutsche Bank
Germany
$27.8M 1,871,560 -45,293 -2%
FPA
14
First Pacific Advisors
California
$27.4M 1,841,285 -15,010 -0.8%
Boston Partners
15
Boston Partners
Massachusetts
$26M 1,675,430 +1,675,430 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$25.3M 1,698,356 +311,098 +22%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$23.1M 1,553,150 -97,119 -6%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$22.8M 1,534,294 -1,645,911 -52%
Charles Schwab
19
Charles Schwab
California
$19.3M 1,297,166 +156,693 +14%
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$18.3M 1,226,550 +227,920 +23%
SP
21
Solel Partners
Massachusetts
$17.4M 1,169,405 -150,000 -11%
IAM
22
Iridian Asset Management
Connecticut
$17.3M 1,160,893 +50,315 +5%
ACB
23
Aristotle Capital Boston
Massachusetts
$15.9M 1,069,474 +128,025 +14%
LSV Asset Management
24
LSV Asset Management
Illinois
$15.5M 1,044,823 +972,711 +1,349%
Citadel Advisors
25
Citadel Advisors
Florida
$14.9M 998,505 +837,261 +519%
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