Nature's Sunshine
NATR
56 hedge funds and large institutions have $119M invested in Nature's Sunshine in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
2% more funds holding
Funds holding: 55 → 56 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.29% less ownership
Funds ownership: 76.02% → 75.73% (-0.29%)
7% less capital invested
Capital invested by funds: $127M → $119M (-$8.74M)
17% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$159K |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$148K |
| 3 |
Renaissance Technologies
New York
|
+$107K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$101K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$96.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$172K |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$165K |
| 3 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$165K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$140K |
| 5 |
SRAM
Stone Ridge Asset Management
New York
|
-$91K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
51
Meeder Asset Management
Dublin,
Ohio
| $2K | +$182 | +21 | +9% |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| $1K | -$7.45K | -861 | -90% |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $1K | +$337 | +39 | +67% |
|
|
BCA
54
Berman Capital Advisors
Atlanta,
Georgia
| $1K | +$1.12K | +130 | New |
|
|
KWM
55
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$165K | -18,875 | Closed |
|
|
SRAM
56
Stone Ridge Asset Management
New York
| – | -$91K | -10,399 | Closed |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| – | -$28K | -3,200 | Closed |
|
|
JC
58
JBF Capital
Aspen,
Colorado
| – | -$26K | -3,000 | Closed |
|
|
TWA
59
TCI Wealth Advisors
Tucson,
Arizona
| – | +$363 | +42 | New |
|
NATR Hedge Fund Activity: Q4 2018 in Review
56 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2018, worth a combined $119M — down 6.9% from $127M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new NATR positions and 4 closed out — a net gain of 1 holder — while 15 added to existing stakes and 18 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $159K. The largest seller was Millennium Management, cutting an estimated $172K.
- 56 institutional investors held Nature's Sunshine (NATR) as of Q4 2018, up from 55 in Q3 2018.
- Funds reported $119M of Nature's Sunshine stock for Q4 2018, down 6.9% quarter-over-quarter.
- 5 funds opened new Nature's Sunshine positions in Q4 2018 and 4 closed out, a net change of +1 holder.
- The largest Nature's Sunshine buyer in Q4 2018 was Dimensional Fund Advisors, an estimated $159K added.
- The largest Nature's Sunshine seller in Q4 2018 was Millennium Management, an estimated $172K sold.
Based on aggregated 13F filings for Q4 2018.