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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
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$305K -$915K -51,727 -73%
Simplex Trading
127
Simplex Trading
Illinois
$300K +$328K +18,544 +18,544%
D.E. Shaw & Co
128
D.E. Shaw & Co
New York
$295K -$4.37M -247,062 -93%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$290K +$104K +5,893 +49%
II
130
Inspire Investing
Idaho
$275K +$21K +1,190 +7%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$270K +$297K +16,789 New
Walleye Capital
132
Walleye Capital
New York
$266K -$7.64K -432 -3%
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$259K – – –
GCM
134
Gladius Capital Management
Illinois
$245K -$10.4K -588 -4%
BGI
135
BlueDrive Global Investors
United Kingdom
$244K – – –
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$239K +$466K +26,323 New
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$233K -$340K -19,240 -57%
YIH
138
Y-Intercept (HK)
Hong Kong
$229K -$7.83K -443 -3%
HCM
139
Hollencrest Capital Management
California
$227K – – –
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$222K – – –
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$220K +$4.25K +240 +2%
QCM
142
Quantinno Capital Management
New York
$220K +$242K +13,688 New
FRM
143
Fox Run Management
Connecticut
$211K +$231K +13,075 New
JAM
144
Jupiter Asset Management
United Kingdom
$207K +$228K +12,892 New
AWM
145
Avaii Wealth Management
Wisconsin
$204K +$28.3K +1,602 +14%
AB
146
Amalgamated Bank
New York
$204K -$38.1K -2,157 -15%
Mackenzie Financial
147
Mackenzie Financial
Ontario, Canada
$200K +$220K +12,442 New
SG Americas Securities
148
SG Americas Securities
New York
$199K +$218K +12,331 New
ProShare Advisors
149
ProShare Advisors
Maryland
$186K -$19K -1,075 -9%
TRCT
150
Tower Research Capital (TRC)
New York
$184K +$168K +9,503 +499%
4 5
6
7 8

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.