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Nature's Sunshine

79 hedge funds and large institutions have $138M invested in Nature's Sunshine in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,467% more call options, than puts

Call options by funds: $47K | Put options by funds: $3K

20% more capital invested

Capital invested by funds: $115M → $138M (+$23.1M)

1.13% more ownership

Funds ownership: 75.14%76.27% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 26

4% less funds holding

Funds holding: 8279 (-3)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

Holders
79
Holders Change
-3
Holders Change %
-3.66%
% of All Funds
1.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
26
Reduced
26
Closed
13
Calls
$47K
Puts
$3K
Net Calls
+$44K
Net Calls Change
+$44K
Name Holding Trade Value Shares
Change
Change in
Stake
WC
1
Wynnefield Capital
New York
$25.3M
FI
2
Fosun International
China
$19.7M
PGCM
3
Prescott Group Capital Management
Oklahoma
$18.2M +$2.95K +300 +0%
PCMI
4
Paradigm Capital Management Inc
New York
$11M -$440K -44,764 -4%
BlackRock
5
BlackRock
New York
$8.28M -$255K -25,908 -3%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.53M +$1.6M +162,275 +34%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.18M +$400K +40,652 +7%
Renaissance Technologies
8
Renaissance Technologies
New York
$6.03M +$20.9K +2,130 +0.4%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$5.05M
PRCP
10
Pacific Ridge Capital Partners
Oregon
$3.33M +$3.2M +325,822 New
Boston Partners
11
Boston Partners
Massachusetts
$3.18M -$171K -17,431 -5%
KCM
12
Kennedy Capital Management
Missouri
$2.68M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.5M +$222K +22,533 +10%
State Street
14
State Street
Massachusetts
$2.1M
Morgan Stanley
15
Morgan Stanley
New York
$1.5M +$142K +14,444 +11%
SC
16
Skylands Capital
Wisconsin
$1.49M -$447K -45,500 -24%
Charles Schwab
17
Charles Schwab
California
$1.28M -$36.2K -3,685 -3%
Northern Trust
18
Northern Trust
Illinois
$1.19M -$8.57K -872 -0.7%
Ameriprise
19
Ameriprise
Minnesota
$1.16M +$552K +56,137 +97%
AA
20
Ancora Advisors
Ohio
$1.15M +$419K +42,564 +61%
TCM
21
Tieton Capital Management
Washington
$1.09M -$69.2K -7,040 -6%
State Board of Administration of Florida Retirement System
22
State Board of Administration of Florida Retirement System
Florida
$727K -$302K -30,754 -30%
Bank of America
23
Bank of America
North Carolina
$573K +$245K +24,945 +80%
MAM
24
Martingale Asset Management
Massachusetts
$515K
SO
25
STRS Ohio
Ohio
$480K

NATR Hedge Fund Activity: Q1 2023 in Review

79 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q1 2023, worth a combined $138M — up 20% from $115M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NATR and 10 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 26 added.

The largest buyer was Pacific Ridge Capital Partners, opening a new position worth an estimated $3.2M. The largest seller was Cove Street Capital, exiting entirely with an estimated $1.09M sold.

  • 79 institutional investors held Nature's Sunshine (NATR) as of Q1 2023, down from 82 in Q4 2022.
  • Funds reported $138M of Nature's Sunshine stock for Q1 2023, up 20% quarter-over-quarter.
  • 10 funds opened new Nature's Sunshine positions in Q1 2023 and 13 closed out, a net change of -3 holders.
  • The largest Nature's Sunshine buyer in Q1 2023 was Pacific Ridge Capital Partners, an estimated $3.2M added.
  • The largest Nature's Sunshine seller in Q1 2023 was Cove Street Capital, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2023.