Herbalife Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:HOO Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Nov 24	Buy€19,786	Juan Mendoza	Individual	2,500	€7.91
05 Nov 24	Buy€36,590	Juan Mendoza	Individual	5,000	€7.33
09 Sep 24	Buy€64,395	Juan Mendoza	Individual	10,000	€6.44
26 Aug 24	Buy€78,088	Juan Mendoza	Individual	10,000	€7.81
13 Aug 24	Buy€49,146	Juan Mendoza	Individual	6,721	€7.31
10 May 24	Buy€146,907	Juan Mendoza	Individual	15,000	€9.89
07 May 24	Buy€72,045	Juan Mendoza	Individual	8,000	€9.03
03 May 24	Buy€268,743	Donal Mulligan	Individual	30,000	€8.96
26 Mar 24	Buy€23,864	Henry Wang	Individual	2,778	€8.59
26 Mar 24	Buy€16,428	Celine Genes	Individual	1,888	€8.70
26 Mar 24	Buy€139,610	Juan Mendoza	Individual	16,079	€8.68
26 Mar 24	Buy€46,297	Rodica Macadrai	Individual	5,332	€8.68
11 Mar 24	Buy€91,343	Juan Mendoza	Individual	10,921	€8.36
11 Mar 24	Buy€44,089	Rodica Macadrai	Individual	5,175	€8.52
16 Feb 24	Buy€462,522	Michael Johnson	Individual	61,725	€7.49

Insider Trading Volume

Insider Buying: HOO insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of HOO?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,669,346	1.5%
Hedge Funds	20,206,238	18.1%
Institutions	89,522,562	80.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 92.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
10.4%	The Vanguard Group, Inc.	10,485,843	€68.4m	0.67%	no data
8.56%	Route One Investment Company, L.P.	8,631,411	€56.3m	0%	1.82%
7.91%	The WindAcre Partnership LLC	7,969,053	€51.9m	-8.44%	0.59%
7.56%	BlackRock, Inc.	7,616,675	€49.7m	1.93%	no data
6.4%	Renaissance Technologies LLC	6,450,301	€42.0m	-3.05%	0.06%
5.08%	The Baupost Group, L.L.C.	5,124,526	€33.4m	0%	0.89%
5.04%	UBS Asset Management AG	5,083,793	€33.1m	-3.69%	no data
3.71%	Long Focus Capital Management LLC	3,738,000	€24.4m	16.7%	2.22%
3.66%	Morgan Stanley, Investment Banking and Brokerage Investments	3,692,746	€24.1m	-37%	no data
3.33%	BMO Asset Management Corp.	3,358,893	€21.9m	-11.1%	0.01%
3.15%	LSV Asset Management	3,175,971	€20.7m	104%	0.04%
2.98%	Camber Capital Management LP	3,000,000	€19.6m	0%	0.89%
2.63%	Bronte Capital Management Pty Ltd	2,653,914	€17.3m	-1.58%	0.99%
2.59%	Geode Capital Management, LLC	2,615,514	€17.0m	4.2%	no data
2.5%	State Street Global Advisors, Inc.	2,522,097	€16.4m	-22.2%	no data
2.46%	Charles Schwab Investment Management, Inc.	2,479,957	€16.2m	6.93%	no data
2.3%	Deutsche Asset & Wealth Management	2,317,209	€15.1m	26.6%	no data
2.27%	Hotchkis and Wiley Capital Management, LLC	2,287,600	€14.9m	20.2%	0.05%
2.21%	Iridian Asset Management LLC	2,228,193	€14.5m	43.7%	3.11%
1.81%	First Pacific Advisors, LP	1,827,115	€11.9m	-0.13%	0.13%
1.53%	Jacobs Levy Equity Management Inc	1,539,148	€10.0m	15.5%	0.04%
1.16%	Solel Partners LP	1,169,405	€7.6m	0%	1.71%
1.14%	Dimensional Fund Advisors LP	1,145,228	€7.5m	24.3%	no data
1.12%	Aristotle Capital Boston, LLC	1,129,979	€7.4m	0.75%	0.25%
0.87%	Northern Trust Global Investments	875,774	€5.7m	-0.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 12:08
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Herbalife Ltd. is covered by 21 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
John Staszak	Argus Research Company
Anand Vankawala	Avondale Partners
Fabrizio Spagna	Axia Financial Research