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Herbalife
HLF

187 hedge funds and large institutions have $784M invested in Herbalife in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 63 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

4% more funds holding

Funds holding: 180 → 187 (+7)

5% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 60

2.51% less ownership

Funds ownership: 110.68% → 108.17% (-2.5%)

32% less capital invested

Capital invested by funds: $1.15B → $784M (-$368M)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

76% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $87.4M

Holders
187
Holders Change
+7
Holders Change %
+3.89%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
34
Increased
63
Reduced
60
Closed
27
Calls
$20.9M
Puts
$87.4M
Net Calls
-$66.5M
Net Calls Change
+$15.5M

Top Buyers

1
LSV Asset Management
LSV Asset Management
Illinois
+$14.9M
2
IAM
Iridian Asset Management
Connecticut
+$6.24M
3
LFCM
Long Focus Capital Management
Puerto Rico
+$4.93M
4
JAM
Jupiter Asset Management
United Kingdom
+$4.64M
5
Deutsche Bank
Deutsche Bank
Germany
+$4.49M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.7M
2
Marshall Wace
Marshall Wace
United Kingdom
-$11M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$8.65M
4
WPL
WINDACRE PARTNERSHIP LLC
Texas
-$6.76M
5
State Street
State Street
Massachusetts
-$6.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$75.4M +$644K +69,928 +0.7%
ROIC
2
Route One Investment Company
California
$62.1M – – –
WPL
3
WINDACRE PARTNERSHIP LLC
Texas
$57.3M -$6.76M -734,447 -8%
BlackRock
4
BlackRock
New York
$54.8M +$1.33M +144,536 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$46.4M -$1.87M -203,100 -3%
BG
6
Baupost Group
Massachusetts
$36.8M – – –
UBS Group
7
UBS Group
Switzerland
$35.3M -$2.44M -265,020 -5%
Morgan Stanley
8
Morgan Stanley
New York
$27.5M -$20.7M -2,244,612 -37%
LFCM
9
Long Focus Capital Management
Puerto Rico
$26.9M +$4.93M +535,018 +17%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$24.9M -$3.85M -417,748 -11%
LSV Asset Management
11
LSV Asset Management
Illinois
$22.8M +$14.9M +1,619,069 +104%
CCM
12
Camber Capital Management
Massachusetts
$21.6M – – –
BCM
13
Bronte Capital Management
Australia
$19.1M -$393K -42,694 -2%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$18.8M +$971K +105,431 +4%
State Street
15
State Street
Massachusetts
$18.1M -$6.63M -719,606 -22%
Charles Schwab
16
Charles Schwab
California
$17.8M +$1.48M +160,792 +7%
Deutsche Bank
17
Deutsche Bank
Germany
$16.7M +$4.49M +487,367 +27%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$16.4M +$3.54M +384,100 +20%
IAM
19
Iridian Asset Management
Connecticut
$16M +$6.24M +677,739 +44%
FPA
20
First Pacific Advisors
California
$13.1M -$21.1K -2,290 -0.1%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$11.1M +$1.9M +206,530 +15%
SP
22
Solel Partners
Massachusetts
$8.41M – – –
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$8.24M +$2.06M +223,662 +24%
ACB
24
Aristotle Capital Boston
Massachusetts
$8.12M +$77.7K +8,433 +0.8%
Northern Trust
25
Northern Trust
Illinois
$6.3M -$48.4K -5,260 -0.6%
1
2 3 4 5

HLF Hedge Fund Activity: Q3 2024 in Review

187 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2024, worth a combined $784M — down 32% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new HLF positions and 27 closed out — a net gain of 7 holders — while 63 added to existing stakes and 60 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $14.9M. The largest seller was Morgan Stanley, cutting an estimated $20.7M.

  • 187 institutional investors held Herbalife (HLF) as of Q3 2024, up from 180 in Q2 2024.
  • Funds reported $784M of Herbalife stock for Q3 2024, down 32% quarter-over-quarter.
  • 34 funds opened new Herbalife positions in Q3 2024 and 27 closed out, a net change of +7 holders.
  • The largest Herbalife buyer in Q3 2024 was LSV Asset Management, an estimated $14.9M added.
  • The largest Herbalife seller in Q3 2024 was Morgan Stanley, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2024.