Public record / Tickers / HLF

HLF — HERBALIFE LTD.†

Both disclosure regimes on one name: who in Congress filed about HLF, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
3
all PTR rows naming HLF
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
11-20
filed 2017-11-20
13F holders
214
top-214 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lamar Smith · $1.0K–$15.0K

SELL · traded 2017-10-13 → filed 2017-11-20. Ranked over every HLF row by the provable lower bound, never a point estimate.

No member disclosed HLF in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

No dated HLF rows fall inside the trailing 24 months by trade date.

Trade date, not filing date — the lag lives in the table below. 0 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING HLF · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning HLF
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2017-11-20Lamar Smith R–TX-21SELLTraded 10-13 +38d$1K–$15K
2016-08-11Lamar Smith R–TX-21BUYTraded 07-25 +17d$1K–$15K
2014-08-14Nick J. Rahall II D–WV-3SELLTraded 07-30 +15d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 3 ↗

Members active in HLF

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed HLF in the trailing 12 months.

Congress ↔ notable managers · HLF

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Bridgewater Associates $2.8M held
Trimming
0 — $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · HERBALIFE LTD

Merged timeline of congressional filings and notable-manager moves on HLF
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FNEW+193,243 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of HLF for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1Route One Investment Company, L.P.$121M1
2BlackRock, Inc.$115M1
3VANGUARD PORTFOLIO MANAGEMENT LLC$89.6M1
4RENAISSANCE TECHNOLOGIES LLC$81.0M1
5FMR LLC$77.5M1
6VANGUARD CAPITAL MANAGEMENT LLC$65.0M1
7GEODE CAPITAL MANAGEMENT, LLC$38.7M1
8ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$38.2M1
9CHARLES SCHWAB INVESTMENT MANAGEMENT INC$36.0M1
10STATE STREET CORP$35.6M1
11TWO SIGMA INVESTMENTS, LP$33.1M1
12Quantedge Capital Pte Ltd$28.3M1
13DIMENSIONAL FUND ADVISORS LP$27.6M1
14Solel Partners LP$27.4M1
15Long Focus Capital Management, LLC$25.0M1
16IRIDIAN ASSET MANAGEMENT LLC/CT$23.9M1
17Nantahala Capital Management, LLC$19.9M1
18CITIGROUP INC$17.1M1
19Tenzing Global Management, LLC$15.5M1
20Woodline Partners LP$15.2M1
21DEUTSCHE BANK AG\$14.9M1
22MORGAN STANLEY$13.9M1
23NORTHERN TRUST CORP$13.8M1
24VANGUARD FIDUCIARY TRUST CO$10.3M1
25Penn Capital Management Company, LLC$10.1M1
26Aristotle Capital Boston, LLC$10.1M1
27HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$9.5M1
28MILLENNIUM MANAGEMENT LLC$9.4M1
29Invesco Ltd.$8.1M1
30Manatuck Hill Partners, LLC$7.9M1
31NEW YORK STATE COMMON RETIREMENT FUND$7.0M1
32Nuveen, LLC$6.8M1
33SUSQUEHANNA INTERNATIONAL GROUP, LLP$6.5M1
34Connor, Clark & Lunn Investment Management Ltd.$6.2M1
35PANAGORA ASSET MANAGEMENT INC$6.2M1
36Johnson Financial Group, LLC$6.1M1
37Parallax Volatility Advisers, L.P.$5.9M1
38AQR CAPITAL MANAGEMENT LLC$5.8M1
39JANE STREET GROUP, LLC$5.3M1
40SEI INVESTMENTS CO$4.9M1
41GROUP ONE TRADING LLC$4.9M1
42D. E. Shaw & Co., Inc.$4.9M1
43BANK OF AMERICA CORP /DE/$4.8M1
44Huber Capital Management LLC$4.8M1
45Squarepoint Ops LLC$4.5M1
46CIBC Bancorp USA Inc.$4.2M1
47Pekin Hardy Strauss, Inc.$4.2M1
48PRUDENTIAL FINANCIAL INC$4.1M1
49Qube Research & Technologies Ltd$3.3M1
