Nature's Sunshine
NATR
57 hedge funds and large institutions have $134M invested in Nature's Sunshine in 2019 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 3 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 9
9% more capital invested
Capital invested by funds: $123M → $134M (+$10.8M)
0.71% more ownership
Funds ownership: 76.74% → 77.45% (+0.71%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3% less funds holding
Funds holding: 59 → 57 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Wynnefield Capital
New York
|
+$939K |
| 2 |
Renaissance Technologies
New York
|
+$256K |
| 3 |
AIM
Alambic Investment Management
Belvedere,
California
|
+$135K |
| 4 |
NCM
Nantahala Capital Management
New Canaan,
Connecticut
|
+$130K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$421K |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$58.4K |
| 3 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$31.3K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$27K |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$24K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $15K | – | – | – |
|
|
AIP
52
Ameritas Investment Partners
Lincoln,
Nebraska
| $9K | – | – | – |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| $9K | +$2.69K | +287 | +37% |
|
|
GWM
54
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
55
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
MAM
56
Meeder Asset Management
Dublin,
Ohio
| $2K | – | – | – |
|
|
AG
57
Advisor Group
Phoenix,
Arizona
| – | -$27K | -3,200 | Closed |
|
|
58
Victory Capital Management
San Antonio,
Texas
| – | -$24K | -2,950 | Closed |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| – | -$10K | -1,143 | Closed |
|
NATR Hedge Fund Activity: Q4 2019 in Review
57 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2019, worth a combined $134M — up 8.8% from $123M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of NATR and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 27 added.
The largest buyer was Wynnefield Capital, adding an estimated $939K. The largest seller was First Wilshire Securities Management, cutting an estimated $421K.
- 57 institutional investors held Nature's Sunshine (NATR) as of Q4 2019, down from 59 in Q3 2019.
- Funds reported $134M of Nature's Sunshine stock for Q4 2019, up 8.8% quarter-over-quarter.
- 2 funds opened new Nature's Sunshine positions in Q4 2019 and 3 closed out, a net change of -1 holder.
- The largest Nature's Sunshine buyer in Q4 2019 was Wynnefield Capital, an estimated $939K added.
- The largest Nature's Sunshine seller in Q4 2019 was First Wilshire Securities Management, an estimated $421K sold.
Based on aggregated 13F filings for Q4 2019.