Herbalife
231 hedge funds and large institutions have $4.33B invested in Herbalife in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 85 reducing their positions, and 43 closing their positions.
0.88% less ownership
Funds ownership: 89.26% → 88.38% (-0.88%)
5% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 85
7% less funds holding
Funds holding: 248 → 231 (-17)
19% less call options, than puts
Call options by funds: $71.2M | Put options by funds: $87.5M
22% less capital invested
Capital invested by funds: $5.54B → $4.33B (-$1.21B)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
30% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$110M |
| 2 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$82.8M |
| 3 |
Morgan Stanley
New York
|
+$64.3M |
| 4 |
CIP
CAS Investment Partners
Westport,
Connecticut
|
+$49.5M |
| 5 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$42.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$277M |
| 2 |
MCM
Mason Capital Management
New York
|
-$110M |
| 3 |
BlackRock
New York
|
-$44.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$44.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$41M |
HLF Hedge Fund Activity: Q3 2021 in Review
231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2021, worth a combined $4.33B — down 22% from $5.54B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HLF and 30 opened new positions — a net loss of 13 holders — while 85 trimmed existing stakes and 81 added.
The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $110M. The largest seller was Capital Research Global Investors, cutting an estimated $277M.
- 231 institutional investors held Herbalife (HLF) as of Q3 2021, down from 248 in Q2 2021.
- Funds reported $4.33B of Herbalife stock for Q3 2021, down 22% quarter-over-quarter.
- 30 funds opened new Herbalife positions in Q3 2021 and 43 closed out, a net change of -13 holders.
- The largest Herbalife buyer in Q3 2021 was Egerton Capital (UK), an estimated $110M added.
- The largest Herbalife seller in Q3 2021 was Capital Research Global Investors, an estimated $277M sold.
Based on aggregated 13F filings for Q3 2021.