Herbalife
HLF
244 hedge funds and large institutions have $4.61B invested in Herbalife in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 80 reducing their positions, and 43 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 80
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
0.4% more ownership
Funds ownership: 87.54% → 87.94% (+0.4%)
4% less funds holding
Funds holding: 253 → 244 (-9)
16% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 43
17% less capital invested
Capital invested by funds: $5.53B → $4.61B (-$925M)
57% less call options, than puts
Call options by funds: $38.7M | Put options by funds: $89.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$87M |
| 2 |
ACM
Alua Capital Management
New York
|
+$74.4M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$61.6M |
| 4 |
BGI
BlueDrive Global Investors
London,
United Kingdom
|
+$51.1M |
| 5 |
6CM
683 Capital Management
New York
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$616M |
| 2 |
Renaissance Technologies
New York
|
-$89.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$63.5M |
| 4 |
MCM
Mason Capital Management
New York
|
-$57.5M |
| 5 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$37.8M |
HLF Hedge Fund Activity: Q1 2021 in Review
244 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2021, worth a combined $4.61B — down 17% from $5.53B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of HLF and 36 opened new positions — a net loss of 7 holders — while 80 trimmed existing stakes and 94 added.
The largest buyer was Altshuler Shaham, adding an estimated $87M. The largest seller was Icahn Carl, cutting an estimated $616M.
- 244 institutional investors held Herbalife (HLF) as of Q1 2021, down from 253 in Q4 2020.
- Funds reported $4.61B of Herbalife stock for Q1 2021, down 17% quarter-over-quarter.
- 36 funds opened new Herbalife positions in Q1 2021 and 43 closed out, a net change of -7 holders.
- The largest Herbalife buyer in Q1 2021 was Altshuler Shaham, an estimated $87M added.
- The largest Herbalife seller in Q1 2021 was Icahn Carl, an estimated $616M sold.
Based on aggregated 13F filings for Q1 2021.