Nature's Sunshine
NATR
59 hedge funds and large institutions have $187M invested in Nature's Sunshine in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 6 closing their positions.
34% more capital invested
Capital invested by funds: $140M → $187M (+$47M)
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more funds holding
Funds holding: 57 → 59 (+2)
0.72% more ownership
Funds ownership: 74.19% → 74.9% (+0.72%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $211K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$3.55M |
| 2 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$1.51M |
| 3 |
BlackRock
New York
|
+$834K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$322K |
| 5 |
ACI
Alpha Cubed Investments
Irvine,
California
|
+$268K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
-$4.27M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$731K |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$208K |
| 4 |
EGA
Eagle Global Advisors
Houston,
Texas
|
-$166K |
| 5 |
CEP
Chicago Equity Partners
Chicago,
Illinois
|
-$116K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $7K | +$2.5K | +221 | +76% |
|
52
UBS Group
Zurich,
Switzerland
| $5K | -$10.7K | -943 | -70% |
|
53
JP Morgan Chase
New York
| $3K | -$64.8K | -5,732 | -96% |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $3K | +$2.23K | +197 | New |
|
55
Citigroup
New York
| $2K | -$90.6K | -8,016 | -99% |
|
|
TWA
56
TCI Wealth Advisors
Tucson,
Arizona
| $1K | – | – | – |
|
|
57
LSV Asset Management
Chicago,
Illinois
| – | -$731K | -73,132 | Closed |
|
|
EGA
58
Eagle Global Advisors
Houston,
Texas
| – | -$166K | -16,620 | Closed |
|
|
CEP
59
Chicago Equity Partners
Chicago,
Illinois
| – | -$116K | -11,630 | Closed |
|
60
Simplex Trading
Chicago,
Illinois
| – | -$8K | -800 | Closed |
|
61
Barclays
London,
United Kingdom
| – | -$362 | -32 | -82% |
|
62
AssetMark Inc
Concord,
California
| – | +$11 | +1 | New |
|
|
WAM
63
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | +$124 | +11 | New |
|
NATR Hedge Fund Activity: Q2 2017 in Review
59 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q2 2017, worth a combined $187M — up 34% from $140M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new NATR positions and 6 closed out — a net gain of 2 holders — while 21 added to existing stakes and 16 trimmed.
The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $3.55M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $4.27M.
- 59 institutional investors held Nature's Sunshine (NATR) as of Q2 2017, up from 57 in Q1 2017.
- Funds reported $187M of Nature's Sunshine stock for Q2 2017, up 34% quarter-over-quarter.
- 8 funds opened new Nature's Sunshine positions in Q2 2017 and 6 closed out, a net change of +2 holders.
- The largest Nature's Sunshine buyer in Q2 2017 was Nantahala Capital Management, an estimated $3.55M added.
- The largest Nature's Sunshine seller in Q2 2017 was Paradigm Capital Management Inc, an estimated $4.27M sold.
Based on aggregated 13F filings for Q2 2017.