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Herbalife
HLF

Overview Fund Activity

197 hedge funds and large institutions have $676M invested in Herbalife in 2024 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 46 reducing their positions, and 34 closing their positions.

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% 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
0.05%
New
44
Increased
79
Reduced
46
Closed
34
Calls
$23M
Puts
$65.1M
Net Calls
-$42.1M
Net Calls Change
+$24.4M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$20M
2
BG
2
Baupost Group
Massachusetts
$50.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$20.7M
4
IECM
4
Intrinsic Edge Capital Management
Illinois
$9.83M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$17.2M

Top Sellers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$0
2
ROIC
2
Route One Investment Company
California
$27.6M
3
UBS Group
3
UBS Group
Switzerland
$3.25M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$43.8K
5
Morgan Stanley
5
Morgan Stanley
New York
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.4M 11,271,417 +785,574 +7%
BlackRock
2
BlackRock
New York
$53.8M 8,038,567 +421,892 +6%
BG
3
Baupost Group
Massachusetts
$50.8M 7,600,526 +2,476,000 +48%
Renaissance Technologies
4
Renaissance Technologies
New York
$47.4M 7,088,868 +638,567 +10%
LFCM
5
Long Focus Capital Management
Puerto Rico
$31.8M 4,758,127 +1,020,127 +27%
ROIC
6
Route One Investment Company
California
$27.6M 4,120,884 -4,510,527 -52%
Goldman Sachs
7
Goldman Sachs
New York
$20.7M 3,099,503 +2,443,711 +373%
LSV Asset Management
8
LSV Asset Management
Illinois
$20.2M 3,026,171 -149,800 -5%
CCM
9
Camber Capital Management
Massachusetts
$20.1M 3,000,000 – –
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$20M 2,987,490 +2,646,848 +777%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$18.1M 2,709,590 +421,990 +18%
Charles Schwab
12
Charles Schwab
California
$18M 2,696,560 +216,603 +9%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$17.9M 2,680,425 +64,911 +2%
State Street
14
State Street
Massachusetts
$17.4M 2,599,224 +77,127 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$17.2M 2,570,226 +1,031,078 +67%
IAM
16
Iridian Asset Management
Connecticut
$16.8M 2,507,740 +279,547 +13%
BCM
17
Bronte Capital Management
Australia
$10.7M 1,599,168 -1,054,746 -40%
Morgan Stanley
18
Morgan Stanley
New York
$10.1M 1,508,319 -2,311,738 -61%
IECM
19
Intrinsic Edge Capital Management
Illinois
$9.83M 1,469,804 +1,469,804 New
Marshall Wace
20
Marshall Wace
United Kingdom
$9.66M 1,444,343 +658,536 +84%
SP
21
Solel Partners
Massachusetts
$7.82M 1,169,405 – –
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$7.29M 1,090,108 -55,120 -5%
ACB
23
Aristotle Capital Boston
Massachusetts
$6.89M 1,030,031 -99,948 -9%
TSW
24
Thompson Siegel & Walmsley
Virginia
$6.84M 1,022,605 +536,196 +110%
Deutsche Bank
25
Deutsche Bank
Germany
$6.76M 1,010,571 -1,306,668 -56%
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