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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
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$17.3M -$8.5M -480,455 -31%
IAM
27
Iridian Asset Management
Connecticut
$17.2M -$1.65M -93,129 -8%
LSV Asset Management
28
LSV Asset Management
Illinois
$16.9M +$50.9K +2,880 +0.3%
F1I
29
Fund 1 Investments
Puerto Rico
$15.4M +$15.8M +893,685 +1,489%
Norges Bank
30
Norges Bank
Norway
$15.1M +$2.26M +128,004 +16%
Northern Trust
31
Northern Trust
Illinois
$14.8M +$180K +10,175 +1%
CCM
32
Camber Capital Management
Massachusetts
$13.3M +$14.6M +825,000 New
SEI Investments
33
SEI Investments
Pennsylvania
$8.99M +$252K +14,235 +3%
Goldman Sachs
34
Goldman Sachs
New York
$8.66M +$134K +7,586 +1%
SW
35
SteelPeak Wealth
California
$8.05M – – –
Bank of New York Mellon
36
Bank of New York Mellon
New York
$7.71M -$471K -26,645 -5%
N
37
Nuveen
North Carolina
$7.69M +$3.24M +183,099 +62%
BA
38
Bridgewater Associates
Connecticut
$6.8M -$102K -5,743 -1%
CM
39
Caption Management
Oklahoma
$5.8M +$1.4M +79,000 +28%
PHS
40
Pekin Hardy Strauss
Illinois
$4.6M -$523K -29,585 -9%
BCM
41
Bridgeway Capital Management
Texas
$4.2M +$4.61M +260,700 New
CSS
42
Cubist Systematic Strategies
Connecticut
$3.99M -$580K -32,782 -12%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$3.72M +$1.39M +78,830 +52%
Bank of America
44
Bank of America
North Carolina
$3.66M +$718K +40,618 +22%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$3.56M -$83.2K -4,703 -2%
Two Sigma Investments
46
Two Sigma Investments
New York
$3.5M +$3.24M +183,296 +542%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$3.41M -$392K -22,190 -9%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$3.24M +$1.26M +71,402 +55%
PSC
49
Portman Square Capital
United Kingdom
$3.21M -$575K -32,486 -14%
Parallax Volatility Advisers
50
Parallax Volatility Advisers
California
$3.2M -$801K -45,278 -19%
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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.