Vanguard reports 5% stake in Herbalife Ltd
Herbalife Ltd reports that Vanguard Capital Management beneficially owns 5,174,384 shares of Common Stock, representing 5% of the class as reported.
Rhea-AI Filing Summary
Herbalife Ltd reports that Vanguard Capital Management beneficially owns 5,174,384 shares of Common Stock, representing 5% of the class as reported. The filing attributes voting and dispositive powers to Vanguard Capital Management and listed affiliates; holdings include securities held for managed funds and client accounts. The statement is signed by Ashley Grim as Head of Global Fund Administration.
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Insights
Vanguard Capital Management reports a 5% beneficial stake in Herbalife Ltd.
Vanguard Capital Management reports 5,174,384 shares (5%) beneficially owned, with sole dispositive power over that amount and sole voting power over 760,127 shares. The filing states ownership includes securities held for Vanguard funds and client accounts.
Cash-flow treatment and any planned dispositions are not disclosed; subsequent filings would report sales or changes in ownership percentage.
Filing follows Schedule 13G aggregation guidance for investment managers.
The statement cites SEC Release No. 34-39538 and aggregates holdings across specified Vanguard affiliates and business divisions. It clarifies that other affiliates disaggregated under the release are not included in this count.
Signatory and filing dates are provided; the declaration aligns with passive investor reporting conventions under Schedule 13G.
Key Figures
Key Terms
Beneficially owned regulatory
Sole dispositive power regulatory
Schedule 13G regulatory
SEC Release No. 34-39538 regulatory
FAQ
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What stake does Vanguard Capital Management report in Herbalife (HLF)?
What dates are tied to this ownership disclosure?
Does the filing identify any other person with more than 5% interest?
AI-generated analysis. How Rhea-AI works. Not financial advice.