Herbalife LTD.: which funds bought and sold
Institutions that bought and sold Herbalife shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.
Between March 31, 2026 and June 30, 2026, 127 institutions that filed 13F reports for both quarters added to or opened positions in Herbalife, and 114 cut or closed them. Together they added a net 342K shares, +0.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.2M shares (−2.5%); index fund managers were net buyers of 1.3M shares (+4.8%). 31 opened a new position and 43 sold out entirely.
Bought, Q2 2026 127 institutions, 31 of them new holders Sold, Q2 2026 114 institutions, 43 of them sold out
Net change, all compared +342K shares (+0.3%)
Net change, active managers −1.2M shares (−2.5%), 29 bought, 22 sold
Buyers versus sellers
127 bought 34 114 sold
Active managers and hedge funds 29 bought · 22 sold · −1.2M
Index fund managers 7 bought · 4 sold · +1.3M
Other institutions 91 bought · 88 sold · +182K
Biggest buyers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Solel Partners LP | +988K +53.1% | 2.8M | $37.5M |
| Nantahala Capital Management, LLC Hedge fund | +865K +63.9% | 2.2M | $29.2M |
| Geode Capital Management, LLC Index funds | +837K +31.8% | 3.5M | $45.6M |
| First Trust Advisors LP | +751K +3041.9% | 776K | $10.2M |
| Victory Capital Management Inc Active manager | +557K +81.0% | 1.2M | $16.4M |
| Blackrock, Inc. Index funds | +549K +7.0% | 8.4M | $110M |
| Penn Capital Management Company, LLC Active manager | +457K +66.5% | 1.1M | $15.1M |
| Iridian Asset Management LLC | +457K +28.2% | 2.1M | $27.3M |
| Qube Research & Technologies Ltd Hedge fund | +403K +182.1% | 625K | $8.2M |
| Trexquant Investment LP Hedge fund | +355K +784.5% | 400K | $5.3M |
| General Equity Holdings LP | +355K New position | 355K | $4.7M |
| Algert Global LLC Hedge fund | +326K +442.2% | 400K | $5.3M |
| Jpmorgan Chase & Co | +310K +205.3% | 461K | $5.9M |
| Balyasny Asset Management L.P. Hedge fund | +274K +326.0% | 358K | $4.7M |
| Hotchkis & Wiley Capital Management LLC Active manager | +251K +38.9% | 897K | $11.8M |
| Pacer Advisors, Inc. | +249K +38.6% | 894K | $11.8M |
| Citigroup Inc | +219K +18.8% | 1.4M | $18.2M |
| Picton Mahoney Asset Management | +206K New position | 206K | $2.7M |
| Mai Capital Management | +203K +147000.7% | 203K | $2.7M |
| Csm Advisors, LLC | +202K New position | 202K | $2.7M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| Nantahala Capital Management, LLC Hedge fund | +865K +63.9% | 2.2M | $29.2M |
| Victory Capital Management Inc Active manager | +557K +81.0% | 1.2M | $16.4M |
| Penn Capital Management Company, LLC Active manager | +457K +66.5% | 1.1M | $15.1M |
| Qube Research & Technologies Ltd Hedge fund | +403K +182.1% | 625K | $8.2M |
| Trexquant Investment LP Hedge fund | +355K +784.5% | 400K | $5.3M |
| Algert Global LLC Hedge fund | +326K +442.2% | 400K | $5.3M |
| Balyasny Asset Management L.P. Hedge fund | +274K +326.0% | 358K | $4.7M |
| Hotchkis & Wiley Capital Management LLC Active manager | +251K +38.9% | 897K | $11.8M |
| Alliancebernstein L.P. Active manager | +175K +178.7% | 272K | $4M |
| Panagora Asset Management Inc Active manager | +140K +33.4% | 560K | $7.4M |
Biggest sellers
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −2.7M −52.0% | 2.5M | $33.2M |
| Goldman Sachs Group Inc | −1.3M −43.0% | 1.8M | $23.5M |
| Woodline Partners LP Hedge fund | −1.0M Sold out | 0 | — |
| Deutsche Bank Ag\ | −787K −77.8% | 225K | $3M |
