We are live on ! Find out more
HLF icon

Herbalife
HLF

210 hedge funds and large institutions have $1.72B invested in Herbalife in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$167M)

1.41% more ownership

Funds ownership: 107.55% → 108.96% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

3% less funds holding

Funds holding: 217 → 210 (-7)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

67% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $113M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
75
Reduced
69
Closed
34
Calls
$37.2M
Puts
$113M
Net Calls
-$76.2M
Net Calls Change
-$11M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$29.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.4M
3
Morgan Stanley
Morgan Stanley
New York
+$20.2M
4
F1I
Fund 1 Investments
Puerto Rico
+$15.8M
5
CCM
Camber Capital Management
Massachusetts
+$14.6M

Top Sellers

1
ACM
Alua Capital Management
New York
-$25.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$17.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$11.7M
4
BlackRock
BlackRock
New York
-$10.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSA
226
Schonfeld Strategic Advisors
New York
– -$351K -23,605 Closed
QT
227
Quantamental Technologies
New York
– -$283K -19,022 Closed
BFM
228
Boothbay Fund Management
New York
– -$331K -18,737 Closed
AC
229
Aristides Capital
Kentucky
– -$271K -18,217 Closed
HSBC Holdings
230
HSBC Holdings
United Kingdom
– -$265K -18,048 Closed
CC
231
Centiva Capital
New York
– -$261K -17,563 Closed
MGP
232
Metis Global Partners
California
– -$211K -14,170 Closed
PAMS
233
Pictet Asset Management (Switzerland)
Switzerland
– -$190K -12,796 Closed
QCM
234
Qsemble Capital Management
New York
– -$173K -11,600 Closed
ACM
235
Acrisure Capital Management
Texas
– -$159K -10,694 Closed
XT
236
XTX Topco
Cayman Islands
– -$150K -10,114 Closed
HCA
237
Harbor Capital Advisors
Illinois
– -$70.3K -4,723 Closed
C
238
Covestor
United Kingdom
– -$53.8K -3,041 -100%
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
– -$15.9K -1,068 Closed
LSA
240
Leonteq Securities AG
Switzerland
– -$6.61K -444 Closed
EI
241
Ellevest Inc
New York
– -$3.01K -202 Closed
IA
242
IFP Advisors
Florida
– -$6K -115 Closed
EC
243
Elequin Capital
New York
– -$1.65K -111 Closed
SFG
244
Steward Financial Group
Texas
– +$424 +24 +104%
6 7 8 9
10

HLF Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2023, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HLF and 28 opened new positions — a net loss of 6 holders — while 69 trimmed existing stakes and 75 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $29.8M. The largest seller was Alua Capital Management, cutting an estimated $25.5M.

  • 210 institutional investors held Herbalife (HLF) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $1.72B of Herbalife stock for Q1 2023, up 11% quarter-over-quarter.
  • 28 funds opened new Herbalife positions in Q1 2023 and 34 closed out, a net change of -6 holders.
  • The largest Herbalife buyer in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $29.8M added.
  • The largest Herbalife seller in Q1 2023 was Alua Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2023.