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Nature's Sunshine

68 hedge funds and large institutions have $196M invested in Nature's Sunshine in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

24% more capital invested

Capital invested by funds: $159M → $196M (+$37.6M)

5% more funds holding

Funds holding: 6568 (+3)

32% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 28

Holders
68
Holders Change
+3
Holders Change %
+4.62%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.14%
New
10
Increased
19
Reduced
28
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMCP
1
Red Mountain Capital Partners
California
$40.9M -$402K -28,076 -1%
PGCM
2
Prescott Group Capital Management
Oklahoma
$31.7M
WC
3
Wynnefield Capital
New York
$28.7M +$1.05M +73,442 +5%
PCMI
4
Paradigm Capital Management Inc
New York
$24.6M +$374K +26,130 +2%
FWSM
5
First Wilshire Securities Management
California
$23.1M -$17.4K -1,217 -0.1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.64M -$14.3K -1,000 -0.4%
BFA
7
BlackRock Fund Advisors
California
$4.63M -$507K -35,420 -11%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.1M -$732K -51,165 -17%
LSV Asset Management
9
LSV Asset Management
Illinois
$3.11M
State Street
10
State Street
Massachusetts
$2.75M -$734K -51,271 -24%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.37M +$240K +16,780 +14%
Northern Trust
12
Northern Trust
Illinois
$2.34M -$202K -14,149 -9%
BIT
13
BlackRock Institutional Trust
California
$2.16M +$53.2K +3,717 +3%
RFA
14
Reilly Financial Advisors
California
$2.03M -$14.3K -1,000 -0.8%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$1.61M +$1.36M +94,700 New
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$1.16M -$256K -17,900 -21%
WS
17
Wedbush Securities
California
$1.1M -$267K -18,666 -22%
Morgan Stanley
18
Morgan Stanley
New York
$1.01M +$413K +28,841 +94%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$998K
TCIM
20
TIAA CREF Investment Management
New York
$849K +$3.38K +236 +0.5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$811K -$90.4K -6,317 -12%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$703K -$22.6K -1,577 -4%
SO
23
STRS Ohio
Ohio
$696K +$34.3K +2,400 +6%
Citadel Advisors
24
Citadel Advisors
Florida
$686K +$127K +8,900 +28%
Axa
25
Axa
France
$667K +$11.8K +823 +2%

NATR Hedge Fund Activity: Q2 2014 in Review

68 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q2 2014, worth a combined $196M — up 24% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NATR positions and 7 closed out — a net gain of 3 holders — while 19 added to existing stakes and 28 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $1.36M. The largest seller was State Street, cutting an estimated $734K.

  • 68 institutional investors held Nature's Sunshine (NATR) as of Q2 2014, up from 65 in Q1 2014.
  • Funds reported $196M of Nature's Sunshine stock for Q2 2014, up 24% quarter-over-quarter.
  • 10 funds opened new Nature's Sunshine positions in Q2 2014 and 7 closed out, a net change of +3 holders.
  • The largest Nature's Sunshine buyer in Q2 2014 was Wellington Management Group, an estimated $1.36M added.
  • The largest Nature's Sunshine seller in Q2 2014 was State Street, an estimated $734K sold.

Based on aggregated 13F filings for Q2 2014.