MWNA
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Marshall Wace North America’s Herbalife HLF Stock Holding History

Marshall Wace North America’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
2020
Q4 		– Sell
-14,991
Closed -$699K – 1418
2020
Q3 		$699K Sell
14,991
-333,248
-96% -$16.4M ﹤0.01% 896
2020
Q2 		$15.7M Buy
348,239
+72,752
+26% +$2.83M 0.1% 203
2020
Q1 		$8.03M Buy
275,487
+171,629
+165% +$6.39M 0.06% 246
2019
Q4 		$4.95M Buy
+103,858
New +$4.5M 0.02% 392
2019
Q2 		– Sell
-69,983
Closed -$3.71M – 1331
2019
Q1 		$3.71M Buy
+69,983
New +$4.02M 0.03% 372
2017
Q2 		– Sell
-69,096
Closed -$2M – 1356
2017
Q1 		$2M Buy
+69,096
New +$1.92M 0.02% 576
2013
Q4 		$990K Buy
+25,156
New +$872K 0.02% 397

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACM
Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return
MCM
Mason Capital Management New York $607M AUM 1.77% 1-Year Est. Return

Marshall Wace North America's HLF Position: Q4 2020 in Review

Marshall Wace North America sold out of Herbalife (HLF) in Q4 2020, closing a stake of 14,991 shares — an estimated $699K sold.

Marshall Wace North America first reported a position in HLF in Q4 2013 and held it in 7 quarters. The position peaked at $15.7M in Q2 2020. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • Marshall Wace North America reported no remaining Herbalife position as of Q4 2020 after selling out during the quarter.
  • Marshall Wace North America sold 14,991 Herbalife shares in Q4 2020, an estimated $699K.
  • Marshall Wace North America first reported a position in Herbalife in Q4 2013 and held it in 7 quarters.
  • Marshall Wace North America's Herbalife position peaked at $15.7M in Q2 2020.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.