Herbalife
HLF
204 hedge funds and large institutions have $2.05B invested in Herbalife in 2022 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 97 increasing their positions, 48 reducing their positions, and 53 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 48
11% more call options, than puts
Call options by funds: $48.2M | Put options by funds: $43.6M
0.51% less ownership
Funds ownership: 92.86% → 92.34% (-0.51%)
11% less funds holding
Funds holding: 229 → 204 (-25)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
34% less capital invested
Capital invested by funds: $3.1B → $2.05B (-$1.05B)
36% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$65.4M |
| 2 |
JP Morgan Chase
New York
|
+$32.6M |
| 3 |
SP
Solel Partners
Boston,
Massachusetts
|
+$30M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$28.4M |
| 5 |
State Street
Boston,
Massachusetts
|
+$23.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$146M |
| 2 |
DVI
Deccan Value Investors
Greenwich,
Connecticut
|
-$93M |
| 3 |
CIP
CAS Investment Partners
Westport,
Connecticut
|
-$88.3M |
| 4 |
MVP
Miller Value Partners
Sarasota,
Florida
|
-$61.2M |
| 5 |
6CM
683 Capital Management
New York
|
-$43.7M |
HLF Hedge Fund Activity: Q2 2022 in Review
204 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2022, worth a combined $2.05B — down 34% from $3.1B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of HLF and 34 opened new positions — a net loss of 19 holders — while 48 trimmed existing stakes and 97 added.
The largest buyer was BlackRock, adding an estimated $65.4M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $146M sold.
- 204 institutional investors held Herbalife (HLF) as of Q2 2022, down from 229 in Q1 2022.
- Funds reported $2.05B of Herbalife stock for Q2 2022, down 34% quarter-over-quarter.
- 34 funds opened new Herbalife positions in Q2 2022 and 53 closed out, a net change of -19 holders.
- The largest Herbalife buyer in Q2 2022 was BlackRock, an estimated $65.4M added.
- The largest Herbalife seller in Q2 2022 was Capital Research Global Investors, an estimated $146M sold.
Based on aggregated 13F filings for Q2 2022.