Morgan Stanley Amends Herbalife Stake Filing (SC 13G/A)

TL;DR

**Morgan Stanley still holds Herbalife shares, signaling continued institutional interest.**

AI Summary

Morgan Stanley filed an amended SC 13G/A on February 8, 2024, indicating its ownership of Herbalife Ltd. (HLF) common shares as of December 31, 2023. This filing, an amendment to a previous one, shows that Morgan Stanley continues to hold a significant, though not necessarily changed, passive stake in the company. For investors, this means a major institutional player still sees value in Herbalife, which can provide a level of confidence or stability for the stock.

Why It Matters

This filing confirms Morgan Stanley's continued passive investment in Herbalife, signaling institutional confidence that can influence other investors' perceptions of the stock's stability.

Risk Assessment

Risk Level: low — This is a routine amendment filing by a large institution, indicating a passive stake, which generally poses low risk to the average investor.

Analyst Insight

Investors should note that a major institution like Morgan Stanley continues to hold a stake in Herbalife, which could be a sign of long-term stability, but this filing alone doesn't indicate any new buying or selling activity.

Key Players & Entities

• Morgan Stanley (company) — the entity filing the SC 13G/A, reporting its ownership in Herbalife Ltd.
• Herbalife Ltd. (company) — the subject company whose common shares are being reported as owned by Morgan Stanley
• December 31, 2023 (date) — the date of the event which required the filing of this statement
• February 8, 2024 (date) — the date the SC 13G/A amendment was filed

Forward-Looking Statements

• Morgan Stanley will maintain a passive investment in Herbalife Ltd. for the foreseeable future. (Morgan Stanley) — medium confidence, target: December 31, 2024

FAQ

From the Filing

0000895421-24-000070.txt : 20240208 0000895421-24-000070.hdr.sgml : 20240208 20240208145812 ACCESSION NUMBER: 0000895421-24-000070 CONFORMED SUBMISSION TYPE: SC 13G/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20240208 DATE AS OF CHANGE: 20240208 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: HERBALIFE LTD. CENTRAL INDEX KEY: 0001180262 STANDARD INDUSTRIAL CLASSIFICATION: WHOLESALE-DRUGS PROPRIETARIES & DRUGGISTS' SUNDRIES [5122] ORGANIZATION NAME: 07 Trade & Services IRS NUMBER: 000000000 STATE OF INCORPORATION: E9 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A SEC ACT: 1934 Act SEC FILE NUMBER: 005-80216 FILM NUMBER: 24608552 BUSINESS ADDRESS: STREET 1: P.O. BOX 309GT STREET 2: UGLAND HOUSE, SOUTH CHURCH STREET CITY: GEORGE TOWN STATE: E9 ZIP: 00000 BUSINESS PHONE: 310 410 9600 MAIL ADDRESS: STREET 1: P.O. BOX 309GT STREET 2: UGLAND HOUSE, SOUTH CHURCH STREET CITY: GEORGE TOWN STATE: E9 ZIP: 00000 FORMER COMPANY: FORMER CONFORMED NAME: HERBALIFE NUTRITION LTD. DATE OF NAME CHANGE: 20180424 FORMER COMPANY: FORMER CONFORMED NAME: HERBALIFE LTD. DATE OF NAME CHANGE: 20041214 FORMER COMPANY: FORMER CONFORMED NAME: WH HOLDINGS CAYMAN ISLANDS LTD DATE OF NAME CHANGE: 20020814 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: MORGAN STANLEY CENTRAL INDEX KEY: 0000895421 STANDARD INDUSTRIAL CLASSIFICATION: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES [6211] ORGANIZATION NAME: 02 Finance IRS NUMBER: 363145972 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: SC 13G/A BUSINESS ADDRESS: STREET 1: 1585 BROADWAY CITY: NEW YORK STATE: NY ZIP: 10036 BUSINESS PHONE: 212-761-4000 MAIL ADDRESS: STREET 1: 1585 BROADWAY CITY: NEW YORK STATE: NY ZIP: 10036 FORMER COMPANY: FORMER CONFORMED NAME: MORGAN STANLEY DEAN WITTER & CO DATE OF NAME CHANGE: 19980326 FORMER COMPANY: FORMER CONFORMED NAME: DEAN WITTER DISCOVER & CO DATE OF NAME CHANGE: 19960315 SC 13G/A 1 HerbalifeLtdHLF.txt MS AMENDMENT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No.1)* HERBALIFE LTD. ----------------------------------------------------- (Name of Issuer) Common Shares ----------------------------------------------------- (Title of Class of Securities) G4412G101 ----------------------------------------------------- (CUSIP Number) December 31, 2023 ----------------------------------------------------- (Date Of Event which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this Schedule is filed: [x] Rule 13d-1(b) [ ] Rule 13d-1(c) [ ] Rule 13d-1(d) * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page. The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes). Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB control number. SEC 1745 (3-06) CUSIP No.G4412G101 13G Page 2 of 8 Pages -------------------------------------------------------------------------------- 1. NAME OF REPORTING PERSON: I.R.S. IDENTIFICATION NO. OF ABOVE PERSON: Morgan Stanley I.R.S. # 36-3145972 -------------------------------------------------------------------------------- 2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP: (a) [ ] (b) [ ] -------------------------------------------------------------------------------- 3. SEC USE ONLY: -------------------------------------------------------------------------------- 4. CITIZENSHIP OR PLACE OF O