Nature's Sunshine
NATR
55 hedge funds and large institutions have $127M invested in Nature's Sunshine in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 14
0% more funds holding
Funds holding: 55 → 55 (0)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
0.32% less ownership
Funds ownership: 76.34% → 76.02% (-0.32%)
6% less capital invested
Capital invested by funds: $136M → $127M (-$8.81M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$254K |
| 2 |
Renaissance Technologies
New York
|
+$235K |
| 3 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$167K |
| 4 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$147K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$97.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$312K |
| 2 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$276K |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$241K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$120K |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$99K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
52
BNP Paribas Financial Markets
Paris,
France
| $2.54K | -$18 | -2 | -0.7% |
|
|
MAM
53
Meeder Asset Management
Dublin,
Ohio
| $2K | +$2K | +226 | New |
|
54
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | -$9 | -1 | -2% |
|
|
55
Janus Henderson Group
London,
United Kingdom
| – | -$241K | -25,780 | Closed |
|
|
56
William Blair & Company
Chicago,
Illinois
| – | -$120K | -12,885 | Closed |
|
|
PP
57
Paloma Partners
Greenwich,
Connecticut
| – | -$99K | -10,600 | Closed |
|
58
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$8K | -883 | Closed |
|
|
PIA
59
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$1K | -148 | Closed |
|
|
HNB
60
Huntington National Bank
Columbus,
Ohio
| – | +$9 | +1 | New |
|
NATR Hedge Fund Activity: Q3 2018 in Review
55 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q3 2018, worth a combined $127M — down 6.5% from $136M a quarter earlier.
Fund positioning in NATR was balanced in Q3 2018: 7 funds opened new positions, 7 closed out, 21 added to existing stakes and 14 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $254K. The largest seller was Millennium Management, cutting an estimated $312K.
- 55 institutional investors held Nature's Sunshine (NATR) as of Q3 2018, unchanged from Q2 2018.
- Funds reported $127M of Nature's Sunshine stock for Q3 2018, down 6.5% quarter-over-quarter.
- 7 funds opened new Nature's Sunshine positions in Q3 2018 and 7 closed out, a net change of 0 holders.
- The largest Nature's Sunshine buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $254K added.
- The largest Nature's Sunshine seller in Q3 2018 was Millennium Management, an estimated $312K sold.
Based on aggregated 13F filings for Q3 2018.