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Nature's Sunshine

65 hedge funds and large institutions have $159M invested in Nature's Sunshine in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less funds holding

Funds holding: 7065 (-5)

20% less capital invested

Capital invested by funds: $198M → $159M (-$39.7M)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.88%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
5
Increased
19
Reduced
27
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMCP
1
Red Mountain Capital Partners
California
$33.6M
PGCM
2
Prescott Group Capital Management
Oklahoma
$25.7M
WC
3
Wynnefield Capital
New York
$22.3M +$127K +8,053 +0.5%
PCMI
4
Paradigm Capital Management Inc
New York
$19.6M +$1.06M +67,070 +5%
FWSM
5
First Wilshire Securities Management
California
$18.8M +$61.4K +3,890 +0.3%
BFA
6
BlackRock Fund Advisors
California
$4.25M +$146K +9,266 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$4.03M +$80.2K +5,078 +2%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$3.78M
State Street
9
State Street
Massachusetts
$2.94M -$172K -10,866 -5%
LSV Asset Management
10
LSV Asset Management
Illinois
$2.52M -$21.6K -1,368 -0.7%
Northern Trust
11
Northern Trust
Illinois
$2.1M -$177K -11,233 -7%
BIT
12
BlackRock Institutional Trust
California
$1.7M -$20.1K -1,274 -1%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.69M +$461K +29,220 +31%
RFA
14
Reilly Financial Advisors
California
$1.65M +$1.89M +119,389 New
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$1.19M -$24.1K -1,529 -2%
WS
16
Wedbush Securities
California
$1.15M -$259K -16,391 -16%
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$799K -$357K -22,600 -28%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$745K +$113K +7,156 +15%
TCIM
19
TIAA CREF Investment Management
New York
$686K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$593K -$31.2K -1,977 -4%
SO
21
STRS Ohio
Ohio
$532K +$45.8K +2,900 +8%
Axa
22
Axa
France
$530K +$199K +12,582 +49%
BIM
23
BlackRock Investment Management
Delaware
$517K +$10.3K +650 +2%
SPH
24
Steel Partners Holdings
New York
$481K
Citadel Advisors
25
Citadel Advisors
Florida
$434K +$279K +17,657 +128%

NATR Hedge Fund Activity: Q1 2014 in Review

65 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q1 2014, worth a combined $159M — down 20% from $198M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of NATR and 5 opened new positions — a net loss of 5 holders — while 27 trimmed existing stakes and 19 added.

The largest buyer was Reilly Financial Advisors, opening a new position worth an estimated $1.89M. The largest seller was McKinley Capital Management, exiting entirely with an estimated $979K sold.

  • 65 institutional investors held Nature's Sunshine (NATR) as of Q1 2014, down from 70 in Q4 2013.
  • Funds reported $159M of Nature's Sunshine stock for Q1 2014, down 20% quarter-over-quarter.
  • 5 funds opened new Nature's Sunshine positions in Q1 2014 and 10 closed out, a net change of -5 holders.
  • The largest Nature's Sunshine buyer in Q1 2014 was Reilly Financial Advisors, an estimated $1.89M added.
  • The largest Nature's Sunshine seller in Q1 2014 was McKinley Capital Management, an estimated $979K sold.

Based on aggregated 13F filings for Q1 2014.