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Nature's Sunshine
NATR

65 hedge funds and large institutions have $152M invested in Nature's Sunshine in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less funds holding

Funds holding: 68 → 65 (-3)

12.46% less ownership

Funds ownership: 79.04% → 66.57% (-12%)

14% less capital invested

Capital invested by funds: $178M → $152M (-$25.2M)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
29
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$655K
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$507K
3
BlackRock
BlackRock
New York
+$397K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$371K
5
CCM
Corsair Capital Management
New York
+$338K

Top Sellers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
-$593K
2
Millennium Management
Millennium Management
New York
-$546K
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$527K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$524K
5
MAM
Martingale Asset Management
Massachusetts
-$317K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$418K +$180K +14,525 +108%
Wells Fargo
27
Wells Fargo
California
$400K -$19.5K -1,577 -6%
Morgan Stanley
28
Morgan Stanley
New York
$399K +$236K +19,077 +251%
BFM
29
Boothbay Fund Management
New York
$396K +$328K +26,505 New
Charles Schwab
30
Charles Schwab
California
$352K – – –
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$324K +$97K +7,847 +57%
Connor, Clark & Lunn Investment Management (CC&L)
32
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$304K +$30.4K +2,459 +14%
Axa
33
Axa
France
$287K -$33.4K -2,700 -12%
PPA
34
Parametric Portfolio Associates
Washington
$269K +$6.89K +557 +3%
CWM
35
Centric Wealth Management
Illinois
$254K +$210K +17,000 New
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$234K -$524K -42,414 -73%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$225K +$6.17K +499 +3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$224K +$23K +1,863 +14%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$219K – – –
MAM
40
Martingale Asset Management
Massachusetts
$207K -$317K -25,600 -65%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$197K – – –
ICM
42
Invenomic Capital Management
Massachusetts
$183K +$151K +12,245 New
State of Tennessee, Department of Treasury
43
State of Tennessee, Department of Treasury
Tennessee
$169K +$93.2K +7,535 +198%
B
44
Bailard
California
$167K -$27.2K -2,200 -16%
BCM
45
Brookstone Capital Management
Illinois
$165K – – –
FI
46
FormulaFolio Investments
Michigan
$165K +$137K +11,068 New
PAM
47
Panagora Asset Management
Massachusetts
$157K -$251K -20,333 -66%
Deutsche Bank
48
Deutsche Bank
Germany
$94K +$21.9K +1,770 +39%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$73K – – –
Bank of America
50
Bank of America
North Carolina
$63K +$32.3K +2,609 +160%
1
2
3

NATR Hedge Fund Activity: Q4 2020 in Review

65 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2020, worth a combined $152M — down 14% from $178M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NATR and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 29 added.

The largest buyer was Geode Capital Management, adding an estimated $655K. The largest seller was BOK Financial, exiting entirely with an estimated $593K sold.

  • 65 institutional investors held Nature's Sunshine (NATR) as of Q4 2020, down from 68 in Q3 2020.
  • Funds reported $152M of Nature's Sunshine stock for Q4 2020, down 14% quarter-over-quarter.
  • 7 funds opened new Nature's Sunshine positions in Q4 2020 and 9 closed out, a net change of -2 holders.
  • The largest Nature's Sunshine buyer in Q4 2020 was Geode Capital Management, an estimated $655K added.
  • The largest Nature's Sunshine seller in Q4 2020 was BOK Financial, an estimated $593K sold.

Based on aggregated 13F filings for Q4 2020.