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Herbalife
HLF

Overview Fund Activity

180 hedge funds and large institutions have $1.15B invested in Herbalife in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 49 reducing their positions, and 34 closing their positions.

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
2.62%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
71
Reduced
49
Closed
34
Calls
$40.5M
Puts
$123M
Net Calls
-$82.1M
Net Calls Change
-$97.7M

Top Buyers

1
BG
1
Baupost Group
Massachusetts
$53.2M
2
Marshall Wace
2
Marshall Wace
United Kingdom
$20.5M
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$8.65M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$7.83M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$69.1M

Top Sellers

1
State Street
1
State Street
Massachusetts
$33.7M
2
Millennium Management
2
Millennium Management
New York
$588K
3
Morgan Stanley
3
Morgan Stanley
New York
$63M
4
WPL
4
WINDACRE PARTNERSHIP LLC
Texas
$90.4M
5
AC
5
Armistice Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$108M 10,415,915 +215,100 +2%
WPL
2
WINDACRE PARTNERSHIP LLC
Texas
$90.4M 8,703,500 -500,000 -5%
ROIC
3
Route One Investment Company
California
$89.7M 8,631,411 – –
BlackRock
4
BlackRock
New York
$77.6M 7,472,139 +264,462 +4%
Renaissance Technologies
5
Renaissance Technologies
New York
$69.1M 6,653,401 +692,800 +12%
Morgan Stanley
6
Morgan Stanley
New York
$63M 6,064,669 -1,106,858 -15%
UBS Group
7
UBS Group
Switzerland
$53.8M 5,180,604 -97,343 -2%
BG
8
Baupost Group
Massachusetts
$53.2M 5,124,526 +2,879,603 +128%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$41.4M 3,776,641 +500,876 +15%
State Street
10
State Street
Massachusetts
$33.7M 3,241,703 -2,694,492 -45%
LFCM
11
Long Focus Capital Management
Puerto Rico
$33.3M 3,202,982 +323,969 +11%
CCM
12
Camber Capital Management
Massachusetts
$31.2M 3,000,000 – –
BCM
13
Bronte Capital Management
Australia
$28M 2,696,608 -108,645 -4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$26.1M 2,510,083 +168,975 +7%
Charles Schwab
15
Charles Schwab
California
$24.1M 2,319,165 +110,443 +5%
Marshall Wace
16
Marshall Wace
United Kingdom
$20.5M 1,977,155 +1,885,346 +2,054%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$19.8M 1,903,500 -235,610 -11%
Deutsche Bank
18
Deutsche Bank
Germany
$19M 1,829,872 -6,025 -0.3%
FPA
19
First Pacific Advisors
California
$19M 1,829,405 -3,530 -0.2%
LSV Asset Management
20
LSV Asset Management
Illinois
$16.2M 1,556,902 +497,919 +47%
IAM
21
Iridian Asset Management
Connecticut
$16.1M 1,550,454 +246,616 +19%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$13.8M 1,332,618 +175,309 +15%
SP
23
Solel Partners
Massachusetts
$12.2M 1,169,405 – –
ACB
24
Aristotle Capital Boston
Massachusetts
$11.7M 1,121,546 -24,539 -2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$9.58M 921,566 -194,326 -17%
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