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Nature's Sunshine
NATR

70 hedge funds and large institutions have $198M invested in Nature's Sunshine in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

7% less funds holding

Funds holding: 75 → 70 (-5)

9% less capital invested

Capital invested by funds: $217M → $198M (-$18.4M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
2.03%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
3
Increased
25
Reduced
27
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WC
Wynnefield Capital
New York
+$1.1M
2
Axa
Axa
France
+$204K
3
CS
Credit Suisse
Switzerland
+$151K
4
MAM
Meeder Asset Management
Ohio
+$149K
5
LSV Asset Management
LSV Asset Management
Illinois
+$110K

Top Sellers

Rank Fund Capital Flow
1
PCMI
Paradigm Capital Management Inc
New York
-$345K
2
Morgan Stanley
Morgan Stanley
New York
-$279K
3
Millennium Management
Millennium Management
New York
-$275K
4
BFA
BlackRock Fund Advisors
California
-$253K
5
BIT
BlackRock Institutional Trust
California
-$224K
Name Holding Trade Value Shares
Change 		Change in
Stake
RMCP
1
Red Mountain Capital Partners
California
$42.2M – – –
PGCM
2
Prescott Group Capital Management
Oklahoma
$32.3M – – –
WC
3
Wynnefield Capital
New York
$28.7M +$1.1M +59,796 +4%
FWSM
4
First Wilshire Securities Management
California
$23.5M -$177K -9,588 -0.7%
PCMI
5
Paradigm Capital Management Inc
New York
$23.5M -$345K -18,700 -1%
BFA
6
BlackRock Fund Advisors
California
$5.17M -$253K -13,741 -4%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.98M +$42.6K +2,310 +0.8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.75M – – –
State Street
9
State Street
Massachusetts
$3.88M +$16.5K +894 +0.4%
LSV Asset Management
10
LSV Asset Management
Illinois
$3.2M +$110K +5,993 +3%
Northern Trust
11
Northern Trust
Illinois
$2.83M +$14.8K +801 +0.5%
BIT
12
BlackRock Institutional Trust
California
$2.16M -$224K -12,163 -9%
WS
13
Wedbush Securities
California
$1.73M -$1.58K -86 -0.1%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.62M +$71.9K +3,900 +4%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$1.52M -$42.4K -2,300 -3%
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$1.43M -$9.22K -500 -0.6%
MCM
17
McKinley Capital Management
Alaska
$979K -$1.64K -89 -0.2%
TCIM
18
TIAA CREF Investment Management
New York
$862K – – –
Geode Capital Management
19
Geode Capital Management
Massachusetts
$813K -$64K -3,470 -7%
Morgan Stanley
20
Morgan Stanley
New York
$812K -$279K -15,150 -24%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$789K -$5.68K -308 -0.7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$779K -$158K -8,546 -16%
BIM
23
BlackRock Investment Management
Delaware
$638K -$23.2K -1,257 -3%
SO
24
STRS Ohio
Ohio
$618K -$111K -6,000 -14%
SPH
25
Steel Partners Holdings
New York
$605K – – –
1
2 3

NATR Hedge Fund Activity: Q4 2013 in Review

70 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q4 2013, worth a combined $198M — down 8.5% from $217M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of NATR and 3 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 25 added.

The largest buyer was Wynnefield Capital, adding an estimated $1.1M. The largest seller was Paradigm Capital Management Inc, cutting an estimated $345K.

  • 70 institutional investors held Nature's Sunshine (NATR) as of Q4 2013, down from 75 in Q3 2013.
  • Funds reported $198M of Nature's Sunshine stock for Q4 2013, down 8.5% quarter-over-quarter.
  • 3 funds opened new Nature's Sunshine positions in Q4 2013 and 7 closed out, a net change of -4 holders.
  • The largest Nature's Sunshine buyer in Q4 2013 was Wynnefield Capital, an estimated $1.1M added.
  • The largest Nature's Sunshine seller in Q4 2013 was Paradigm Capital Management Inc, an estimated $345K sold.

Based on aggregated 13F filings for Q4 2013.