50CITADEL ADVISORS LLC$3.2M1
51Vanguard Global Advisers, LLC$3.1M1
52EVOKE WEALTH, LLC$3.0M1
53Swiss National Bank$3.0M1
54FRANKLIN RESOURCES INC$3.0M1
55SteelPeak Wealth, LLC$2.9M1
56BNP Paribas Asset Management Holding S.A.$2.9M1
57Bridgewater Associates, LP$2.8M1
58UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2.7M1
59UBS Group AG$2.6M1
60JACOBS LEVY EQUITY MANAGEMENT, INC$2.6M1
61WOLVERINE ASSET MANAGEMENT LLC$2.6M1
62Caption Management, LLC$2.3M1
63Mitsubishi UFJ Trust & Banking Corp$2.3M1
64STATE OF WISCONSIN INVESTMENT BOARD$2.2M1
65O'SHAUGHNESSY ASSET MANAGEMENT, LLC$2.2M1
66BOOTHBAY FUND MANAGEMENT, LLC$2.1M1
67Inspire Investing, LLC$2.1M1
68Point72 Asset Management, L.P.$1.9M1
69PRINCIPAL FINANCIAL GROUP INC$1.8M1
70Susquehanna Portfolio Strategies, LLC$1.7M1
71CenterBook Partners LP$1.7M1
72NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$1.6M1
73BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.5M1
74Invenomic Capital Management LP$1.3M1
75Legal & General Group Plc$1.3M1
76ALLIANCEBERNSTEIN L.P.$1.3M1
77TEACHER RETIREMENT SYSTEM OF TEXAS$1.3M1
78BALYASNY ASSET MANAGEMENT L.P.$1.2M1
79Engineers Gate Manager LP$1.2M1
80SummerHaven Investment Management, LLC$1.1M1
81LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$1.1M1
82Quantinno Capital Management LP$1.0M1
83Arena Capital Advisors, LLC- CA$1.0M1
84VANGUARD ASSET MANAGEMENT, Ltd$1.0M1
85MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.0M1
86Grantham, Mayo, Van Otterloo & Co. LLC$947K1
87HUSSMAN STRATEGIC ADVISORS, INC.$927K1
88XTX Topco Ltd$894K1
89Lighthouse Investment Partners, LLC$881K1
90IEQ CAPITAL, LLC$836K1
91MetLife Investment Management, LLC$836K1
92Private Advisory Group LLC$769K1
93NATIXIS$761K1
94Zurcher Kantonalbank (Zurich Cantonalbank)$738K1
95Creative Planning$728K1
96MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$706K1
97Janus Henderson Group Ltd.$700K1
98Trexquant Investment LP$666K1
99MANUFACTURERS LIFE INSURANCE COMPANY, THE$661K1
100WELLS FARGO & COMPANY/MN$661K1
101Bridgefront Capital, LLC$584K1
102Empowered Funds, LLC$550K1
103Freestone Grove Partners LP$545K1
104TWINBEECH CAPITAL LP$541K1
105KLP KAPITALFORVALTNING AS$534K1
106DIVERSIFY WEALTH MANAGEMENT, LLC$528K1
107FOX RUN MANAGEMENT, L.L.C.$523K1
108Harvest Investment Services, LLC$515K1
109Cerity Partners LLC$483K1
110QUADRANT CAPITAL GROUP LLC$460K1
111State of Wyoming$447K1
112Arizona State Retirement System$418K1
113Range Financial Group LLC$418K1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$415K1
115Diversified Trust Co$415K1
116CWM, LLC$409K1
117INTECH INVESTMENT MANAGEMENT LLC$386K1
118Vanguard Investments Australia, Ltd.$373K1
119FIRST TRUST ADVISORS LP$363K1
120TWO SIGMA SECURITIES, LLC$340K1
121Corient Private Wealth LLC$329K1
122Mariner, LLC$326K1
123ENVESTNET ASSET MANAGEMENT INC$306K1
124Tower Research Capital LLC (TRC)$300K1
125SUMMIT SECURITIES GROUP LLC$299K1
126Graham Capital Management, L.P.$283K1
127Blueshift Asset Management, LLC$278K1
128VOYA INVESTMENT MANAGEMENT LLC$261K1
129WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$254K1
130MERCER GLOBAL ADVISORS INC /ADV$249K1
131LAZARD ASSET MANAGEMENT LLC$246K1
132Pictet Asset Management Holding SA$242K1
133Counterpoint Mutual Funds LLC$237K1
134Walleye Capital LLC$234K1
135Inspire Advisors, LLC$225K1
136ProShare Advisors LLC$218K1
137AMERICAN CENTURY COMPANIES INC$192K1
138SEAVIEW INVESTMENT MANAGERS LLC$185K1
139VectorGlobal IAG, Inc.$185K1
140Ensign Peak Advisors, Inc$184K1
