Herbalife
HLF
248 hedge funds and large institutions have $5.55B invested in Herbalife in 2021 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 94 increasing their positions, 71 reducing their positions, and 46 closing their positions.
32% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 71
20% more capital invested
Capital invested by funds: $4.61B → $5.55B (+$944M)
11% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 46
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
2% more funds holding
Funds holding: 244 → 248 (+4)
1.31% more ownership
Funds ownership: 87.94% → 89.25% (+1.3%)
21% less call options, than puts
Call options by funds: $79.1M | Put options by funds: $101M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$209M |
| 2 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$58.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.1M |
| 4 |
MCM
Mason Capital Management
New York
|
+$49.2M |
| 5 |
BlackRock
New York
|
+$48.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$356M |
| 2 |
Goldman Sachs
New York
|
-$55.7M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$35M |
| 4 |
Millennium Management
New York
|
-$27.2M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$17.1M |
HLF Hedge Fund Activity: Q2 2021 in Review
248 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2021, worth a combined $5.55B — up 20% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new HLF positions and 46 closed out — a net gain of 5 holders — while 94 added to existing stakes and 71 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $209M. The largest seller was Icahn Carl, exiting entirely with an estimated $356M sold.
- 248 institutional investors held Herbalife (HLF) as of Q2 2021, up from 244 in Q1 2021.
- Funds reported $5.55B of Herbalife stock for Q2 2021, up 20% quarter-over-quarter.
- 51 funds opened new Herbalife positions in Q2 2021 and 46 closed out, a net change of +5 holders.
- The largest Herbalife buyer in Q2 2021 was Fidelity Investments, an estimated $209M added.
- The largest Herbalife seller in Q2 2021 was Icahn Carl, an estimated $356M sold.
Based on aggregated 13F filings for Q2 2021.