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Nature's Sunshine

65 hedge funds and large institutions have $167M invested in Nature's Sunshine in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less funds holding

Funds holding: 6865 (-3)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

15% less capital invested

Capital invested by funds: $196M → $167M (-$29.1M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
65
Holders Change
-3
Holders Change %
-4.41%
% of All Funds
1.89%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
6
Increased
20
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMCP
1
Red Mountain Capital Partners
California
$35.7M
PGCM
2
Prescott Group Capital Management
Oklahoma
$27.7M
WC
3
Wynnefield Capital
New York
$26.5M +$1.96M +123,414 +7%
PCMI
4
Paradigm Capital Management Inc
New York
$21M -$571K -36,035 -2%
FWSM
5
First Wilshire Securities Management
California
$19.2M -$1.04M -65,418 -5%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$4.05M
BFA
7
BlackRock Fund Advisors
California
$3.79M -$266K -16,758 -6%
Vanguard Group
8
Vanguard Group
Pennsylvania
$3.69M +$113K +7,150 +3%
LSV Asset Management
9
LSV Asset Management
Illinois
$2.63M -$93.5K -5,900 -3%
State Street
10
State Street
Massachusetts
$2.43M +$31.2K +1,970 +1%
Renaissance Technologies
11
Renaissance Technologies
New York
$2.33M +$271K +17,100 +12%
Northern Trust
12
Northern Trust
Illinois
$2M -$48.3K -3,047 -2%
RFA
13
Reilly Financial Advisors
California
$1.76M
BIT
14
BlackRock Institutional Trust
California
$1.66M -$241K -15,219 -12%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$1.01M
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$872K
TCIM
17
TIAA CREF Investment Management
New York
$757K +$16.8K +1,062 +2%
Morgan Stanley
18
Morgan Stanley
New York
$736K -$156K -9,871 -17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$711K +$1.68K +106 +0.2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$706K +$97.9K +6,180 +15%
Axa
21
Axa
France
$606K +$25.3K +1,600 +4%
SO
22
STRS Ohio
Ohio
$595K -$14.3K -900 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$585K -$15.7K -992 -2%
BIM
24
BlackRock Investment Management
Delaware
$538K +$5.32K +336 +0.9%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$528K -$30.4K -1,919 -5%

NATR Hedge Fund Activity: Q3 2014 in Review

65 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q3 2014, worth a combined $167M — down 15% from $196M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of NATR and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Wynnefield Capital, adding an estimated $1.96M. The largest seller was Wellington Management Group, exiting entirely with an estimated $1.61M sold.

  • 65 institutional investors held Nature's Sunshine (NATR) as of Q3 2014, down from 68 in Q2 2014.
  • Funds reported $167M of Nature's Sunshine stock for Q3 2014, down 15% quarter-over-quarter.
  • 6 funds opened new Nature's Sunshine positions in Q3 2014 and 9 closed out, a net change of -3 holders.
  • The largest Nature's Sunshine buyer in Q3 2014 was Wynnefield Capital, an estimated $1.96M added.
  • The largest Nature's Sunshine seller in Q3 2014 was Wellington Management Group, an estimated $1.61M sold.

Based on aggregated 13F filings for Q3 2014.