| Bronte Capital Management Pty Ltd. | −617K −65.6% | 323K | $4.3M |
| Renaissance Technologies LLC Hedge fund | −475K −8.6% | 5.0M | $66.1M |
| Jane Street Group, LLC | −357K Sold out | 0 | — |
| Arrowstreet Capital, Limited Partnership Hedge fund | −334K −12.9% | 2.3M | $29.8M |
| Charles Schwab Investment Management Inc Index funds | −328K −13.4% | 2.1M | $27.8M |
| Marshall Wace, LLP Hedge fund | −305K Sold out | 0 | — |
| Morgan Stanley | −217K −23.0% | 727K | $9.6M |
| Prudential Financial Inc | −210K −75.8% | 67K | $884,942 |
| Evoke Wealth, LLC | −204K Sold out | 0 | — |
| UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC | −179K −98.1% | 3,488 | $45,867 |
| BNP Paribas Asset Management Holding S.A. | −164K −84.7% | 30K | $388,859 |
| Informed Momentum Co LLC | −153K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −151K −23.7% | 487K | $6.4M |
| Steelpeak Wealth, LLC | −150K −75.0% | 50K | $657,500 |
| Boothbay Fund Management, LLC Hedge fund | −144K Sold out | 0 | — |
| Susquehanna International Group, LLP | −139K −31.7% | 300K | $4M |
| Institution | Change in shares | Shares June 30, 2026 | Value |
|---|---|---|---|
| FMR LLC Active manager | −2.7M −52.0% | 2.5M | $33.2M |
| Woodline Partners LP Hedge fund | −1.0M Sold out | 0 | — |
| Renaissance Technologies LLC Hedge fund | −475K −8.6% | 5.0M | $66.1M |
| Arrowstreet Capital, Limited Partnership Hedge fund | −334K −12.9% | 2.3M | $29.8M |
| Marshall Wace, LLP Hedge fund | −305K Sold out | 0 | — |
| Millennium Management LLC Hedge fund | −151K −23.7% | 487K | $6.4M |
| Boothbay Fund Management, LLC Hedge fund | −144K Sold out | 0 | — |
| Tudor Investment Corp Et Al Hedge fund | −127K Sold out | 0 | — |
| Citadel Advisors LLC Hedge fund | −99K −46.1% | 116K | $1.5M |
| Invenomic Capital Management LP Hedge fund | −90K Sold out | 0 | — |
New positions
| Institution | Shares | Value June 30, 2026 |
|---|---|---|
| General Equity Holdings LP | 355K | $4.7M |
| Picton Mahoney Asset Management | 206K | $2.7M |
| Csm Advisors, LLC | 202K | $2.7M |
| Segall Bryant & Hamill, LLCActive manager | 138K | $1.8M |
| Y-Intercept (Hong Kong) Ltd | 136K | $1.8M |
| Denali Advisors LLC | 131K | $1.7M |
| Diversify Advisory Services, LLC | 104K | $1.3M |
| SG Americas Securities, LLC | 88K | $1.2M |
| Bw Gestao De Investimentos Ltda. | 80K | $1.1M |
| Vident Advisory, LLC | 57K | $750,734 |
Sold out
| Institution | Shares | Value March 31, 2026 |
|---|---|---|
| Woodline Partners LPHedge fund | 1.0M | $15.2M |
| Jane Street Group, LLC | 357K | $5.3M |
| Marshall Wace, LLPHedge fund | 305K | $4.5M |
| Evoke Wealth, LLC | 204K | $3M |
| Informed Momentum Co LLC | 153K | $2.2M |
| Boothbay Fund Management, LLCHedge fund | 144K | $2.1M |
| Tudor Investment Corp Et AlHedge fund | 127K | $1.9M |
| Susquehanna Portfolio Strategies, LLC | 117K | $1.7M |
| Jump Financial, LLC | 100K | $1.5M |
| Invenomic Capital Management LPHedge fund | 90K | $1.3M |
Who holds the shares
- Institutions reporting
- 233
- Ten largest holders
- 50.5% of 13F-reported shares
- Index fund managers
- 27.5% of 13F-reported shares
- Active managers and hedge funds
- 43.6% of 13F-reported shares
| Type | Bought | Sold | New | Sold out | Net change in shares | Net % |
|---|---|---|---|---|---|---|
| Active managers and hedge funds | 29 | 22 | 4 | 9 | −1.2M | −2.5% |
| Index fund managers | 7 | 4 | 0 | 0 | +1.3M | +4.8% |
| Other institutions | 91 | 88 | 27 | 34 | +182K | +0.6% |