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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
CG
176
Cutler Group
California
$11K -$88.9K -5,025 -87%
GCM
177
Gables Capital Management
Florida
$8.08K +$35 +2 +0.4%
US Bancorp
178
US Bancorp
Minnesota
$7.57K – – –
QC
179
Quent Capital
New York
$7.55K +$424 +24 +5%
PA
180
Parallel Advisors
California
$7.17K – – –
SIC
181
Salem Investment Counselors
North Carolina
$6.44K – – –
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$6K -$32K -1,810 -84%
CCA
183
Column Capital Advisors
Indiana
$5.96K – – –
WT
184
Whittier Trust
California
$4.83K – – –
WP
185
WealthPLAN Partners
Nebraska
$3.22K +$3.54K +200 New
KC
186
Kenfarb & Co
Kentucky
$3.22K – – –
GWS
187
Glassman Wealth Services
Virginia
$3.03K +$3.33K +188 New
BTI
188
Blue Trust Inc
Georgia
$3K – – –
ST
189
Smithfield Trust
Pennsylvania
$3K – – –
BIA
190
Bell Investment Advisors
California
$2.33K +$601 +34 +31%
AF
191
Allworth Financial
California
$1.71K +$778 +44 +71%
EARNEST Partners
192
EARNEST Partners
Georgia
$1.22K – – –
DA
193
Denali Advisors
California
$1.21K -$920 -52 -41%
JWA
194
JFS Wealth Advisors
Pennsylvania
$1.08K +$690 +39 +139%
CAL
195
Capital Advisors Ltd
Ohio
$1K – – –
RI
196
Ridgewood Investments
New Jersey
$936 +$1.03K +58 New
BAM
197
Belpointe Asset Management
Nevada
$741 +$814 +46 New
NA
198
NewEdge Advisors
Louisiana
$660 – – –
Creative Planning
199
Creative Planning
Kansas
$628 +$690 +39 New
LC
200
Lindbrook Capital
California
$596 -$1.01K -57 -61%
6 7
8
9 10

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.