Herbalife
245 hedge funds and large institutions have $4.16B invested in Herbalife in 2021 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 34 closing their positions.
53% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 34
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
6% more funds holding
Funds holding: 231 → 245 (+14)
2.26% more ownership
Funds ownership: 88.38% → 90.63% (+2.3%)
4% less capital invested
Capital invested by funds: $4.33B → $4.16B (-$174M)
13% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 89
22% less call options, than puts
Call options by funds: $72.8M | Put options by funds: $92.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$111M |
| 2 |
D.E. Shaw & Co
New York
|
+$53M |
| 3 |
Morgan Stanley
New York
|
+$52M |
| 4 |
6CM
683 Capital Management
New York
|
+$23.6M |
| 5 |
BCM
Bronte Capital Management
Bondi Junction,
Australia
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$194M |
| 2 |
SP
Solel Partners
Boston,
Massachusetts
|
-$42.4M |
| 3 |
GEH
General Equity Holdings
Brooklyn,
New York
|
-$19.3M |
| 4 |
Renaissance Technologies
New York
|
-$14.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$14.6M |
HLF Hedge Fund Activity: Q4 2021 in Review
245 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2021, worth a combined $4.16B — down 4% from $4.33B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new HLF positions and 34 closed out — a net gain of 18 holders — while 77 added to existing stakes and 89 trimmed.
The largest buyer was WINDACRE PARTNERSHIP LLC, opening a new position worth an estimated $111M. The largest seller was Capital Research Global Investors, cutting an estimated $194M.
- 245 institutional investors held Herbalife (HLF) as of Q4 2021, up from 231 in Q3 2021.
- Funds reported $4.16B of Herbalife stock for Q4 2021, down 4% quarter-over-quarter.
- 52 funds opened new Herbalife positions in Q4 2021 and 34 closed out, a net change of +18 holders.
- The largest Herbalife buyer in Q4 2021 was WINDACRE PARTNERSHIP LLC, an estimated $111M added.
- The largest Herbalife seller in Q4 2021 was Capital Research Global Investors, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2021.