141MANGROVE PARTNERS IM, LLC$179K1
142PharVision Advisers, LLC$176K1
143CHICAGO TRUST Co NA$175K1
144Vanguard Personalized Indexing Management, LLC$168K1
145CANADA PENSION PLAN INVESTMENT BOARD$163K1
146Sequoia Financial Advisors, LLC$152K1
147BAUPOST GROUP LLC/MA$136K1
148Walleye Trading LLC$122K1
149NOMURA ASSET MANAGEMENT CO LTD$55.9K1
150WealthCollab, LLC$41.9K1
151Destiny Wealth Partners, LLC$33.9K1
152Kemnay Advisory Services Inc.$30.5K1
153Arax Advisory Partners$23.0K1
154ROYAL BANK OF CANADA$20.0K1
155Steward Partners Investment Advisory, LLC$18.7K1
156Allworth Financial LP$18.3K1
157SIGNATUREFD, LLC$14.7K1
158Larson Financial Group LLC$13.2K1
159FEDERATED HERMES, INC.$9.6K1
160OSAIC HOLDINGS, INC.$7.5K1
161UMB Bank, n.a.$4.7K1
162Q Global Advisors, LLC$3.8K1
163Optiver Holding B.V.$2.2K1
164US BANCORP \DE\$2.2K1
165MAI Capital Management$2.0K1
166Rockefeller Capital Management L.P.$1.8K1
167TFC Financial Management, Inc.$1.5K1
168Medallion Wealth Advisors, LLC$1.5K1
169GSA CAPITAL PARTNERS LLP$1.2K1
170Parkside Financial Bank & Trust$1.2K1
171ALGERT GLOBAL LLC$1.1K1
172Pinnacle Wealth Planning Services, Inc.$1.1K1
173True Wealth Design, LLC$1.0K1
174Caitong International Asset Management Co., Ltd$9571
175Elequin Capital, LP$7071
176Kilter Group LLC$5751
177Quarry LP$5741
178Bell Investment Advisors, Inc$5601
179Virtu Financial LLC$4981
180ACADIAN ASSET MANAGEMENT LLC$4691
181State of Alaska, Department of Revenue$1921
182Federation des caisses Desjardins du Quebec$1771
183Stone House Investment Management, LLC$1621
184FINANCIAL CONSULATE, INC$1481
185NEW YORK STATE TEACHERS RETIREMENT SYSTEM$1391
186KBC Group NV$441
187Smartleaf Asset Management LLC$291
188VANGUARD GROUP INC— value not disclosed1
189Clearstead Advisors, LLC— value not disclosed1
190NATIONAL BANK OF CANADA /FI/— value not disclosed1
191VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
192PLATINUM INVESTMENT MANAGEMENT LTD— value not disclosed1
193CIBC Private Wealth Group LLC— value not disclosed1
194Prentice Capital Management, LP— value not disclosed1
195OXFORD ASSET MANAGEMENT LLP— value not disclosed1
196SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC— value not disclosed1
197IMC-Chicago, LLC— value not disclosed1
198Verition Fund Management LLC— value not disclosed1
199EXCHANGE TRADED CONCEPTS, LLC— value not disclosed1
200TWO SIGMA ADVISERS, LP— value not disclosed1
201PICTON MAHONEY ASSET MANAGEMENT— value not disclosed1
202Headlands Technologies LLC— value not disclosed1
203WINTON GROUP Ltd— value not disclosed1
204MFA WEALTH ADVISORS, LLC— value not disclosed1
205Centiva Capital, LP— value not disclosed1
206Y-Intercept (Hong Kong) Ltd— value not disclosed1
207Skaana Management L.P.— value not disclosed1
208READYSTATE ASSET MANAGEMENT LP— value not disclosed1
209AVAII WEALTH MANAGEMENT, LLC— value not disclosed1
210Kearns & Associates LLC— value not disclosed1
211Dunhill Financial, LLC— value not disclosed1
212Scientech Research LLC— value not disclosed1
213Aster Capital Management (DIFC) Ltd— value not disclosed1
214OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 187 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on HLF

RETAINED WINDOW · ACTIVE HITS

Zero hits on HLF in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for HLF · financials and macro

Financials — as filed PLANNED

HLF's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: HLF on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing