Herbalife
201 hedge funds and large institutions have $1.94B invested in Herbalife in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 67 increasing their positions, 74 reducing their positions, and 29 closing their positions.
2% more call options, than puts
Call options by funds: $46.1M | Put options by funds: $44.9M
3% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 29
4% less capital invested
Capital invested by funds: $2.03B → $1.94B (-$89.9M)
9% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 74
1% less funds holding
Funds holding: 204 → 201 (-3)
1.78% less ownership
Funds ownership: 92.34% → 90.56% (-1.8%)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$44.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$41.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26M |
| 4 |
SW
SteelPeak Wealth
Woodland Hills,
California
|
+$12.4M |
| 5 |
Millennium Management
New York
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$79.5M |
| 2 |
Renaissance Technologies
New York
|
-$20.2M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$19.7M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$16.2M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$11.1M |
HLF Hedge Fund Activity: Q3 2022 in Review
201 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2022, worth a combined $1.94B — down 4.4% from $2.03B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of HLF and 28 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 67 added.
The largest buyer was BlackRock, adding an estimated $44.8M. The largest seller was Fidelity Investments, cutting an estimated $79.5M.
- 201 institutional investors held Herbalife (HLF) as of Q3 2022, down from 204 in Q2 2022.
- Funds reported $1.94B of Herbalife stock for Q3 2022, down 4.4% quarter-over-quarter.
- 28 funds opened new Herbalife positions in Q3 2022 and 29 closed out, a net change of -1 holder.
- The largest Herbalife buyer in Q3 2022 was BlackRock, an estimated $44.8M added.
- The largest Herbalife seller in Q3 2022 was Fidelity Investments, an estimated $79.5M sold.
Based on aggregated 13F filings for Q3 2022.