ZIM
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Zacks Investment Management’s Herbalife HLF Stock Holding History

Zacks Investment Management’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
Q3 		– Sell
-142,327
Closed -$1.23M – 796
2025
Q2 		$1.23M Buy
+142,327
New +$1.06M 0.01% 381
2021
Q2 		– Sell
-41,931
Closed -$1.86M – 586
2021
Q1 		$1.86M Buy
41,931
+6,063
+17% +$299K 0.03% 292
2020
Q4 		$1.72M Buy
35,868
+1,443
+4% +$69.6K 0.03% 287
2020
Q3 		$1.61M Buy
34,425
+8,162
+31% +$401K 0.03% 256
2020
Q2 		$1.18M Buy
+26,263
New +$1.02M 0.03% 275
2019
Q2 		– Sell
-53,486
Closed -$2.83M – 571
2019
Q1 		$2.83M Buy
53,486
+15,087
+39% +$867K 0.06% 200
2018
Q4 		$2.26M Sell
38,399
-48,395
-56% -$2.67M 0.05% 212
2018
Q3 		$4.74M Buy
86,794
+54,157
+166% +$2.99M 0.1% 158
2018
Q2 		$1.75M Buy
+32,637
New +$1.72M 0.04% 308
2014
Q4 		– Sell
-10,706
Closed -$234K – 679
2014
Q3 		$234K Buy
+10,706
New +$286K 0.01% 605
2014
Q2 		– Sell
-13,054
Closed -$374K – 697
2014
Q1 		$374K Buy
+13,054
New +$431K 0.01% 491
2013
Q4 		– Sell
-17,058
Closed -$595K – 697
2013
Q3 		$595K Sell
17,058
-464
-3% -$14.3K 0.03% 299
2013
Q2 		$395K Buy
+17,522
New +$373K 0.02% 397

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Zacks Investment Management's HLF Position: Q3 2025 in Review

Zacks Investment Management sold out of Herbalife (HLF) in Q3 2025, closing a stake of 142,327 shares — an estimated $1.23M sold.

Zacks Investment Management first reported a position in HLF in Q2 2013 and held it in 13 quarters. The position peaked at $4.74M in Q3 2018. 218 funds tracked by Wall St. Rank hold HLF as of Q3 2025.

  • Zacks Investment Management reported no remaining Herbalife position as of Q3 2025 after selling out during the quarter.
  • Zacks Investment Management sold 142,327 Herbalife shares in Q3 2025, an estimated $1.23M.
  • Zacks Investment Management first reported a position in Herbalife in Q2 2013 and held it in 13 quarters.
  • Zacks Investment Management's Herbalife position peaked at $4.74M in Q3 2018.
  • 218 funds tracked by Wall St. Rank held Herbalife as of Q3 2025.

Based on Zacks Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.