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Herbalife
HLF

Overview Fund Activity

210 hedge funds and large institutions have $1.72B invested in Herbalife in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 33 closing their positions.

Holders
210
Holders Change
-6
Holders Change %
-2.78%
% of All Funds
3.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
75
Reduced
69
Closed
33
Calls
$37.2M
Puts
$113M
Net Calls
-$76.2M
Net Calls Change
-$11M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$26M
3
Morgan Stanley
3
Morgan Stanley
New York
$106M
4
F1I
4
Fund 1 Investments
Puerto Rico
$15.4M
5
CCM
5
Camber Capital Management
Massachusetts
$13.3M

Top Sellers

1
ACM
1
Alua Capital Management
New York
$42.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$19.5M
4
BlackRock
4
BlackRock
New York
$108M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$198M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M 12,302,476 -482,830 -4%
ROIC
2
Route One Investment Company
California
$175M 10,845,794 – –
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$149M 9,253,500 – –
Renaissance Technologies
4
Renaissance Technologies
New York
$112M 6,968,748 +456,384 +7%
BlackRock
5
BlackRock
New York
$108M 6,720,716 -570,514 -8%
Morgan Stanley
6
Morgan Stanley
New York
$106M 6,607,875 +1,144,853 +21%
State Street
7
State Street
Massachusetts
$64.4M 3,998,157 +411,505 +11%
UBS Group
8
UBS Group
Switzerland
$52.1M 3,238,103 -292,569 -8%
BCM
9
Bronte Capital Management
Australia
$48.4M 3,006,548 +368,653 +14%
ACM
10
Alua Capital Management
New York
$42.3M 2,629,835 -1,441,826 -35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31.7M 1,967,765 +29,011 +1%
BG
12
Baupost Group
Massachusetts
$31.5M 1,954,200 -45,800 -2%
FPA
13
First Pacific Advisors
California
$29.6M 1,839,885 -1,400 -0.1%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$27.5M 1,711,027 +12,671 +0.7%
Boston Partners
15
Boston Partners
Massachusetts
$27.4M 1,725,271 +49,841 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M 1,683,300 +1,683,300 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$26M 1,612,512 +1,208,604 +299%
Charles Schwab
18
Charles Schwab
California
$23.4M 1,451,520 +154,354 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$22.6M 1,402,243 +284,734 +25%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$21.8M 1,356,742 -177,552 -12%
Millennium Management
21
Millennium Management
New York
$21.4M 1,329,724 +397,399 +43%
Deutsche Bank
22
Deutsche Bank
Germany
$19.5M 1,209,830 -661,730 -35%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$19.5M 1,208,870 -17,680 -1%
SP
24
Solel Partners
Massachusetts
$18.8M 1,169,405 – –
ACB
25
Aristotle Capital Boston
Massachusetts
$18.2M 1,131,351 +61,877 +6%
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