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Herbalife
HLF

Overview Fund Activity

185 hedge funds and large institutions have $1.08B invested in Herbalife in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 40 closing their positions.

Holders
185
Holders Change
-11
Holders Change %
-5.61%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
29
Increased
65
Reduced
66
Closed
40
Calls
$87.8M
Puts
$72.2M
Net Calls
+$15.6M
Net Calls Change
+$937K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$41.5M
2
LFCM
2
Long Focus Capital Management
Puerto Rico
$28.9M
3
UBS Group
3
UBS Group
Switzerland
$53M
4
State Street
4
State Street
Massachusetts
$59.7M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$11.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.1M
2
ROIC
2
Route One Investment Company
California
$86.7M
3
ACM
3
Alua Capital Management
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.95M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$103M 10,200,815 -60,264 -0.6%
WPL
2
WINDACRE PARTNERSHIP LLC
Texas
$92.5M 9,203,500 +300,000 +3%
ROIC
3
Route One Investment Company
California
$86.7M 8,631,411 -1,679,245 -16%
BlackRock
4
BlackRock
New York
$72.4M 7,207,677 -74,629 -1%
Morgan Stanley
5
Morgan Stanley
New York
$72.1M 7,171,527 -6,049,839 -46%
Renaissance Technologies
6
Renaissance Technologies
New York
$59.9M 5,960,601 +34,000 +0.6%
State Street
7
State Street
Massachusetts
$59.7M 5,936,195 +1,320,527 +29%
UBS Group
8
UBS Group
Switzerland
$53M 5,277,947 +1,601,185 +44%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$41.5M 3,275,765 +2,441,445 +293%
CCM
10
Camber Capital Management
Massachusetts
$30.2M 3,000,000 +1,000,000 +50%
LFCM
11
Long Focus Capital Management
Puerto Rico
$28.9M 2,879,013 +1,887,420 +190%
BCM
12
Bronte Capital Management
Australia
$28.2M 2,805,253 -297,464 -10%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$23.5M 2,341,108 +85,008 +4%
BG
14
Baupost Group
Massachusetts
$22.6M 2,244,923 +565,124 +34%
Charles Schwab
15
Charles Schwab
California
$22.2M 2,208,722 +320,531 +17%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$21.5M 2,139,110 +514,740 +32%
Deutsche Bank
17
Deutsche Bank
Germany
$18.5M 1,835,897 +4,007 +0.2%
FPA
18
First Pacific Advisors
California
$18.4M 1,832,935 -1,170 -0.1%
Millennium Management
19
Millennium Management
New York
$15.1M 1,498,989 -101,337 -6%
IAM
20
Iridian Asset Management
Connecticut
$13.1M 1,303,838 -164,798 -11%
SP
21
Solel Partners
Massachusetts
$11.8M 1,169,405 – –
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$11.6M 1,157,309 +1,127,880 +3,833%
ACB
23
Aristotle Capital Boston
Massachusetts
$11.5M 1,146,085 -27,511 -2%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$11.2M 1,115,892 -407,458 -27%
LSV Asset Management
25
LSV Asset Management
Illinois
$10.6M 1,058,983 -30,920 -3%
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