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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
EGM
76
Engineers Gate Manager
New York
$1.26M +$871K +49,276 +171%
GCM
77
Graham Capital Management
Connecticut
$1.24M +$114K +6,450 +9%
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.14M +$31.3K +1,770 +3%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$1.13M -$1.22M -68,900 -50%
Massachusetts Financial Services
80
Massachusetts Financial Services
Massachusetts
$1.03M -$31.9K -1,806 -3%
WAM
81
Wolverine Asset Management
Illinois
$1.01M -$1.23M -69,610 -53%
Jane Street
82
Jane Street
New York
$1M -$330K -18,636 -23%
Ameriprise
83
Ameriprise
Minnesota
$997K -$529K -29,915 -33%
SC
84
Shay Capital
New York
$949K +$1.04M +58,938 New
Mirae Asset Global Investments
85
Mirae Asset Global Investments
South Korea
$921K -$22K -1,243 -2%
VRS
86
Virginia Retirement Systems
Virginia
$916K – – –
WBC
87
Westpac Banking Corp
Australia
$904K -$44K -2,490 -4%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$840K +$4.03K +228 +0.5%
MIM
89
MetLife Investment Management
New Jersey
$829K – – –
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$828K -$385K -21,785 -30%
Janus Henderson Group
91
Janus Henderson Group
United Kingdom
$775K +$549K +31,021 +181%
AIG
92
American International Group
New York
$761K +$16.6K +941 +2%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$757K +$20.1K +1,137 +2%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$757K +$30.4K +1,717 +4%
Citigroup
95
Citigroup
New York
$688K -$46.3K -2,619 -6%
DFCM
96
Dark Forest Capital Management
Puerto Rico
$675K +$289K +16,315 +64%
Manulife (Manufacturers Life Insurance)
97
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$640K +$3.48K +197 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
98
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$621K +$682K +38,578 New
MWA
99
MFA Wealth Advisors
Pennsylvania
$610K +$469K +26,522 +233%
SAM
100
Shell Asset Management
Netherlands
$596K +$482K +27,249 +278%
2 3
4
5 6

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.