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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
Macquarie Group
101
Macquarie Group
Australia
$572K – – –
SIM
102
SummerHaven Investment Management
Connecticut
$570K +$18.1K +1,024 +3%
Acadian Asset Management
103
Acadian Asset Management
Massachusetts
$562K -$216K -12,186 -26%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$557K – – –
Principal Financial Group
105
Principal Financial Group
Iowa
$535K -$54.7K -3,093 -9%
PI
106
PEAK6 Investments
Illinois
$515K +$566K +31,997 New
BHCM
107
Boulder Hill Capital Management
New York
$510K +$560K +31,655 New
AQR Capital Management
108
AQR Capital Management
Connecticut
$504K +$584 +33 +0.1%
CM
109
Capula Management
Cayman Islands
$491K +$539K +30,500 New
NYLIM
110
New York Life Investment Management
New York
$474K +$520K +29,416 New
LCM
111
Landscape Capital Management
New Jersey
$469K -$2.33M -132,002 -82%
Federated Hermes
112
Federated Hermes
Pennsylvania
$461K +$507K +28,644 New
Verition Fund Management
113
Verition Fund Management
Connecticut
$422K +$239K +13,505 +106%
Robeco Institutional Asset Management
114
Robeco Institutional Asset Management
Netherlands
$417K – – –
Group One Trading
115
Group One Trading
Illinois
$412K +$452K +25,570 New
ASRS
116
Arizona State Retirement System
Arizona
$411K -$33K -1,865 -7%
Man Group
117
Man Group
United Kingdom
$385K -$1.41M -79,495 Closed
GCP
118
GSA Capital Partners
United Kingdom
$361K -$218K -12,352 -36%
ACA
119
Arena Capital Advisors
California
$354K – – –
ETC
120
Exchange Traded Concepts
Oklahoma
$344K -$134K -7,560 -26%
Wells Fargo
121
Wells Fargo
California
$320K +$307K +17,334 +690%
CIC
122
Cornercap Investment Counsel
Georgia
$317K – – –
MC
123
Maverick Capital
Texas
$315K +$24K +1,356 +7%
Axa
124
Axa
France
$314K – – –
HF
125
HRT Financial
New York
$311K -$2.7M -152,589 -89%
3 4
5
6 7

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.