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Nature's Sunshine
NATR

68 hedge funds and large institutions have $178M invested in Nature's Sunshine in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

30% more capital invested

Capital invested by funds: $136M → $178M (+$41.2M)

6% more funds holding

Funds holding: 64 → 68 (+4)

1.32% more ownership

Funds ownership: 77.72% → 79.04% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.37%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
8
Increased
17
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$1.99M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$845K
3
Millennium Management
Millennium Management
New York
+$603K
4
BF
BOK Financial
Oklahoma
+$548K
5
Goldman Sachs
Goldman Sachs
New York
+$526K

Top Sellers

Rank Fund Capital Flow
1
FWSM
First Wilshire Securities Management
California
-$2.47M
2
State Street
State Street
Massachusetts
-$203K
3
CF
Copperwynd Financial
Arizona
-$160K
4
AIM
Alambic Investment Management
California
-$121K
5
PAM
Panagora Asset Management
Massachusetts
-$110K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$398K – – –
PAM
27
Panagora Asset Management
Massachusetts
$356K -$110K -10,310 -25%
N
28
Nuveen
North Carolina
$335K – – –
Wells Fargo
29
Wells Fargo
California
$328K +$40.7K +3,802 +15%
BCM
30
Bridgeway Capital Management
Texas
$301K – – –
Charles Schwab
31
Charles Schwab
California
$273K – – –
State Board of Administration of Florida Retirement System
32
State Board of Administration of Florida Retirement System
Florida
$261K +$241K +22,535 New
Axa
33
Axa
France
$253K – – –
MSL
34
Mackay Shields LLC
New York
$212K +$196K +18,300 New
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$207K -$20.5K -1,912 -10%
PPA
36
Parametric Portfolio Associates
Washington
$201K +$52.3K +4,888 +39%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$169K -$94.2K -8,802 -38%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$168K – – –
Jane Street
39
Jane Street
New York
$161K +$149K +13,947 New
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$160K -$16.6K -1,554 -10%
B
41
Bailard
California
$155K +$143K +13,400 New
JP Morgan Chase
42
JP Morgan Chase
New York
$154K +$30.9K +2,887 +27%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$153K – – –
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$152K -$20.1K -1,877 -13%
BCM
45
Brookstone Capital Management
Illinois
$128K – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$127K -$6.42K -600 -5%
TRCT
47
Tower Research Capital (TRC)
New York
$107K +$75.3K +7,043 +323%
Morgan Stanley
48
Morgan Stanley
New York
$88K -$8.93K -835 -10%
AL
49
AJO LP
Pennsylvania
$71K +$65.9K +6,161 New
AIG
50
American International Group
New York
$61K -$1.29K -121 -2%
1
2
3

NATR Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q3 2020, worth a combined $178M — up 30% from $136M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new NATR positions and 4 closed out — a net gain of 4 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $1.99M. The largest seller was First Wilshire Securities Management, exiting entirely with an estimated $2.47M sold.

  • 68 institutional investors held Nature's Sunshine (NATR) as of Q3 2020, up from 64 in Q2 2020.
  • Funds reported $178M of Nature's Sunshine stock for Q3 2020, up 30% quarter-over-quarter.
  • 8 funds opened new Nature's Sunshine positions in Q3 2020 and 4 closed out, a net change of +4 holders.
  • The largest Nature's Sunshine buyer in Q3 2020 was Kennedy Capital Management, an estimated $1.99M added.
  • The largest Nature's Sunshine seller in Q3 2020 was First Wilshire Securities Management, an estimated $2.47M sold.

Based on aggregated 13F filings for Q3 2020.