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Nature's Sunshine
NATR

57 hedge funds and large institutions have $134M invested in Nature's Sunshine in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

9% more capital invested

Capital invested by funds: $123M → $134M (+$10.8M)

0.71% more ownership

Funds ownership: 76.74% → 77.45% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3% less funds holding

Funds holding: 59 → 57 (-2)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
57
Holders Change
-2
Holders Change %
-3.39%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
2
Increased
27
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Wynnefield Capital
New York
+$939K
2
Renaissance Technologies
Renaissance Technologies
New York
+$256K
3
AIM
Alambic Investment Management
California
+$135K
4
NCM
Nantahala Capital Management
Connecticut
+$130K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$113K

Top Sellers

Rank Fund Capital Flow
1
FWSM
First Wilshire Securities Management
California
-$421K
2
N
Nuveen
North Carolina
-$58.4K
3
CF
Copperwynd Financial
Arizona
-$31.3K
4
AG
Advisor Group
Arizona
-$27K
5
Victory Capital Management
Victory Capital Management
Texas
-$24K
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$211K – – –
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$179K +$47.8K +5,089 +34%
MAM
28
Martingale Asset Management
Massachusetts
$170K +$22.6K +2,404 +14%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$165K – – –
Morgan Stanley
30
Morgan Stanley
New York
$142K +$101K +10,759 +213%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$137K +$6.57K +700 +5%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$135K -$939 -100 -0.7%
AIM
33
Alambic Investment Management
California
$129K +$135K +14,409 New
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$125K +$15.3K +1,626 +13%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$123K +$826 +88 +0.6%
UBS Group
36
UBS Group
Switzerland
$119K +$55.1K +5,873 +79%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$117K – – –
PPA
38
Parametric Portfolio Associates
Washington
$112K – – –
JP Morgan Chase
39
JP Morgan Chase
New York
$111K +$81.7K +8,706 +233%
BCM
40
Brookstone Capital Management
Illinois
$99K – – –
MSL
41
Mackay Shields LLC
New York
$96K +$100K +10,700 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$87K – – –
Barclays
43
Barclays
United Kingdom
$80K +$42K +4,470 +101%
Bank of America
44
Bank of America
North Carolina
$54K +$3K +320 +6%
AIG
45
American International Group
New York
$49K -$432 -46 -0.8%
Wells Fargo
46
Wells Fargo
California
$39K +$75 +8 +0.2%
Deutsche Bank
47
Deutsche Bank
Germany
$33K +$836 +89 +2%
PCM
48
Prelude Capital Management
New York
$27K +$5.94K +633 +26%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$19.8K +$7.79K +830 +60%
Citigroup
50
Citigroup
New York
$16K +$5.4K +575 +49%
1
2
3

NATR Hedge Fund Activity: Q4 2019 in Review

57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2019, worth a combined $134M — up 8.8% from $123M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of NATR and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 27 added.

The largest buyer was Wynnefield Capital, adding an estimated $939K. The largest seller was First Wilshire Securities Management, cutting an estimated $421K.

  • 57 institutional investors held Nature's Sunshine (NATR) as of Q4 2019, down from 59 in Q3 2019.
  • Funds reported $134M of Nature's Sunshine stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 2 funds opened new Nature's Sunshine positions in Q4 2019 and 3 closed out, a net change of -1 holder.
  • The largest Nature's Sunshine buyer in Q4 2019 was Wynnefield Capital, an estimated $939K added.
  • The largest Nature's Sunshine seller in Q4 2019 was First Wilshire Securities Management, an estimated $421K sold.

Based on aggregated 13F filings for Q4 2019.