Renaissance Technologies (NYSE: HLF) reports 5.0M-share Herbalife stake at 4.79%
Rhea-AI Filing Summary
Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation report beneficial ownership of 5,024,668 Herbalife Ltd. common shares, representing 4.79% of the class, in this Amendment No. 8 to a Schedule 13G. The firms report sole voting power and sole dispositive power over all 5,024,668 shares, with no shared voting or dispositive authority. Certain funds managed by Renaissance Technologies LLC have the right to receive dividends and sale proceeds from these securities.
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Key Figures
Beneficial ownership: 5,024,668 shares
Percent of class: 4.79%
Sole voting power: 5,024,668 shares
+3 more
6 metrics
Beneficial ownership
5,024,668 shares
Herbalife common shares beneficially owned by Renaissance entities
Percent of class
4.79%
Portion of Herbalife common shares represented by 5,024,668 shares
Sole voting power
5,024,668 shares
Shares for which Renaissance has sole power to vote or direct the vote
Shared voting power
0 shares
Shares for which Renaissance reports shared power to vote
Sole dispositive power
5,024,668 shares
Shares for which Renaissance has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares for which Renaissance reports shared dispositive power
Key Terms
beneficially owned, sole voting power, sole dispositive power, Schedule 13G, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 5024668"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 5,024,668.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 5,024,668.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"Statement on , and all amendments thereto, with respect to Common Shares"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 4.79 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
FAQ
What percentage of Herbalife (HLF) does Renaissance Technologies report owning?
Renaissance Technologies reports beneficial ownership of 4.79% of Herbalife’s common shares. This reflects 5,024,668 shares with sole voting and dispositive power and no shared authority reported in the Schedule 13G/A amendment.
Which Renaissance entities are reporting Herbalife (HLF) ownership?
The reporting entities are Renaissance Technologies LLC and Renaissance Technologies Holdings Corporation. Both entities report identical beneficial ownership of 5,024,668 Herbalife common shares, equal to 4.79% of the outstanding class.
AI-generated analysis. How Rhea-AI works. Not financial advice.