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Nature's Sunshine
NATR

70 hedge funds and large institutions have $198M invested in Nature's Sunshine in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

7% less funds holding

Funds holding: 75 → 70 (-5)

9% less capital invested

Capital invested by funds: $217M → $198M (-$18.4M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
3
Increased
25
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Wynnefield Capital
New York
+$1.1M
2
Axa
Axa
France
+$204K
3
CS
Credit Suisse
Switzerland
+$151K
4
MAM
Meeder Asset Management
Ohio
+$149K
5
LSV Asset Management
LSV Asset Management
Illinois
+$110K

Top Sellers

Rank Fund Capital Flow
1
PCMI
Paradigm Capital Management Inc
New York
-$345K
2
Morgan Stanley
Morgan Stanley
New York
-$279K
3
Millennium Management
Millennium Management
New York
-$275K
4
BFA
BlackRock Fund Advisors
California
-$253K
5
BIT
BlackRock Institutional Trust
California
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
51
BlackRock Advisors
Delaware
$115K +$3.67K +199 +3%
Citigroup
52
Citigroup
New York
$111K +$64.2K +3,481 +118%
Federated Hermes
53
Federated Hermes
Pennsylvania
$100K -$13.2K -717 -11%
TRCT
54
Tower Research Capital (TRC)
New York
$42K +$36.4K +1,973 +411%
RFC
55
Russell Frank Company
Washington
$41K -$47K -2,550 -51%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$37K +$2.23K +121 +6%
Bank of America
57
Bank of America
North Carolina
$37K +$3.23K +175 +9%
Barclays
58
Barclays
United Kingdom
$28K -$2.65K -144 -8%
CRM
59
Cramer Rosenthal McGlynn
Connecticut
$28K – – –
CIM
60
Contravisory Investment Management
Massachusetts
$18K +$92 +5 +0.5%
PFSC
61
Peoples Financial Services Corp
Pennsylvania
$17K +$18.4K +1,000 New
U
62
UBS
Switzerland
$16K +$6.32K +343 +57%
Invesco
63
Invesco
Georgia
$12K +$406 +22 +3%
OSAM
64
O'Shaughnessy Asset Management
Connecticut
$11K +$6.82K +370 +147%
BlackRock
65
BlackRock
New York
$6K – – –
FMT
66
First Mercantile Trust
Tennessee
$3K – – –
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$2.42K +$2.58K +140 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$158 -$17K -921 -9%
Millennium Management
69
Millennium Management
New York
– -$275K -14,468 Closed
MC
70
Menta Capital
California
– -$192K -10,114 Closed
PCM
71
Prelude Capital Management
New York
– -$30K -1,600 Closed
QBFM
72
QS Batterymarch Financial Management
New York
– -$21K -1,100 Closed
SGAM
73
Smith Group Asset Management
Texas
– -$16K -840 Closed
Ameriprise
74
Ameriprise
Minnesota
– -$13K -680 Closed
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
– -$4K -186 Closed
1 2
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NATR Hedge Fund Activity: Q4 2013 in Review

70 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2013, worth a combined $198M — down 8.5% from $217M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NATR and 3 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was Wynnefield Capital, adding an estimated $1.1M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $345K.

  • 70 institutional investors held Nature's Sunshine (NATR) as of Q4 2013, down from 75 in Q3 2013.
  • Funds reported $198M of Nature's Sunshine stock for Q4 2013, down 8.5% quarter-over-quarter.
  • 3 funds opened new Nature's Sunshine positions in Q4 2013 and 7 closed out, a net change of -4 holders.
  • The largest Nature's Sunshine buyer in Q4 2013 was Wynnefield Capital, an estimated $1.1M added.
  • The largest Nature's Sunshine seller in Q4 2013 was Paradigm Capital Management Inc, an estimated $345K sold.

Based on aggregated 13F filings for Q4 2013.