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HERBALIFE LTD. hedge fund holdings

HLFNYSE
$12.56+0.28 (+2.28%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

HLF · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+44.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257971$68.5M$80.1M192Aug 14, 2025
Q3 20257970$77.3M$82.7M205Nov 14, 2025
Q4 20259279$167M$150M220Feb 14, 2026
Q1 20269987$160M$145M242May 15, 2026
Q2 20269694$165M$166M217Aug 14, 2026

Quarterly action breakdown

Q2 2026
217 filers
New position
27
$19.8M+1.5M sh
Increased
69
$145M+11.1M sh
Reduced
53
-$122M-9.31M sh
Out / sold
41
-$43.5M-3.3M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Solel Partners LPAdded 53.07%+$13M$37.5M6.36%Aug 14, 2026
Nantahala Capital Management, LLCAdded 63.88%+$11.4M$29.2M0.48%Aug 19, 2026
First Trust Advisors LPAdded 3041.94%+$9.87M$10.2M0.01%Aug 11, 2026
Bronte Capital Management Pty Ltd.Reduce 65.59%-$8.11M$4.25M0.46%Aug 5, 2026
Penn Capital Management Company, LLCAdded 66.51%+$6.02M$15.1M0.96%Jul 30, 2026
Iridian Asset Management LLCAdded 28.16%+$6.01M$27.3M9.39%Jul 29, 2026
General Equity Holdings LPNew Buy+$4.67M$4.67M2.79%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 38.91%+$3.3M$11.8M0.03%Aug 14, 2026
Pacer Advisors, Inc.Added 38.62%+$3.27M$11.8M0.03%Aug 13, 2026
Evoke Wealth, LLCSell 100%-$3.01M$00.00%Aug 10, 2026
Picton Mahoney Asset ManagementNew Buy+$2.71M$2.71M0.02%Aug 13, 2026
CSM Advisors, LLCNew Buy+$2.66M$2.66M0.06%Aug 14, 2026
Quantinno Capital Management LPAdded 237.18%+$2.22M$3.16M0.00%Aug 13, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 84.73%-$2.16M$389K0.00%Aug 13, 2026
SteelPeak Wealth, LLCReduce 75.00%-$1.97M$658K0.02%Jul 13, 2026
Q Global Advisors, LLCAdded 55.41%+$1.9M$5.33M3.40%Aug 14, 2026
Segall Bryant & Hamill, LLCNew Buy+$1.82M$1.82M0.02%Aug 12, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$1.73M$00.00%Aug 14, 2026
Route One Investment Company, L.P.Added 1.48%+$1.6M$110M4.41%Aug 14, 2026
Aristotle Capital Boston, LLCReduce 16.73%-$1.5M$7.47M0.50%Aug 14, 2026
Invenomic Capital Management LPSell 100%-$1.32M$00.00%Aug 14, 2026
Diversify Advisory Services, LLCNew Buy+$1.27M$1.27M0.02%Aug 10, 2026
Inspire Investing, LLCReduce 62.40%-$1.16M$699K0.03%Aug 12, 2026
Mitsubishi UFJ Trust & Banking CorpReduce 55.84%-$1.12M$890K0.00%Aug 6, 2026
Thompson Siegel & Walmsley LLCAdded 30.51%+$1.11M$4.73M0.08%Aug 11, 2026
BW Gestao de Investimentos Ltda.New Buy+$1.05M$1.05M0.02%Aug 14, 2026
Bridgewater Associates, LPReduce 40.00%-$1.02M$1.52M0.01%Aug 14, 2026
Quantedge Capital Pte LtdReduce 3.94%-$996K$24.3M18.41%Aug 6, 2026
Hussman Strategic Advisors, Inc.Sell 100%-$927K$00.00%Aug 3, 2026
Lighthouse Investment Partners, LLCSell 100%-$881K$00.00%Aug 14, 2026
Diversify Wealth Management, LLCAdded 216.01%+$870K$1.27M0.02%Jul 30, 2026
Graham Capital Management, L.P.Added 318.23%+$804K$1.06M0.02%Aug 14, 2026
Private Advisory Group LLCSell 100%-$769K$00.00%Aug 6, 2026
Tenzing Global Management, LLCReduce 4.76%-$658K$13.2M6.08%Aug 14, 2026
Bridgefront Capital, LLCSell 100%-$584K$00.00%Aug 14, 2026
Huber Capital Management LLCAdded 13.05%+$559K$4.84M0.71%Aug 12, 2026
Fox Run Management, L.L.C.Sell 100%-$523K$00.00%Aug 4, 2026
Harvest Investment Services, LLCSell 100%-$515K$00.00%Aug 14, 2026
