Nature's Sunshine
NATR
81 hedge funds and large institutions have $198M invested in Nature's Sunshine in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 5 closing their positions.
43% more capital invested
Capital invested by funds: $138M → $198M (+$60M)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
3% more funds holding
Funds holding: 79 → 81 (+2)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.03% less ownership
Funds ownership: 76.27% → 76.24% (-0.03%)
21% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$575K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$306K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$269K |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
+$266K |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$236K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$761K |
| 2 |
Charles Schwab
San Francisco,
California
|
-$605K |
| 3 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
-$341K |
| 4 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$311K |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$194K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $2.16K | – | – | – |
|
|
LC
77
Lindbrook Capital
Calabasas,
California
| $683 | – | – | – |
|
78
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $642 | – | – | – |
|
|
2L
79
25 LLC
St. Louis,
Missouri
| $612 | +$512 | +45 | New |
|
|
GWS
80
Glassman Wealth Services
Vienna,
Virginia
| $601 | +$296 | +26 | +144% |
|
|
HNB
81
Huntington National Bank
Columbus,
Ohio
| $14 | – | – | – |
|
|
CWA
82
CM Wealth Advisors
Beachwood,
Ohio
| – | -$311K | -29,530 | Closed |
|
|
AWS
83
Atria Wealth Solutions
New York
| – | -$176K | -17,274 | Closed |
|
84
Citadel Advisors
Miami,
Florida
| – | -$152K | -14,906 | Closed |
|
85
Millennium Management
New York
| – | -$113K | -11,042 | Closed |
|
|
EI
86
Ellevest Inc
New York
| – | -$1.31K | -128 | Closed |
|
NATR Hedge Fund Activity: Q2 2023 in Review
81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q2 2023, worth a combined $198M — up 43% from $138M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new NATR positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $575K. The largest seller was Renaissance Technologies, cutting an estimated $761K.
- 81 institutional investors held Nature's Sunshine (NATR) as of Q2 2023, up from 79 in Q1 2023.
- Funds reported $198M of Nature's Sunshine stock for Q2 2023, up 43% quarter-over-quarter.
- 7 funds opened new Nature's Sunshine positions in Q2 2023 and 5 closed out, a net change of +2 holders.
- The largest Nature's Sunshine buyer in Q2 2023 was Kennedy Capital Management, an estimated $575K added.
- The largest Nature's Sunshine seller in Q2 2023 was Renaissance Technologies, an estimated $761K sold.
Based on aggregated 13F filings for Q2 2023.