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This page summarizes the HLF holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether HLF is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing HLF Share Count |
|---|
| Allworth Financial LP |
18 |
495 |
+477 |
+2650.00% |
| CWM LLC |
33 |
214 |
+181 |
+548.48% |
| Denali Advisors LLC |
106 |
201 |
+95 |
+89.62% |
| Avaii Wealth Management LLC |
20,440 |
33,228 |
+12,788 |
+62.56% |
| Exchange Traded Concepts LLC |
26,496 |
38,946 |
+12,450 |
+46.99% |
| BNP Paribas Arbitrage SA |
80,928 |
100,790 |
+19,862 |
+24.54% |
| Hollencrest Capital Management |
14,100 |
17,100 |
+3,000 |
+21.28% |
| Mirae Asset Global Investments Co. Ltd. |
50,575 |
57,182 |
+6,607 |
+13.06% |
| McMahon Financial Advisors LLC |
53,315 |
60,082 |
+6,767 |
+12.69% |
| Nisa Investment Advisors LLC |
846 |
930 |
+84 |
+9.93% |
| Van ECK Associates Corp |
7,456 |
7,876 |
+420 |
+5.63% |
| SummerHaven Investment Management LLC |
56,226 |
56,944 |
+718 |
+1.28% |
| 13F Filers Reporting New Positions In HLF |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| Capstone Investment Advisors LLC |
0 |
139,024 |
+139,024 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
20 |
+20 |
+100% |
| Perpetual Ltd |
0 |
423,760 |
+423,760 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
27,219 |
+27,219 |
+100% |
| Privium Fund Management UK Ltd |
0 |
38,461 |
+38,461 |
+100% |
| FirstPurpose Wealth LLC |
0 |
59,955 |
+59,955 |
+100% |
| Portman Square Capital LLP |
0 |
103,486 |
+103,486 |
+100% |
| GAMMA Investing LLC |
0 |
625 |
+625 |
+100% |
| nVerses Capital LLC |
0 |
1,500 |
+1,500 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Salem Investment Counselors Inc. |
400 |
400 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
22,584 |
22,584 |
UNCH |
0.00% |
| Steel Peak Wealth Management LLC |
500,000 |
500,000 |
UNCH |
0.00% |
| 13F Filers Decreasing HLF Share Count |
|---|
| Cutler Group LP |
8,272 |
529 |
-7,743 |
-93.60% |
| JFS Wealth Advisors LLC |
74 |
10 |
-64 |
-86.49% |
| SJS Investment Consulting Inc. |
19 |
3 |
-16 |
-84.21% |
| Principal Financial Group Inc. |
68,723 |
12,788 |
-55,935 |
-81.39% |
| Hexagon Capital Partners LLC |
813 |
171 |
-642 |
-78.97% |
| Amalgamated Bank |
12,583 |
3,352 |
-9,231 |
-73.36% |
| IMC Chicago LLC |
66,540 |
20,630 |
-45,910 |
-69.00% |
| Allspring Global Investments Holdings LLC |
70,793 |
40,624 |
-30,169 |
-42.62% |
| Quent Capital LLC |
696 |
448 |
-248 |
-35.63% |
| Bank of New York Mellon Corp |
430,801 |
379,690 |
-51,111 |
-11.86% |
| Iridian Asset Management LLC CT |
1,468,636 |
1,303,838 |
-164,798 |
-11.22% |
| First Pacific Advisors LP |
1,834,105 |
1,832,935 |
-1,170 |
-0.06% |
| 13F Filers Exiting HLF |
|---|
| Private Wealth Management Group LLC |
29 |
0 |
-29 |
-100.00% |
| DGS Capital Management LLC |
10,795 |
0 |
-10,795 |
-100.00% |
| Ronald Blue Trust Inc. |
38 |
0 |
-38 |
-100.00% |
| Lindbrook Capital LLC |
162 |
0 |
-162 |
-100.00% |
| Simplex Trading LLC |
125,734 |
0 |
-125,734 |
-100.00% |
| Robeco Institutional Asset Management B.V. |
7,597 |
0 |
-7,597 |
-100.00% |
| AdvisorNet Financial Inc |
25 |
0 |
-25 |
-100.00% |
| Whittier Trust Co. |
1,000 |
0 |
-1,000 |
-100.00% |
See Summary: Institutional Holders of HLF
See Details: Top 10 Hedge Funds Holding HLF
Also See: HLF Insider Buying
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