Freestone Grove Partners LPAdded 103.39%+$503K$990K0.01%Aug 14, 2026
Campbell & CO Investment Adviser LLCNew Buy+$442K$442K0.02%Aug 3, 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduce 50.53%-$427K$418K0.00%Aug 13, 2026
Pekin Hardy Strauss, Inc.Added 10.18%+$382K$4.13M0.36%Jul 30, 2026
Empowered Funds, LLCReduce 67.83%-$333K$158K0.00%Aug 17, 2026
Insigneo Advisory Services, LLCNew Buy+$330K$330K0.01%Aug 14, 2026
One Wealth Advisors, LLCNew Buy+$307K$307K0.03%Aug 6, 2026
Summit Securities Group LLCSell 100%-$299K$00.00%Aug 3, 2026
CenterBook Partners LPReduce 18.35%-$275K$1.22M0.06%Aug 11, 2026
Swiss Life Asset Management LtdNew Buy+$272K$272K0.00%Jul 29, 2026
Canada Pension Plan Investment BoardAdded 173.87%+$254K$400K0.00%Aug 14, 2026
Twinbeech Capital LPReduce 50.20%-$243K$241K0.04%Aug 14, 2026
Ares Systematic Credit LtdAdded 39.73%+$235K$825K0.50%Aug 14, 2026
KLP Kapitalforvaltning AsReduce 40.22%-$192K$285K0.00%Aug 12, 2026
Jefferies Financial Group Inc.New Buy+$188K$188K0.00%Aug 17, 2026
PharVision Advisers, LLCSell 100%-$176K$00.00%Aug 11, 2026
Wedbush Securities IncSell 100%-$168K$00.00%Jul 28, 2026
Diversified Trust CoAdded 44.04%+$163K$534K0.01%Jul 17, 2026
Sequoia Financial Advisors, LLCSell 100%-$152K$00.00%Jul 17, 2026
Tocqueville Asset Management L.P.New Buy+$144K$144K0.00%Aug 10, 2026
Tidal Investments LLCNew Buy+$140K$140K0.00%Aug 13, 2026
EMC Capital ManagementSell 100%-$139K$00.00%Jul 29, 2026
Arena Capital Advisors, LLC- CAAdded 14.10%+$132K$1.06M0.51%Jul 23, 2026
Blueshift Asset Management, LLCAdded 37.82%+$94K$343K0.08%Aug 14, 2026
Inspire Advisors, LLCAdded 44.43%+$89.3K$290K0.02%Aug 13, 2026
Nomura Asset Management Co LtdSell 100%-$55.9K$00.00%Aug 13, 2026
LSV Asset ManagementReduce 0.12%-$42.1K$34.5M0.06%Aug 6, 2026
Destiny Wealth Partners, LLCSell 100%-$33.9K$00.00%Aug 7, 2026
Kemnay Advisory Services Inc.Sell 100%-$30.5K$00.00%Aug 14, 2026
DV Trading LLCNew Buy+$25.3K$25.3K0.00%Aug 14, 2026
Massachusetts Financial Services CoAdded 2.53%+$22.9K$926K0.00%Aug 3, 2026
Great Lakes Advisors, LLCReduce 5.37%-$20.2K$357K0.00%Aug 10, 2026
Stone House Investment Management, LLCAdded 6854.55%+$9.92K$10.1K0.00%Aug 5, 2026
Harbor Capital Advisors, Inc.Added 2.75%+$6.34K$237K0.02%Aug 7, 2026
Sound Income Strategies, LLCSell 100%-$5.76K$00.00%Jul 20, 2026
Public Employees Retirement Association of ColoradoReduce 2.49%-$4.53K$177K0.00%Aug 11, 2026
Quarry LPAdded 720.51%+$3.7K$4.21K0.00%Aug 14, 2026
CHICAGO TRUST Co NAReduce 2.01%-$3.14K$153K0.02%Jul 16, 2026
Institute for Wealth Management, LLC.New Buy+$2.97K$2.97K0.00%Jul 28, 2026
William B. Walkup & Associates, Inc.New Buy+$2.3K$2.3K0.00%Jul 30, 2026
Versant Capital Management, IncAdded 12.34%+$1.82K$16.5K0.00%Jul 2, 2026
UMB Bank, n.a.Reduce 37.34%-$1.55K$2.6K0.00%Aug 13, 2026
TFC Financial Management, Inc.Sell 100%-$1.47K$00.00%Jul 23, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$765$00.00%Aug 13, 2026
Bogart Wealth, LLCNew Buy+$592$5920.00%Jul 24, 2026
Bare Financial Services, IncSell 100%-$515$00.00%Jul 27, 2026
Johnson Financial Group, LLCAdded 0.01%+$395$5.45M0.29%Aug 6, 2026
Financial Consulate, IncSell 100%-$148$00.00%Jul 23, 2026
Dunhill Financial, LLCSell 100%-$18$00.00%Aug 7, 2026

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