We are live on ! Find out more
NATR icon

Nature's Sunshine
NATR

81 hedge funds and large institutions have $198M invested in Nature's Sunshine in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $138M → $198M (+$60M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 79 → 81 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.03% less ownership

Funds ownership: 76.27% → 76.24% (-0.03%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
23
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KCM
Kennedy Capital Management
Missouri
+$575K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$306K
3
BCM
Bridgeway Capital Management
Texas
+$269K
4
Los Angeles Capital Management
Los Angeles Capital Management
California
+$266K
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$236K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$761K
2
Charles Schwab
Charles Schwab
California
-$605K
3
SC
Skylands Capital
Wisconsin
-$341K
4
CWA
CM Wealth Advisors
Ohio
-$311K
5
Boston Partners
Boston Partners
Massachusetts
-$194K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$622K +$17.3K +1,522 +3%
RHAM
27
Round Hill Asset Management
California
$611K -$2.56K -225 -0.5%
PAM
28
Panagora Asset Management
Massachusetts
$588K -$899 -79 -0.2%
SO
29
STRS Ohio
Ohio
$563K -$66K -5,800 -12%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$497K +$88.2K +7,749 +27%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$480K +$236K +20,749 +144%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$458K -$45.8K -4,030 -11%
N
33
Nuveen
North Carolina
$391K – – –
PA
34
Procyon Advisors
Connecticut
$348K -$54.7K -4,807 -16%
JP Morgan Chase
35
JP Morgan Chase
New York
$330K +$35.4K +3,109 +15%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$320K +$266K +23,407 New
American Century Companies
37
American Century Companies
Missouri
$304K – – –
Two Sigma Advisers
38
Two Sigma Advisers
New York
$304K -$51.2K -4,500 -17%
Barclays
39
Barclays
United Kingdom
$298K -$82.6K -7,263 -25%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$295K +$67.9K +5,965 +38%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$290K +$21K +1,846 +10%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$274K -$20.5K -1,800 -8%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$267K -$13.5K -1,183 -6%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$261K +$50.3K +4,425 +30%
DAS
45
Dynamic Advisor Solutions
Arizona
$249K +$208K +18,274 New
Man Group
46
Man Group
United Kingdom
$194K +$161K +14,179 New
Franklin Resources
47
Franklin Resources
California
$180K +$2.13K +187 +1%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$166K -$48.7K -4,280 -26%
Goldman Sachs
49
Goldman Sachs
New York
$163K -$68.1K -5,987 -33%
RWM
50
Ritholtz Wealth Management
New York
$162K +$135K +11,847 New
1
2
3 4

NATR Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q2 2023, worth a combined $198M — up 43% from $138M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NATR positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $575K. The largest seller was Renaissance Technologies, cutting an estimated $761K.

  • 81 institutional investors held Nature's Sunshine (NATR) as of Q2 2023, up from 79 in Q1 2023.
  • Funds reported $198M of Nature's Sunshine stock for Q2 2023, up 43% quarter-over-quarter.
  • 7 funds opened new Nature's Sunshine positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest Nature's Sunshine buyer in Q2 2023 was Kennedy Capital Management, an estimated $575K added.
  • The largest Nature's Sunshine seller in Q2 2023 was Renaissance Technologies, an estimated $761K sold.

Based on aggregated 13F filings for Q2 2023.