Herbalife
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.
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
Top Buyers
Top Sellers
| 1 |
ACM
Alua Capital Management
New York
|
-$25.5M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$17.7M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.7M |
| 4 |
BlackRock
New York
|
-$10.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.54M |
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.