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Nature's Sunshine

81 hedge funds and large institutions have $198M invested in Nature's Sunshine in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $138M → $198M (+$60M)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

3% more funds holding

Funds holding: 7981 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.03% less ownership

Funds ownership: 76.27%76.24% (-0.03%)

21% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 29

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
7
Increased
23
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FI
1
Fosun International
China
$40M
WC
2
Wynnefield Capital
New York
$33.8M
PGCM
3
Prescott Group Capital Management
Oklahoma
$24.3M
PCMI
4
Paradigm Capital Management Inc
New York
$14.8M
BlackRock
5
BlackRock
New York
$11.1M +$19.7K +1,735 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.65M -$71K -6,239 -1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$8.63M +$306K +26,856 +4%
Renaissance Technologies
8
Renaissance Technologies
New York
$7.15M -$761K -66,900 -11%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$6.74M -$17.8K -1,563 -0.3%
PRCP
10
Pacific Ridge Capital Partners
Oregon
$4.68M +$196K +17,245 +5%
KCM
11
Kennedy Capital Management
Missouri
$4.27M +$575K +50,511 +19%
Boston Partners
12
Boston Partners
Massachusetts
$4.02M -$194K -17,042 -5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$3.55M +$171K +15,001 +6%
State Street
14
State Street
Massachusetts
$3.03M +$184K +16,200 +8%
Morgan Stanley
15
Morgan Stanley
New York
$2.02M +$15.1K +1,331 +0.9%
Ameriprise
16
Ameriprise
Minnesota
$1.71M +$134K +11,813 +10%
SC
17
Skylands Capital
Wisconsin
$1.59M -$341K -29,940 -20%
Northern Trust
18
Northern Trust
Illinois
$1.57M -$16.9K -1,482 -1%
AA
19
Ancora Advisors
Ohio
$1.54M
TCM
20
Tieton Capital Management
Washington
$1.44M -$7.79K -685 -0.6%
Charles Schwab
21
Charles Schwab
California
$993K -$605K -53,140 -42%
State Board of Administration of Florida Retirement System
22
State Board of Administration of Florida Retirement System
Florida
$916K -$46.4K -4,080 -6%
BCM
23
Bridgeway Capital Management
Texas
$671K +$269K +23,686 +93%
MAM
24
Martingale Asset Management
Massachusetts
$661K -$22.7K -1,998 -4%
Bank of America
25
Bank of America
North Carolina
$649K -$98.4K -8,652 -15%

NATR Hedge Fund Activity: Q2 2023 in Review

81 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Nature's Sunshine (NATR) for Q2 2023, worth a combined $198M — up 43% from $138M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new NATR positions and 5 closed out — a net gain of 2 holders — while 23 added to existing stakes and 29 trimmed.

The largest buyer was Kennedy Capital Management, adding an estimated $575K. The largest seller was Renaissance Technologies, cutting an estimated $761K.

  • 81 institutional investors held Nature's Sunshine (NATR) as of Q2 2023, up from 79 in Q1 2023.
  • Funds reported $198M of Nature's Sunshine stock for Q2 2023, up 43% quarter-over-quarter.
  • 7 funds opened new Nature's Sunshine positions in Q2 2023 and 5 closed out, a net change of +2 holders.
  • The largest Nature's Sunshine buyer in Q2 2023 was Kennedy Capital Management, an estimated $575K added.
  • The largest Nature's Sunshine seller in Q2 2023 was Renaissance Technologies, an estimated $761K sold.

Based on aggregated 13F filings for Q2 2023.