CWM
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CIBC World Markets’s Herbalife HLF Stock Holding History

CIBC World Markets’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$409K Buy
47,460
+25,062
+112% +$186K ﹤0.01% 953
2025
Q1 		$193K Buy
+22,398
New +$159K ﹤0.01% 1485
2019
Q3 		– Sell
-261,208
Closed -$10.2M – 685
2019
Q2 		$11.2M Buy
261,208
+55,970
+27% +$2.65M 0.09% 248
2019
Q1 		$10.9M Buy
205,238
+117,075
+133% +$6.72M 0.09% 210
2018
Q4 		$5.2M Buy
88,163
+27,057
+44% +$1.49M 0.05% 294
2018
Q3 		$3.33M Buy
61,106
+3,780
+7% +$209K 0.03% 443
2018
Q2 		$3.08M Buy
+57,326
New +$3.01M 0.03% 471
2016
Q4 		– Sell
-87,082
Closed -$2.7M – 602
2016
Q3 		$2.7M Buy
87,082
+5,400
+7% +$171K 0.05% 166
2016
Q2 		$2.39M Sell
81,682
-6,750
-8% -$202K 0.06% 122
2016
Q1 		$2.72M Buy
88,432
+2,186
+3% +$56.4K 0.06% 125
2015
Q4 		$2.31M Buy
86,246
+7,816
+10% +$217K 0.05% 163
2015
Q3 		$2.14M Sell
78,430
-692
-0.9% -$19K 0.06% 154
2015
Q2 		$2.18M Buy
79,122
+17,902
+29% +$433K 0.07% 103
2015
Q1 		$1.31M Buy
61,220
+1,800
+3% +$30.7K 0.08% 63
2014
Q4 		$1.12M Sell
59,420
-2,640
-4% -$56.5K 0.06% 61
2014
Q3 		$1.36M Sell
62,060
-15,342
-20% -$410K 0.51% 43
2014
Q2 		$2.5M Sell
77,402
-16,872
-18% -$517K 1.03% 35
2014
Q1 		$2.7M Buy
+94,274
New +$3.11M 2.1% 20

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIBC World Markets's HLF Position: Q2 2025 in Review

CIBC World Markets increased its Herbalife (HLF) stake by 112% in Q2 2025, buying an estimated $186K and bringing the position to 47,460 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #953.

CIBC World Markets first reported a position in HLF in Q1 2014 and has held it in 18 quarters since. The position peaked at $11.2M in Q2 2019. 210 funds tracked by Wall St. Rank hold HLF as of Q2 2025.

  • CIBC World Markets held 47,460 shares of Herbalife worth $409K as of Q2 2025.
  • CIBC World Markets bought 25,062 Herbalife shares in Q2 2025, an estimated $186K.
  • Herbalife made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #953 holding.
  • CIBC World Markets first reported a position in Herbalife in Q1 2014 and has held it in 18 quarters since.
  • CIBC World Markets's Herbalife position peaked at $11.2M in Q2 2019.
  • 210 funds tracked by Wall St. Rank held Herbalife as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.