Herbalife
HLF
216 hedge funds and large institutions have $1.55B invested in Herbalife in 2022 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 77 increasing their positions, 61 reducing their positions, and 35 closing their positions.
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
26% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 61
15.87% more ownership
Funds ownership: 90.54% → 106.41% (+16%)
7% more funds holding
Funds holding: 201 → 216 (+15)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less capital invested
Capital invested by funds: $1.94B → $1.55B (-$392M)
61% less call options, than puts
Call options by funds: $41.1M | Put options by funds: $106M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$48M |
| 2 |
BG
Baupost Group
Boston,
Massachusetts
|
+$34.8M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$29.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$24.3M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$16.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$28.7M |
| 2 |
BlackRock
New York
|
-$22.9M |
| 3 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
|
-$12.7M |
| 4 |
Renaissance Technologies
New York
|
-$10.4M |
| 5 |
BGI
BlueDrive Global Investors
London,
United Kingdom
|
-$8.63M |
HLF Hedge Fund Activity: Q4 2022 in Review
216 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q4 2022, worth a combined $1.55B — down 20% from $1.94B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new HLF positions and 35 closed out — a net gain of 19 holders — while 77 added to existing stakes and 61 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $48M. The largest seller was Fidelity Investments, cutting an estimated $28.7M.
- 216 institutional investors held Herbalife (HLF) as of Q4 2022, up from 201 in Q3 2022.
- Funds reported $1.55B of Herbalife stock for Q4 2022, down 20% quarter-over-quarter.
- 54 funds opened new Herbalife positions in Q4 2022 and 35 closed out, a net change of +19 holders.
- The largest Herbalife buyer in Q4 2022 was Morgan Stanley, an estimated $48M added.
- The largest Herbalife seller in Q4 2022 was Fidelity Investments, an estimated $28.7M sold.
Based on aggregated 13F filings for Q4 2022.