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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lamar Smith · $1.0K–$15.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2017-11-20Lamar Smith R–TX-21SaleTraded 10-13 +38d$1K–$15K
2016-08-11Lamar Smith R–TX-21PurchaseTraded 07-25 +17d$1K–$15K
2014-08-14Nick J. Rahall II D–WV-3SaleTraded 07-30 +15d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
189Clearstead Advisors, LLC$01
190NATIONAL BANK OF CANADA /FI/$01
191VIRGINIA RETIREMENT SYSTEMS ET Al$01
192PLATINUM INVESTMENT MANAGEMENT LTD$01
193CIBC Private Wealth Group LLC$01
194Prentice Capital Management, LP$01
195OXFORD ASSET MANAGEMENT LLP$01
196SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
197IMC-Chicago, LLC$01
198Verition Fund Management LLC$01
199EXCHANGE TRADED CONCEPTS, LLC$01
200TWO SIGMA ADVISERS, LP$01
201PICTON MAHONEY ASSET MANAGEMENT$01
202Headlands Technologies LLC$01
203WINTON GROUP Ltd$01
204MFA WEALTH ADVISORS, LLC$01
205Centiva Capital, LP$01
206Y-Intercept (Hong Kong) Ltd$01
207Skaana Management L.P.$01
208READYSTATE ASSET MANAGEMENT LP$01
209AVAII WEALTH MANAGEMENT, LLC$01
210Kearns & Associates LLC$01
211Dunhill Financial, LLC$01
212Scientech Research LLC$01
213Aster Capital Management (DIFC) Ltd$01
214OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 214 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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