Nature's Sunshine
NATR
81 hedge funds and large institutions have $119M invested in Nature's Sunshine in 2022 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 8 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 28
0.67% more ownership
Funds ownership: 74.5% → 75.17% (+0.67%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2% less funds holding
Funds holding: 83 → 81 (-2)
23% less capital invested
Capital invested by funds: $155M → $119M (-$35.7M)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGCM
Prescott Group Capital Management
Tulsa,
Oklahoma
|
+$4.03M |
| 2 |
WC
Wynnefield Capital
New York
|
+$740K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$581K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$486K |
| 5 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
-$2.43M |
| 2 |
Renaissance Technologies
New York
|
-$1.18M |
| 3 |
CSC
Cove Street Capital
El Segundo,
California
|
-$699K |
| 4 |
BlackRock
New York
|
-$571K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$522K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | -$119 | -12 | -9% |
|
|
GWM
77
Geneos Wealth Management
Englewood,
Colorado
| $1K | – | – | – |
|
|
CS
78
Credit Suisse
Zurich,
Switzerland
| $1K | +$606 | +61 | +469% |
|
|
GWS
79
Glassman Wealth Services
Vienna,
Virginia
| $1K | +$894 | +90 | New |
|
|
RHJA
80
Rice Hall James & Associates
San Diego,
California
| – | -$2.43M | -227,471 | Closed |
|
|
OAM
81
Oppenheimer Asset Management
New York
| – | -$226K | -21,202 | Closed |
|
|
GC
82
Globeflex Capital
San Diego,
California
| – | -$211K | -19,796 | Closed |
|
83
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$155K | -14,543 | Closed |
|
|
DCM
84
Dupont Capital Management
Wilmington,
Delaware
| – | -$132K | -12,406 | Closed |
|
85
Lazard Asset Management
New York
| – | -$51K | -4,795 | Closed |
|
86
Simplex Trading
Chicago,
Illinois
| – | -$22.1K | -2,226 | -98% |
|
87
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$1K | -89 | Closed |
|
NATR Hedge Fund Activity: Q3 2022 in Review
81 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q3 2022, worth a combined $119M — down 23% from $155M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of NATR and 6 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 30 added.
The largest buyer was Prescott Group Capital Management, adding an estimated $4.03M. The largest seller was Rice Hall James & Associates, exiting entirely with an estimated $2.43M sold.
- 81 institutional investors held Nature's Sunshine (NATR) as of Q3 2022, down from 83 in Q2 2022.
- Funds reported $119M of Nature's Sunshine stock for Q3 2022, down 23% quarter-over-quarter.
- 6 funds opened new Nature's Sunshine positions in Q3 2022 and 8 closed out, a net change of -2 holders.
- The largest Nature's Sunshine buyer in Q3 2022 was Prescott Group Capital Management, an estimated $4.03M added.
- The largest Nature's Sunshine seller in Q3 2022 was Rice Hall James & Associates, an estimated $2.43M sold.
Based on aggregated 13F filings for Q3 2022.