Herbalife
229 hedge funds and large institutions have $3.1B invested in Herbalife in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 54 closing their positions.
23% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 71
2.22% more ownership
Funds ownership: 90.63% → 92.86% (+2.2%)
7% less funds holding
Funds holding: 245 → 229 (-16)
24% less first-time investments, than exits
New positions opened: 41 | Existing positions closed: 54
26% less capital invested
Capital invested by funds: $4.16B → $3.1B (-$1.06B)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
40% less call options, than puts
Call options by funds: $28.6M | Put options by funds: $47.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
+$287M |
| 2 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$42M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$36.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$20.8M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$130M |
| 2 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
-$89.2M |
| 3 |
D.E. Shaw & Co
New York
|
-$48.8M |
| 4 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$48.4M |
| 5 |
6CM
683 Capital Management
New York
|
-$42.6M |
HLF Hedge Fund Activity: Q1 2022 in Review
229 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2022, worth a combined $3.1B — down 26% from $4.16B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of HLF and 41 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 87 added.
The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $287M. The largest seller was Capital Research Global Investors, cutting an estimated $130M.
- 229 institutional investors held Herbalife (HLF) as of Q1 2022, down from 245 in Q4 2021.
- Funds reported $3.1B of Herbalife stock for Q1 2022, down 26% quarter-over-quarter.
- 41 funds opened new Herbalife positions in Q1 2022 and 54 closed out, a net change of -13 holders.
- The largest Herbalife buyer in Q1 2022 was WINDACRE PARTNERSHIP LLC, an estimated $287M added.
- The largest Herbalife seller in Q1 2022 was Capital Research Global Investors, an estimated $130M sold.
Based on aggregated 13F filings for Q1 2022.