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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
BWM
201
BerganKDV Wealth Management
Minnesota
$516 – – –
CM
202
Cornerstone Management
Georgia
$483 – – –
SC
203
Schubert & Co
Texas
$403 +$283 +16 +178%
AF
204
Advisornet Financial
Minnesota
$386 +$265 +15 +167%
SIC
205
SJS Investment Consulting
Ohio
$306 +$124 +7 +58%
DI
206
Disciplined Investments
Oklahoma
$274 +$301 +17 New
FDCDDQ
207
Federation des caisses Desjardins du Quebec
Quebec, Canada
$193 – – –
ASN
208
Advisory Services Network
Georgia
$64 – – –
HNB
209
Huntington National Bank
Ohio
$16 – – –
Citadel Advisors
210
Citadel Advisors
Florida
– -$17.7M -998,505 Closed
QGA
211
Q Global Advisors
Texas
– -$4.52M -304,000 Closed
RC
212
Riposte Capital
New York
– -$3.57M -240,000 Closed
DA
213
Duality Advisers
Florida
– -$1.76M -118,466 Closed
ECM
214
ExodusPoint Capital Management
New York
– -$1.28M -86,077 Closed
KI
215
Kula Investments
Illinois
– -$845K -56,820 Closed
MAM
216
Martingale Asset Management
Massachusetts
– -$784K -52,673 Closed
SO
217
STRS Ohio
Ohio
– -$662K -44,500 Closed
GC
218
Guggenheim Capital
Illinois
– -$656K -44,057 Closed
PP
219
PDT Partners
New York
– -$653K -43,904 Closed
OQS
220
Occudo Quantitative Strategies
Florida
– -$598K -40,200 Closed
Franklin Resources
221
Franklin Resources
California
– -$436K -29,274 Closed
EWM
222
Edge Wealth Management
New York
– -$407K -27,739 Closed
CCM
223
Chimera Capital Management
New York
– -$404K -27,177 Closed
ACM
224
Aquatic Capital Management
Illinois
– -$402K -27,000 Closed
LOAMU
225
Lombard Odier Asset Management (USA)
New York
– -$361K -24,264 Closed
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.