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Herbalife
HLF

229 hedge funds and large institutions have $3.1B invested in Herbalife in 2022 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 87 increasing their positions, 71 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 71

2.22% more ownership

Funds ownership: 90.63% → 92.86% (+2.2%)

7% less funds holding

Funds holding: 245 → 229 (-16)

24% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 54

26% less capital invested

Capital invested by funds: $4.16B → $3.1B (-$1.06B)

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

40% less call options, than puts

Call options by funds: $28.6M | Put options by funds: $47.9M

Holders
229
Holders Change
-16
Holders Change %
-6.53%
% of All Funds
3.61%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
41
Increased
87
Reduced
71
Closed
54
Calls
$28.6M
Puts
$47.9M
Net Calls
-$19.3M
Net Calls Change
+$869K

Top Buyers

1
WPL
WINDACRE PARTNERSHIP LLC
Texas
+$287M
2
FPA
First Pacific Advisors
California
+$42M
3
ROIC
Route One Investment Company
California
+$36.4M
4
UBS Group
UBS Group
Switzerland
+$20.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$130M
2
ECU
Egerton Capital (UK)
United Kingdom
-$89.2M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$48.8M
4
AS
Altshuler Shaham
Israel
-$48.4M
5
6CM
683 Capital Management
New York
-$42.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$337M +$2.04M +52,198 +0.5%
ROIC
2
Route One Investment Company
California
$305M +$36.4M +930,500 +10%
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$304M +$287M +7,338,300 +275%
Renaissance Technologies
4
Renaissance Technologies
New York
$246M -$10.8M -275,700 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$188M +$17.4M +445,012 +8%
ACM
6
Alua Capital Management
New York
$163M – – –
Capital Research Global Investors
7
Capital Research Global Investors
California
$146M -$130M -3,330,028 -41%
BlackRock
8
BlackRock
New York
$126M -$2.87M -73,424 -2%
DVI
9
Deccan Value Investors
Connecticut
$93M -$21.4M -547,011 -15%
Morgan Stanley
10
Morgan Stanley
New York
$90.1M +$3.99M +102,157 +4%
BCM
11
Bronte Capital Management
Australia
$89.9M +$8.1M +207,063 +8%
CIP
12
CAS Investment Partners
Connecticut
$88.3M -$6.06M -155,000 -5%
State Street
13
State Street
Massachusetts
$72.1M +$6.75M +172,695 +8%
MVP
14
Miller Value Partners
Florida
$61.2M -$2.22M -56,832 -3%
Deutsche Bank
15
Deutsche Bank
Germany
$50.8M +$17M +435,493 +35%
6CM
16
683 Capital Management
New York
$43.7M -$42.6M -1,090,500 -43%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$40.3M +$2.73M +69,727 +6%
FMI
18
Fiduciary Management Inc
Wisconsin
$35.1M +$749K +19,162 +2%
FPA
19
First Pacific Advisors
California
$32.6M +$42M +1,073,599 New
AS
20
Altshuler Shaham
Israel
$31.9M -$48.4M -1,237,065 -54%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$30.7M +$684K +17,482 +2%
Charles Schwab
22
Charles Schwab
California
$30.4M +$2.04M +52,202 +5%
ACB
23
Aristotle Capital Boston
Massachusetts
$30.2M -$874K -22,363 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$28.8M -$88.9K -2,274 -0.2%
BGI
25
BlueDrive Global Investors
United Kingdom
$25.8M – – –
1
2 3 4 5

HLF Hedge Fund Activity: Q1 2022 in Review

229 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2022, worth a combined $3.1B — down 26% from $4.16B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of HLF and 41 opened new positions — a net loss of 13 holders — while 71 trimmed existing stakes and 87 added.

The largest buyer was WINDACRE PARTNERSHIP LLC, adding an estimated $287M. The largest seller was Capital Research Global Investors, cutting an estimated $130M.

  • 229 institutional investors held Herbalife (HLF) as of Q1 2022, down from 245 in Q4 2021.
  • Funds reported $3.1B of Herbalife stock for Q1 2022, down 26% quarter-over-quarter.
  • 41 funds opened new Herbalife positions in Q1 2022 and 54 closed out, a net change of -13 holders.
  • The largest Herbalife buyer in Q1 2022 was WINDACRE PARTNERSHIP LLC, an estimated $287M added.
  • The largest Herbalife seller in Q1 2022 was Capital Research Global Investors, an estimated $130M sold.

Based on aggregated 13F filings for Q1 2022.