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Herbalife

192 hedge funds and large institutions have $1.44B invested in Herbalife in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 70 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0.51% more ownership

Funds ownership: 108.96%109.47% (+0.51%)

1% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 70

9% less funds holding

Funds holding: 210192 (-18)

16% less capital invested

Capital invested by funds: $1.72B → $1.44B (-$282M)

41% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $69.7M

46% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 39

Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
3.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
21
Increased
69
Reduced
70
Closed
39
Calls
$40.9M
Puts
$69.7M
Net Calls
-$28.8M
Net Calls Change
+$47.4M

HLF Hedge Fund Activity: Q2 2023 in Review

192 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q2 2023, worth a combined $1.44B — down 16% from $1.72B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of HLF and 21 opened new positions — a net loss of 18 holders — while 70 trimmed existing stakes and 69 added.

The largest buyer was Camber Capital Management, adding an estimated $26.2M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 192 institutional investors held Herbalife (HLF) as of Q2 2023, down from 210 in Q1 2023.
  • Funds reported $1.44B of Herbalife stock for Q2 2023, down 16% quarter-over-quarter.
  • 21 funds opened new Herbalife positions in Q2 2023 and 39 closed out, a net change of -18 holders.
  • The largest Herbalife buyer in Q2 2023 was Camber Capital Management, an estimated $26.2M added.
  • The largest Herbalife seller in Q2 2023 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2023.