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Nature's Sunshine
NATR

77 hedge funds and large institutions have $268M invested in Nature's Sunshine in 2021 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

76% more capital invested

Capital invested by funds: $152M → $268M (+$116M)

18% more funds holding

Funds holding: 65 → 77 (+12)

15% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 20

1.39% more ownership

Funds ownership: 66.57% → 67.96% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
77
Holders Change
+12
Holders Change %
+18.46%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
23
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.92M
2
TCM
Tieton Capital Management
Washington
+$3.73M
3
ETM
Euclidean Technologies Management
Washington
+$1.76M
4
HIM
Hillsdale Investment Management
Ontario, Canada
+$1.74M
5
EI
EAM Investors
California
+$1.29M

Top Sellers

Rank Fund Capital Flow
1
NCM
Nantahala Capital Management
Connecticut
-$8.98M
2
PGCM
Prescott Group Capital Management
Oklahoma
-$1.83M
3
Northern Trust
Northern Trust
Illinois
-$932K
4
Renaissance Technologies
Renaissance Technologies
New York
-$435K
5
BFM
Boothbay Fund Management
New York
-$396K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$756K +$22.5K +1,300 +4%
Wells Fargo
27
Wells Fargo
California
$726K +$166K +9,572 +36%
JP Morgan Chase
28
JP Morgan Chase
New York
$712K +$134K +7,721 +28%
CF
29
Copperwynd Financial
Arizona
$688K -$196K -11,315 -25%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$658K -$10.4K -603 -2%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$574K +$123K +7,105 +33%
Charles Schwab
32
Charles Schwab
California
$502K +$27.1K +1,564 +7%
Millennium Management
33
Millennium Management
New York
$498K -$125K -7,243 -23%
Connor, Clark & Lunn Investment Management (CC&L)
34
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$415K +$8.05K +465 +2%
Invesco
35
Invesco
Georgia
$399K +$346K +19,992 New
Axa
36
Axa
France
$383K – – –
MAM
37
Martingale Asset Management
Massachusetts
$380K +$90.1K +5,202 +38%
AllianceBernstein
38
AllianceBernstein
Tennessee
$359K +$312K +18,006 New
PA
39
Procyon Advisors
Connecticut
$343K +$297K +17,164 New
Two Sigma Investments
40
Two Sigma Investments
New York
$322K +$279K +16,120 New
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$313K – – –
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$306K +$5.2K +300 +2%
PPA
43
Parametric Portfolio Associates
Washington
$294K -$55.7K -3,219 -18%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$292K – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$288K -$9.52K -550 -4%
State of Tennessee, Department of Treasury
46
State of Tennessee, Department of Treasury
Tennessee
$279K +$45.6K +2,631 +23%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$264K – – –
Bank of America
48
Bank of America
North Carolina
$264K +$155K +8,976 +212%
Goldman Sachs
49
Goldman Sachs
New York
$259K -$296K -17,074 -57%
B
50
Bailard
California
$224K – – –
1
2
3 4

NATR Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q1 2021, worth a combined $268M — up 76% from $152M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NATR positions and 5 closed out — a net gain of 12 holders — while 23 added to existing stakes and 20 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.92M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $8.98M sold.

  • 77 institutional investors held Nature's Sunshine (NATR) as of Q1 2021, up from 65 in Q4 2020.
  • Funds reported $268M of Nature's Sunshine stock for Q1 2021, up 76% quarter-over-quarter.
  • 17 funds opened new Nature's Sunshine positions in Q1 2021 and 5 closed out, a net change of +12 holders.
  • The largest Nature's Sunshine buyer in Q1 2021 was Vanguard Group, an estimated $6.92M added.
  • The largest Nature's Sunshine seller in Q1 2021 was Nantahala Capital Management, an estimated $8.98M sold.

Based on aggregated 13F filings for Q1 2021.