Nature's Sunshine
NATR
58 hedge funds and large institutions have $123M invested in Nature's Sunshine in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
2% more funds holding
Funds holding: 57 → 58 (+1)
0.21% more ownership
Funds ownership: 77.45% → 77.66% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 19
8% less capital invested
Capital invested by funds: $134M → $123M (-$10.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCMI
Paradigm Capital Management Inc
Albany,
New York
|
+$1.04M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
+$412K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$204K |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$111K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$90.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
-$238K |
| 2 |
Morgan Stanley
New York
|
-$128K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$99.8K |
| 4 |
MSL
Mackay Shields LLC
New York
|
-$96K |
| 5 |
CF
Copperwynd Financial
Scottsdale,
Arizona
|
-$90.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
51
Prelude Capital Management
New York
| $16K | -$9.64K | -1,064 | -35% |
|
|
52
Morgan Stanley
New York
| $14K | -$128K | -14,171 | -90% |
|
53
Legal & General Group
London,
United Kingdom
| $8K | -$5.59K | -617 | -38% |
|
|
AIP
54
Ameritas Investment Partners
Lincoln,
Nebraska
| $8K | – | – | – |
|
|
GWM
55
Geneos Wealth Management
Englewood,
Colorado
| $7K | – | – | – |
|
56
Fidelity Investments
Boston,
Massachusetts
| $3K | – | – | – |
|
|
MAM
57
Meeder Asset Management
Dublin,
Ohio
| $2K | – | – | – |
|
|
MSL
58
Mackay Shields LLC
New York
| – | -$96K | -10,700 | Closed |
|
59
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$9K | -1,054 | Closed |
|
NATR Hedge Fund Activity: Q1 2020 in Review
58 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q1 2020, worth a combined $123M — down 8.1% from $134M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new NATR positions and 2 closed out — a net gain of 1 holder — while 18 added to existing stakes and 19 trimmed.
The largest buyer was Paradigm Capital Management Inc, adding an estimated $1.04M. The largest seller was First Wilshire Securities Management, cutting an estimated $238K.
- 58 institutional investors held Nature's Sunshine (NATR) as of Q1 2020, up from 57 in Q4 2019.
- Funds reported $123M of Nature's Sunshine stock for Q1 2020, down 8.1% quarter-over-quarter.
- 3 funds opened new Nature's Sunshine positions in Q1 2020 and 2 closed out, a net change of +1 holder.
- The largest Nature's Sunshine buyer in Q1 2020 was Paradigm Capital Management Inc, an estimated $1.04M added.
- The largest Nature's Sunshine seller in Q1 2020 was First Wilshire Securities Management, an estimated $238K sold.
Based on aggregated 13F filings for Q1 2020.