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Herbalife
HLF

210 hedge funds and large institutions have $1.72B invested in Herbalife in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $1.55B → $1.72B (+$167M)

1.41% more ownership

Funds ownership: 107.55% → 108.96% (+1.4%)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

3% less funds holding

Funds holding: 217 → 210 (-7)

18% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 34

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

67% less call options, than puts

Call options by funds: $37.2M | Put options by funds: $113M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
3.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
75
Reduced
69
Closed
34
Calls
$37.2M
Puts
$113M
Net Calls
-$76.2M
Net Calls Change
-$11M

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$29.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$21.4M
3
Morgan Stanley
Morgan Stanley
New York
+$20.2M
4
F1I
Fund 1 Investments
Puerto Rico
+$15.8M
5
CCM
Camber Capital Management
Massachusetts
+$14.6M

Top Sellers

1
ACM
Alua Capital Management
New York
-$25.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$17.7M
3
Deutsche Bank
Deutsche Bank
Germany
-$11.7M
4
BlackRock
BlackRock
New York
-$10.1M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$8.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$198M -$8.54M -482,830 -4%
ROIC
2
Route One Investment Company
California
$175M – – –
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$149M – – –
Renaissance Technologies
4
Renaissance Technologies
New York
$112M +$8.07M +456,384 +7%
BlackRock
5
BlackRock
New York
$108M -$10.1M -570,514 -8%
Morgan Stanley
6
Morgan Stanley
New York
$106M +$20.2M +1,144,853 +21%
State Street
7
State Street
Massachusetts
$64.4M +$7.28M +411,505 +11%
UBS Group
8
UBS Group
Switzerland
$52.1M -$5.17M -292,569 -8%
BCM
9
Bronte Capital Management
Australia
$48.4M +$6.52M +368,653 +14%
ACM
10
Alua Capital Management
New York
$42.3M -$25.5M -1,441,826 -35%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$31.7M +$513K +29,011 +1%
BG
12
Baupost Group
Massachusetts
$31.5M -$810K -45,800 -2%
FPA
13
First Pacific Advisors
California
$29.6M -$24.8K -1,400 -0.1%
JP Morgan Chase
14
JP Morgan Chase
New York
$27.5M +$224K +12,671 +0.7%
Boston Partners
15
Boston Partners
Massachusetts
$27.4M +$881K +49,841 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
16
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.1M +$29.8M +1,683,300 New
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$26M +$21.4M +1,208,604 +299%
Charles Schwab
18
Charles Schwab
California
$23.4M +$2.73M +154,354 +12%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$22.6M +$5.04M +284,734 +25%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$21.8M -$3.14M -177,552 -12%
Millennium Management
21
Millennium Management
New York
$21.4M +$7.03M +397,399 +43%
Deutsche Bank
22
Deutsche Bank
Germany
$19.5M -$11.7M -661,730 -35%
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$19.5M -$313K -17,680 -1%
SP
24
Solel Partners
Massachusetts
$18.8M – – –
ACB
25
Aristotle Capital Boston
Massachusetts
$18.2M +$1.09M +61,877 +6%
1
2 3 4 5

HLF Hedge Fund Activity: Q1 2023 in Review

210 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q1 2023, worth a combined $1.72B — up 11% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of HLF and 28 opened new positions — a net loss of 6 holders — while 69 trimmed existing stakes and 75 added.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $29.8M. The largest seller was Alua Capital Management, cutting an estimated $25.5M.

  • 210 institutional investors held Herbalife (HLF) as of Q1 2023, down from 217 in Q4 2022.
  • Funds reported $1.72B of Herbalife stock for Q1 2023, up 11% quarter-over-quarter.
  • 28 funds opened new Herbalife positions in Q1 2023 and 34 closed out, a net change of -6 holders.
  • The largest Herbalife buyer in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $29.8M added.
  • The largest Herbalife seller in Q1 2023 was Alua Capital Management, an estimated $25.5M sold.

Based on aggregated 13F filings for Q1 2023.