Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Herbalife Ltd (HLF)

231 + Investors. Track Smart Money conviction in HLF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -10
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — HLF

Based on 239 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HLF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
239 hedge funds hold HLF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

138 buying124 selling
Last quarter: 138 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-18 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 34 → 44 → 56 → 38. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 17% medium ■ 17% new
158 out of 239 hedge funds have held HLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

35 → 34 → 44 → 56 → 38 new funds/Q
New funds entering each quarter: 34 → 44 → 56 → 38. A growing number of institutions are discovering HLF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 9% 1-2yr ■ 19% new
Entry-cohort mix of 253 holders: 181 (72%) are 2+ year veterans, 24 entered 1–2 years ago, and 48 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
46 of 234 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HLF

In 2026 Q2, 138 hedge funds were net buyers of HLF (38 opened a new position, 100 added to an existing one), while 124 reduced or exited (76 trimmed, 48 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 48% of total institutional value in HLF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 239.

Hedge Fund Ownership: HLF

How many hedge funds hold HLF — quarterly history vs. share price
Quarterly hedge fund ownership of HLF vs. share price

Market Analysis: HLF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HLF

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 3 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: HLF
231 + Investors

Track Smart Money conviction in HLF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 231 249 -7.23%
13F Shares 119M 116M 2.01%
Total Value $1.37B $1.52B -9.93%
New Positions 37 56 -19
Increased Positions 93 80 +13
Closed Positions 50 38 +12
Reduced Positions 72 74 -2
Total Calls 13 12 8.33%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 0.46 0.67 Bullish

Statistics: HLF

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Institutional Holders (2026 Q2)

231 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HLF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HLF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quantedge Capital Pte Ltd 18.41% 1,845,888 $24.3M
2 Iridian Asset Management LLC/Ct 9.39% 2,078,280 $27.3M
3 Solel Partners LP 6.36% 2,848,115 $37.5M
4 Tenzing Global Management, LLC 6.08% 1,000,000 $13.2M
5 Route One Investment Company, L.P. 4.41% 8,348,800 $109.8M
6 Nantahala Capital Management, LLC 2.89% 6,600,000 $86.8M
7 General Equity Holdings LP 2.79% 355,121 $4.7M
8 Manatuck Hill Partners, LLC 2.00% 459,260 $6.0M
9 Penn Capital Management Company, LLC 0.96% 1,145,024 $15.1M
10 Lombard Odier Asset Management (USA) Corp 0.73% 402,500 $5.3M
11 Huber Capital Management LLC 0.71% 368,163 $4.8M
12 Long Focus Capital Management, LLC 0.57% 1,699,200 $22.3M
13 SummerHaven Investment Management, LLC 0.53% 75,069 $987K
14 Arena Capital Advisors, LLC- CA 0.51% 80,910 $1.1M
15 Ares Systematic Credit Ltd 0.50% 62,768 $825K
16 Aristotle Capital Boston, LLC 0.50% 567,829 $7.5M
17 Nantahala Capital Management, LLC 0.49% 1,109,154 $14.6M
18 Bronte Capital Management Pty Ltd. 0.46% 323,386 $4.3M
19 Pekin Hardy Strauss, Inc. 0.36% 313,994 $4.1M
20 Johnson Financial Group, LLC 0.29% 414,590 $5.5M
21 Denali Advisors LLC 0.17% 131,000 $1.7M
22 Shay Capital LLC 0.13% 150,000 $2.0M
23 Range Financial Group LLC 0.10% 26,474 $348K
24 Renaissance Technologies LLC 0.09% 5,024,668 $66.1M
25 Blueshift Asset Management, LLC 0.08% 26,064 $343K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Herbalife Ltd (HLF)

What does the Smart Money Trend signal show for HLF?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HLF positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HLF?

Slight buying edge — 53% buying: Last quarter: 138 funds bought or added vs 124 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HLF holders?

Elite ownership — 48% AUM from top-100 funds: 46 of 234 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in HLF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HLF?

66% of holders stayed for 2+ years: 158 out of 239 hedge funds have held HLF for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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