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Herbalife
HLF

Overview Fund Activity

196 hedge funds and large institutions have $1.7B invested in Herbalife in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 73 reducing their positions, and 23 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
2.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
27
Increased
74
Reduced
73
Closed
23
Calls
$165M
Puts
$150M
Net Calls
+$14.7M
Net Calls Change
+$28.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$202M
2
Deutsche Bank
2
Deutsche Bank
Germany
$28M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$12.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$19.7M
5
IAM
5
Iridian Asset Management
Connecticut
$22.4M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.52M
2
CCM
2
Camber Capital Management
Massachusetts
$30.5M
3
ACM
3
Alua Capital Management
New York
$14.1M
4
Boston Partners
4
Boston Partners
Massachusetts
$0
5
ROIC
5
Route One Investment Company
California
$157M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$202M 13,221,366 +6,262,457 +90%
ROIC
2
Route One Investment Company
California
$157M 10,310,656 -535,138 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$157M 10,261,079 -300,700 -3%
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$136M 8,903,500 -350,000 -4%
BlackRock
5
BlackRock
New York
$111M 7,282,306 +305,481 +4%
Renaissance Technologies
6
Renaissance Technologies
New York
$90.4M 5,926,601 -126,100 -2%
State Street
7
State Street
Massachusetts
$70.4M 4,615,668 -150,710 -3%
UBS Group
8
UBS Group
Switzerland
$56.1M 3,676,762 -312,366 -8%
BCM
9
Bronte Capital Management
Australia
$47.3M 3,102,717 -18,750 -0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$34.4M 2,256,100 +111,300 +5%
CCM
11
Camber Capital Management
Massachusetts
$30.5M 2,000,000 -850,000 -30%
Charles Schwab
12
Charles Schwab
California
$28.8M 1,888,191 +145,684 +8%
FPA
13
First Pacific Advisors
California
$28M 1,834,105 -1,700 -0.1%
Deutsche Bank
14
Deutsche Bank
Germany
$28M 1,831,890 +1,779,119 +3,371%
BG
15
Baupost Group
Massachusetts
$25.6M 1,679,799 -13,546 -0.8%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$24.8M 1,624,370 +116,030 +8%
Millennium Management
17
Millennium Management
New York
$24.4M 1,600,326 -345,867 -18%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
18
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.8M 1,562,400 +28,000 +2%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$23.2M 1,523,350 +142,829 +10%
IAM
20
Iridian Asset Management
Connecticut
$22.4M 1,468,636 +483,635 +49%
Goldman Sachs
21
Goldman Sachs
New York
$19.7M 1,288,198 +801,644 +165%
ACB
22
Aristotle Capital Boston
Massachusetts
$17.9M 1,173,596 +10,019 +0.9%
SP
23
Solel Partners
Massachusetts
$17.8M 1,169,405 – –
LSV Asset Management
24
LSV Asset Management
Illinois
$16.6M 1,089,903 +10,700 +1%
F1I
25
Fund 1 Investments
Puerto Rico
$16.4M 1,072,975 -67,776 -6%
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